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Trust and Estate Executive

Employer
Search Legal
Location
England, West Sussex, Worthing
Salary
Negotiable
Closing date
21 Mar 2018
Reference
Req/469023

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Job Details

Estate and Trust Executive, Worthing, West Sussex £30,000 - £35,000

I am working with a successful and established organisation offering Tax and Financial planning services for over 100 years. They are looking for a motivated Estate and Trust Executive with strong relationship building kills to join their team in Worthing. You will be working in an open plan office with a driven an interesting team.

The salary range is between £30,000 and £35,000 depending on the level of experience you will be bringing to the team. You will benefit from training on specific systems (including 'Express Wills') as well as the systems and practices used within the office. You will also benefit from advice on provided on Powers of Attorney and their preparation.

As an Estate and Trust Executive you will be confident working independently, taking full responsibility for your clients and acting with no direct supervision. You will be friendly, driven and meticulous in your approach the building and maintaining of your relationships with clients. You will be expected to use your strong interpersonal skills and relationship building in meeting families of the deceased. You will be required to guide them in:
* Obtaining a 'Grant of Probate'
* Meeting taxation obligation
* Will writing
* Distribution of funds under the terms of the will
* Trusts and Trusts administration
* Liabilities to income tax, capital gains tax and inheritance tax
* Estates administration/probate
* Powers of Attorney

Your relevant (but not essential) skills and experience may include: Society of Trust and Estate practitioners membership, experience in a similar role (perhaps in a bank, accountancy of solicitors office), understanding of foreign law and domicile matters (the client base is part non-residents)

Please apply as directed.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Company

At Search, our Legal specialism provides bespoke recruitment solutions to all aspects of the legal community across the UK, and Channel Islands. Our expert legal recruitment consultants working on roles within private practice, in-house legal and the public sector boast a wealth of experience gained in legal practice and throughout the industry.

Our private practice team forms the core of our legal business. We specialise in providing tailored career advice to legal professionals at all levels, from paralegal to qualified solicitor, associate through to partner. Our industry teams, comprising of both in-house and public sector divisions, have legal experience, underpinned with detailed industry knowledge.

As one of the leading legal job agencies in the UK, Search Consultancy has an enviable list of expertise and resources:

  • Search has filled over 60 locums and 250+ permanent placements per year.
  • Search Legal has 20+ specialist consultants with over 145 years combined international experience in legal recruitment.
  • We also have dedicated resource team with over 150 years combined experience
  • A unique approach to delivery combining broad legal knowledge with a deep understanding of the many disciplines within the legal profession.

At Search, our legal division provides bespoke recruitment solutions to all aspects of the legal community across the UK, and the Channel Islands. Our specialist teams within private practice, in-house legal and the public sector boast a wealth of experience gained in both legal practice and throughout the industry.

Our private practice team forms the core of our legal business. We specialise in providing tailored career advice to legal professionals at all levels, from paralegal to qualified solicitor, associate through to partner.

To register with Search Legal or find out more about our range of services please contact your local market expert. Alternatively visit https://www.search.co.uk/jobs/legal/  to view the full range of opportunities currently available.

Brighton
Third floor 96 - 99 Queens Road
Brighton
BN1 3XE
T: 01273 855000


117-119 High Street
Crawley
RH10 1DD
T: 01293 848 100

Park Row House, 
19-20 Park Row
Leeds
LS1 5JF
T: 0113 308 8000

Suite 2 Ground Floor 
4 St Paul’s Square
Liverpool
L3 9SJ
T: 0151 229 5555

Floor one 
Corner Block 
Quay Street, 
Manchester, 
M3 3HN
Tel: 0161 835 8600

 

Company info
Website
Telephone
See below
Location
Brighton, Crawley, Glasgow, Leeds, Liverpool,
Edinburgh, Manchester
Various
BN1 3XF
GB

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