Trust Case Manager – Sheffield

Sheffield, South Yorkshire
Up to £24,000 & Excellent Benefits
03 Aug 2017
03 Sep 2017
Full time
Contract type

Trust Case Manager – Sheffield

Up to £24,000 plus excellent benefits

Our client, a leading legal ABS with a national presence are keen to appoint a Trust Case Manager within the Estate Planning team in Sheffield. You’ll be working in an alternative business structure, different from a private practice environment.

This is an opportunity for you to make each and every clients experience a great one, in a business which puts people at the heart of its strategy.

There is strong opportunity to develop too, supporting you with your STEP qualification if this is something you are passionate about.

As a trust case manager with us you’ll be forming life time trusts for clients, taking instruction from associates out in the field.

You’ll typically have an average case load of 80 cases, of which you’ll manage in an agreed and monitored time frame compliantly dealing with clients over the phone, email and letter.

You will be accountable for:

  • Forming life time trusts for clients
  • Drafting trust deeds and land registry transfer forms as well as checking property titles through the land registry
  • Liaising with internal teams on property transactions
  • Working on a case load of approximately 80 cases coming from associates out in the field, with a maximum duration of 3 months until completion
  • Ensuring cases are 100% compliant

To be successful with us you’ll need to have a law degree or your STEP qualification and some relevant work experience in trusts already.

You’ll have a strong attention to detail and you’ll be a confident communicator, with the ability to build positive relationships across the business.

We’d love to talk to you if:

  • You’ve a law degree or you’re STEP qualified
  • You have worked in trusts before
  • You’re an organised individual with the ability to prioritise in a fast paced and busy environment

In return you will receive a competitive remuneration along with an excellent benefits package.

If you are interested in this role, please contact Rachel Phillips or apply directly below:

Apply for Trust Case Manager – Sheffield

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