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Trusts Executive

Workpoint Recruitment
Ware, UK
Closing date
29 Oct 2020

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Job Details

Trusts Executive - Solicitor - CILEX - STEP qualification - Will Trusts - HMRC - £28k - £38k Neg DoE and Outstanding Benefits package

Our client is a specialist in Private Wealth services and holds the Law Society's Lexcel accreditation. They have been providing expert advice to individuals, families, entrepreneurs, businesses, and landowners for more than 200 years. They continue to grow and are looking for an additional Trusts Executive to join their highly regarded team.

Working from their office in Ware, Mon - Fri, 9am - 5pm, you must have specific Trusts experience for this position, in addition to general private client experience.

The successful applicant will:

-Be a Solicitor, CILEX or equivalent ( NQ to 4 years PQE preferred)

-Have a minimum of 1 year's solid Trust experience

-STEP qualification advantageous but not essential

-Have a genuine interest in Trusts & Tax work

-Be a hard-working and enthusiastic Team player

Job duties:

-Advice to HNW clients on effective use of Trusts to mitigate tax liabilities

-Advising as to the IHT & CGT implications of using Trusts?

-Creation, Termination and Administration of Will and Lifetime Trusts

-Preparing Deeds of Retirement and Appointment of Trustees & Trust Assets

-Dealing with Trust registrations at HMRC

-Preparing Trust Accounts

-Preparing Trust and Personal Tax Returns

-Winding up of Trusts & liaising with HMRC to finalise the tax position

The Rewards:

The firm offers a starting salary circa £28k - £38k negotiable depending on experience, 25 days holiday + bank holidays increasing 1/year up to 30 days and an exceptional range of benefits including: EAP (Employee Assistance Programme), Healthcare Cash plan, Pension, Bonus Scheme, a Firm-Wide Bonus, Individual Fee Earner Bonus and Voluntary Benefits (via payroll deductions) including Critical Illness Insurance, Partner Critical Illness, Partner Healthcare and Cash Plan, requests for sponsorship of Professional Qualification courses relevant to the work, Interest free Season Ticket Loans for Car Parking or Travel fares in relation to work.
After one years' service all permanent employees are eligible for free Residential Conveyancing for the sale and purchase of their home and a free will writing service for themselves and partners / spouses.

If you are an experienced Trusts Executive with at least 1 year's solid Trusts experience, please apply now, we'd like to hear from you.
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