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Job Reference: SP1292

Trustee Advisor

  • Location: Ipswich
  • Position: Trustee Advisor
  • Type: Permanent, full-time
  • Salary: £28,000 - £35,000 per annum
  • Team contact: Hollie Preston

Job Description

£28,000 to £35,000 + Benefits

A rare opportunity for a candidate with a good standard of education and with some exposure to working with Wills, Trusts, Estates and Powers of Attorney, to work in a non-legal environment for a professional services firm based in their Ipswich office but with some working at home each week. 

Our client is an award winning firm in their field and they genuinely support continued learning and development and reward individual contribution to its continued success. For the right person STEP training will be supported, if not already qualified.

Day to Day Duties include:

  • Administration (not including investment management) of Trusts, including liaising with beneficiaries & co-trustees

  • Creation of new trusts

  • Making decisions on the action to be taken, involving complex legal & fiscal matters and sensitive family situations

  • Agreeing devolutions of trusts (by reference to the trust deed)

  • Preparation of trust accounts

  • To assist the Trustees with decision making in respect of payments following the death of a SIPP-holder

  • To deal with the administration of estates where the Firms Trustees have been appointed as executor

  • Preparation of deeds (e.g. deeds of variation, of retirement and appointment)

  • Preparation of Lasting Powers of Attorney

  • Administration of attorneyships/deputyships where the Firms Trustees are the appointed attorney/deputy 


Required Skills and Qualifications:
  • Proactive and flexible

  • Excellent Customer Service skills

  • Knowledge of UK trusts, including the taxation of trusts

  • Able to handle delicate and sensitive situations

  • Able to communicate effectively to a broad range of people

  • Excellent attention to detail

  • Comfortable participating in marketing/business development

  • Previous experience of customer service within an office environment


If you like the look of this role apply now.
Alternatively for more information and a confidential discussion please contact Hollie Preston at Errington Legal Recruitment. 

Please be aware that salaries listed are estimates based on market averages and may vary dependent on experience.

To apply call us on 01223 803 813

Team Contact: Hollie Preston

Hollie has an understanding of both sides of the recruitment process, having experienced being both a hiring manager, and a candidate. She therefore appreciates the importance of correctly assessing the needs of the individual, as well as those of the business/ firm. There is no longevity or success in an incorrect match, but at the same time Hollie is also able to exercise judgement on when it i…

Testimonial

Errington Legal provided a personal, tailored and friendly service. They listened carefully to the kind of firm that I wanted to work for and the nature of work in which I hoped to be involved then made targeted suggestions based on this. They outlined a range of options to me but were careful not to waste my time or that of firms by putting me forward for interviews for roles which were not aligned with what I was looking for. They also spent time with me in the run up to the interview helping me to prepare. As a result, they found me a role at a firm where I am extremely happy and doing a job which I love, for which I will always be immensely grateful.
Solicitor - Commercial Property/ Agriculture

Locations

Errington Legal are out of London Legal Recruitment specialists with offices in:

Birmingham

Address:
3 Brindleyplace
Birmingham
B1 2JB

Milton Keynes

Address:
Errington Legal Recruitment
Milton Keynes
Buckinghamshire

Cambridge

Address:
20 Station Road
Cambridge
Cambridgeshire
CB1 2JD

T: 01223 803814

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