Head of Practice - Manchester, United Kingdom - Slater Gordon

Tom O´Connor

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Tom O´Connor

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Description

Working autonomously, reporting to the Senior Practice Director, the Head of Practice for WTTP is a role focused on the delivery of a direct to client quality and complete Probate and Trust advice service; financial and governance management of the WTTP team and a point of referral for fee earners for practical and technical task based support delivered using a tech based solution.


Responsibilities and Duties

  • Trust Administration take initial (screened) enquiry; secure retainer, provide costs information; take instructions; administer trust (e.g. asset management; investment relations and governance including investment policy statement; tax compliance; prepare resolutions; associated deeds and annual trust accounts; prepare and attend if appropriate for annual trustee meetings)
  • Monitors, manages and provide technical support to the conversion of leads process offered from NCS to the Practice Group to improve conversion on cases accepted
  • Deliver top down technical support for junior feeearners.
  • Maintain strong relationships with Head of Operations & Risk, Heads of Practice and other business areas to ensure alignment of purpose and sharing of best practice and to ensure that the business (and business areas) is not susceptible to excess risk; manage complaints and compliance activity
  • Participate in aligned innovation in delivering on continuous improvement to continue to meet and exceed customer expectations of the service offering; manage budgets and department financial delivery
  • Manage a robust method of knowledge sharing throughout responsible area to ensure that best practice can be used to build and maintain consistency and standardisation across practice areas

Skills and Experience

  • Probate Practice
  • Estate administration
  • Trust creation and administration
  • LPAs creation and financial management
  • Investment policy
  • Tax compliance and management (IHT, CGT and administration Income tax)
  • Estate and trust account preparation
  • Trust governance

Company Values

  • We do what we say we will
  • We own it, we sort it
  • We don't wait, we create
  • We respect and encourage each other
  • We make time to live

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