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- 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: Opportunity for long-term career development in a dynamic environment.
- 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 London employer: BWF Legal Recruitment
Contact Detail:
BWF Legal Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts Solicitor - Suffolk / Cambs / Norfolk in London
✨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 a portfolio showcasing your previous work with trusts, including any complex cases you've handled. This will help you stand out during interviews and demonstrate your hands-on experience.
✨Tip Number 3
Be proactive in your job search! Don’t just wait for roles to be advertised. 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, applying directly shows your enthusiasm and commitment to joining our team.
We think you need these skills to ace Trusts Solicitor - Suffolk / Cambs / Norfolk in London
Some tips for your application 🫡
Show Your Passion for Trusts: When writing your application, let your enthusiasm for trusts work shine through! We want to see how much you enjoy the detail and strategy behind managing complex private wealth. Share specific examples that highlight your experience and passion.
Be Clear and Concise: We appreciate clarity in applications. Make sure your writing is straightforward and to the point. Avoid jargon unless it’s necessary, and ensure your key skills and experiences are easy to spot. This helps us quickly see why you’d be a great fit!
Tailor Your Application: Don’t just send a generic application! Take the time to tailor your CV and cover letter to our job description. Highlight your 5+ years' PQE in trusts work and any relevant technical knowledge. This shows us you’re genuinely interested in this role.
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’re considered for the role. Plus, it gives you a chance to explore more about our team and culture!
How to prepare for a job interview at BWF Legal Recruitment
✨Know Your Trusts Inside Out
Make sure you brush up on your technical knowledge regarding trusts, personal tax, and inheritance tax. Be prepared to discuss specific cases or scenarios where you've successfully navigated complex trust issues, as this will demonstrate your expertise and confidence in the subject.
✨Showcase Your Client-Focused Approach
Since this role is all about client relationships, think of examples where you've managed sensitive situations with beneficiaries or trustees. Highlight your ability to communicate clearly and empathetically, as well as how you've built trust with clients in previous roles.
✨Demonstrate Leadership Skills
As a senior member of the team, you'll be expected to mentor junior colleagues. Prepare to share experiences where you've taken the lead on projects or initiatives, showcasing your ability to guide others while contributing to team development.
✨Be Ready for Technical Questions
Expect some in-depth questions about trust accounts, HMRC regulations, and compliance requirements. Brush up on the latest changes in legislation and be ready to discuss how these might impact your work. This will show that you're proactive and up-to-date in your field.