Legal - Trainee Technical Help Advisor - Estate - Leamington Spa, United Kingdom - Countrywide Tax and Trust Corporation

Countrywide Tax and Trust Corporation
Countrywide Tax and Trust Corporation
Verified Company
Leamington Spa, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Experience/Education in law highly desirable

Summary of Key Responsibilities and Role


The Estate Planning Team is growing, with a wealth of technical knowledge and experience whose role is varied - from providing estate planning guidance to over 2,000 consultants nationwide to dealing with their own private client cases, acting as a professional trustee and chairing trustees meetings, and providing technical support to our numerous in-house teams.


To name a few areas we deal with for our consultants: Wills, Lasting Powers of Attorney, Probate and Estate Administration, Deeds of Variation, Trust Administration, Taxation, Cross Option Agreements, Life Assurance, Pensions and Investments.


Principal Responsibilities

  • Providing technical support to the team administering estates.
  • Advice around the implications of buying and selling trust and estate assets including properties.
  • Considering the implications of transferring trust assets in and out of trusts.
  • Chairing basic level trustees' meetings.
  • All manner of trust administration, including trust tax returns, with the support of another team.
  • Assisting with the drafting of more complex documentation such as Deeds of Variation and Cross Option Agreements.
  • Dealing with technical queries from both external partners and our inhouse Processing, Conveyancing, Trust Management and Administration teams requiring support and assistance.
  • Providing full estate planning advice to advisors and on occasion, clients.
  • Providing advice on existing wills and other estate planning documentation.

Key Knowledge & Required Skills

  • You must be highly motivated and want to increase your technical knowledge by learning from experienced private client practitioners don't be afraid to ask questions that's how we all learnt
  • You must have the ability to learn quickly and be a team player.
  • You must be highly organised and have an eye for detail.
  • Strong communication skills.
  • Proficient in Microsoft Office.

Job Types:
Full-time, Permanent


Salary:
£25,000.00 per year


Benefits:


  • Company pension
  • Onsite parking

Schedule:

  • Monday to Friday

Work Location:
In person


Reference ID:

NMTEP
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