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Department: Estate Planning
Responsible to: Estate Planning Team Leader

The Role

The Estate Planning Team is a 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 trustee 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.

Key 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 in-house Processing, Conveyancing, Trust Management and Administration teams requiring support and assistance.
  • Providing full Estate Planning Advice to advisers 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 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.

View Person Specification

Application Form

To apply, simply fill out the form and attach your CV to submit your application.

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