Trust Administrator, Private Client

Location: Guildford, Surrey
Salary: £Competitive
TWM_Solicitors_Guildford_Surrey

Get in touch

Louise Prynne
HR Co-ordinator

Overview of the vacancy:

  • Undertake fee earning work and provide a profitable contribution to the work of the department.
  • Ensure the successful development of the firm in line with the current published Business Plan.
  • To handle trust and tax advice work for private clients and to build and develop own case load.
  • To participate in the marketing of the firm by active participation in networking, seminar provision, etc.
  • To maintain and improve client care.
  • To work effectively with other Departments.
  • To develop own specialist areas of work.

Job description:

Providing legal and tax advice in relation to the administration of UK resident Trusts including:

  • Compliance work:
    – Preparation of annual Trust Accounts
    – Registration of Trusts on HMRC Trust Register
    – Completion of annual Trust and Estate Tax Returns
    – De-registration of Trusts on HMRC Trust Register
    – Maintenance of HMRC Trust Register
    – Inheritance Tax Returns (IHT100)
    – Capital Gain Tax Property (60 Day) Reports
  • Advice work in relation to:
    – Trustees Duties and Obligations
    – Types of Trusts
    – Trustees Investment Policy Statements
    – Trust Assets
    – Income Tax as applicable to Trusts and Estates
    – Capital Gains Tax as applicable to Trusts and Estates
    – Inheritance Tax as applicable to Trusts
  • To assist the department as a whole in meeting its fee earning targets by providing help regarding advice and assistance to clients of the Department as well as other Departments of the firm.
  • Conduct of matters on behalf of clients.
  • Shows willingness to become involved in activities of the firm both within and outside of the department to which the individual is assigned.
  • Understands and undertakes referral of work to relevant departments and recommendation of work for other departments.
  • Is involved in practice development and marketing activities for the department, office and Firm with little need for supervision/guidance.
  • Financial control with particular regard to cash-flow control through collection of monies on account and billing procedures.
  • Travelling to client meetings both in and outside the UK when required.
  • Promoting good file management
  • To ensure compliance with Lexcel and other regulatory procedures.
  • To maintain professional knowledge base including attainment of annual CPD points
  • To assist during the absence of other fee earners
  • Undertake other duties as from time to time required

This job description is non exhaustive and the firm reserves the right to vary the duties and responsibilities of the post holder at any time according to the needs of the firm’s business.

Person specification

Qualifications:

Fee Earning Paralegal or Qualified Solicitor or Fellow of the Chartered Institute of Legal Executives

Essential personal qualities and attributes:

  • Demonstrates competence in the chosen area of law and practice (and a sufficient understanding and awareness of all relevant areas of law as appropriate) but recognises the need to develop and learn.
  • Achieves targets in respect of chargeable hours, fees, recovery rate, lock-up and non-chargeable time as appropriate.
  • Understands and undertakes referral of work to relevant departments and recommendation of work for other departments.
  • Shows willingness to be involved in activities of the firm outside of work within the department to which the individual is assigned.
  • Is involved in practice development and marketing activities for the department, office and Firm with little need for guidance/supervision.
  • Demonstrates a clear understanding of, and alignment with, the values of the Firm.
  • Demonstrates a high level of courtesy and respect in dealing with all colleagues, including Central Management, Finance, IT, HR and Marketing and clients/key business introducers, etc.
  • Demonstrates a good sense of commercial awareness.

Essential skills, knowledge and abilities

  • Sound training.
  • Well developed interpersonal, social and communication skills including an appreciation of the vulnerability of some of our clients, both generally and also specifically at distressing times.
  • Ability to work effectively as part of a team.
  • Ability to work effectively under pressure.
  • Computer literate with an ability to develop its use in own functional area.
  • Enthusiasm and commitment.
  • A sound knowledge of your responsibilities as a member of the firm including in the following areas:
    – Rules and principles of professional conduct
    – Client care
    – Conflicts of interest
    – Confidentiality
    – Relations with third parties
    – Relations with other solicitors
    – Regulatory and compliance procedures

Desirable skills, knowledge and abilities

  • STEP Certificate in Trust Administration
  • Prior knowledge of Practice Evolve or other office management systems
  • Prior knowledge of Central (CCH) Trust Accounts Software
  • Prior knowledge of Lexcel requirements
  • Client Following

If you are interested, please send your CV and covering letter to jobs@twmsolicitors.com

TWM Solicitors (www.twmsolicitors.com) is an Equal Opportunities Employer.

No agencies please

Related services

Contact Us

In order for us to direct your enquiry to the right person at TWM Solicitors, we need to know a little more about you and what are you looking for.

Please complete the boxes below and we will forward on directly to the most appropriate person.

Thank you for contacting TWM Solicitors, your completed form has been sent successfully. If this is an enquiry we are able to assist with, one of our team will be in contact with you as soon as possible. Please note, this may not be until the next working day, and during business hours. If you require urgent assistance, please call: 0330 555 0440.