At a Glance
- Tasks: Manage complex trusts, oversee compliance, and guide clients through the trust lifecycle.
- Company: Join a highly regarded Private Client team with a supportive culture.
- Benefits: Comprehensive benefits package, including pension, health cover, and lifestyle rewards.
- Other info: Dynamic role with opportunities for long-term career growth.
- Why this job: Make a real impact while mentoring others and developing your expertise.
- Qualifications: 5+ years' PQE in trusts work with strong technical knowledge.
The predicted salary is between 55000 - 65000 £ per year.
If you're a Trusts Solicitor who enjoys the detail, the strategy and the relationships behind complex private wealth work, this is a role where you can really make your mark! A highly regarded Private Client team is looking for a senior trusts specialist to take ownership of a diverse portfolio, working closely with experienced lawyers. This isn't just about administration - it's about guiding trusts through their full lifecycle.
You'll oversee accounts and tax compliance, handle Trust Registration Service requirements, and draft key documentation, including trustee changes, beneficiary distributions, and trust wind-ups. Alongside this, you'll be a trusted point of contact for beneficiaries, manage requests with sensitivity and precision, and play a central role in coordinating trustee meetings alongside IFAs and other advisers.
As a senior member of the team, you'll also contribute beyond your own caseload, mentoring junior colleagues, supporting team development and getting involved in wider business initiatives. The work is varied, often complex and always client-focused, offering the chance to deepen your expertise while remaining hands-on.
We're looking for someone with 5+ years' PQE in trusts work, with strong technical knowledge across personal tax, inheritance tax and capital gains tax. Experience dealing with trust accounts, HMRC, trustees and beneficiaries is essential, along with a proactive mindset and the confidence to take the lead on matters.
In return, you'll join a well-established and respected team offering a comprehensive benefits package, including pension, life and health cover, as well as lifestyle and wellbeing rewards, and a strong emphasis on long-term career development within a supportive culture.
Trusts Solicitor - Suffolk / Cambs / Norfolk in England employer: BWF Legal Recruitment
Join a highly regarded Private Client team in Suffolk, where your expertise as a Trusts Solicitor will be valued and nurtured. With a strong emphasis on employee growth, you will benefit from a comprehensive package that includes pension, health cover, and lifestyle rewards, all within a supportive culture that encourages mentorship and collaboration. This is an excellent opportunity to deepen your knowledge in complex private wealth work while making a meaningful impact on clients' lives.
StudySmarter Expert Advice🤫
We think this is how you could land Trusts Solicitor - Suffolk / Cambs / Norfolk in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal field, especially those who work in trusts. Attend industry events or webinars to meet potential employers and get your name out there.
✨Tip Number 2
Show off your expertise! Prepare to discuss specific cases or projects you've worked on that highlight your skills in trusts and private wealth. This will help you stand out during interviews.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out directly to firms you admire and express your interest in working with them. You never know what opportunities might arise!
✨Tip Number 4
Apply through our website! We’ve got a range of roles that could be perfect for you. Plus, it’s a great way to ensure your application gets seen by the right people.
We think you need these skills to ace Trusts Solicitor - Suffolk / Cambs / Norfolk in England
Some tips for your application 🫡
Show Your Expertise:Make sure to highlight your 5+ years' PQE in trusts work. We want to see your strong technical knowledge in personal tax, inheritance tax, and capital gains tax. Don’t just list your experience; explain how it relates to the role and what you can bring to our team.
Be Client-Focused:Since this role is all about guiding trusts through their lifecycle, emphasise your client-focused approach. Share examples of how you've managed sensitive requests or built relationships with beneficiaries. We love seeing how you handle complex situations with care!
Demonstrate Leadership Skills:As a senior member of our team, you'll be mentoring junior colleagues. Highlight any previous experience in leadership or team development. We’re looking for someone who can take the lead on matters and contribute to wider business initiatives, so show us your proactive mindset!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our well-established and respected team!
How to prepare for a job interview at BWF Legal Recruitment
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trusts, personal tax, and inheritance tax. Be prepared to discuss specific cases or scenarios where you've successfully navigated complex trust issues. This will show your depth of understanding and ability to handle the intricacies of the role.
✨Showcase Your Client Management Skills
Since this role involves being a trusted point of contact for beneficiaries, think of examples where you've managed sensitive client relationships. Highlight your communication skills and how you've handled requests with precision and care, as this will demonstrate your suitability for the client-focused nature of the job.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge, especially around trust accounts and compliance with HMRC regulations. Practise explaining complex concepts in simple terms, as this will showcase your expertise and ability to mentor junior colleagues effectively.
✨Emphasise Your Leadership Qualities
As a senior member of the team, you'll be expected to take the lead on matters. Prepare to discuss your experience in mentoring others and contributing to team development. Share specific examples of how you've supported colleagues and driven initiatives, which will highlight your proactive mindset.
