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- Tasks: Assist with trust creation, administration, and compliance while managing your own caseload.
- Company: Join a dynamic firm that blends the benefits of a large company with a friendly, flexible culture.
- Benefits: Enjoy flexible working, 25 days holiday, private healthcare, and opportunities for personal development.
- Why this job: Make a real impact in a supportive team while growing your legal expertise in trusts.
- Qualifications: Experience in private client work and trust administration; enthusiasm and teamwork are key.
- Other info: Great career progression opportunities in a collaborative environment.
The predicted salary is between 36000 - 60000 £ per year.
We have a unique opportunity for a Legal Advisor in our Trusts team to assist with the current busy workload. With a flexible office location, offering interesting and varied work, this position will play a key role in supporting and expanding the Firm's client base and new referrals in this area of the practice whilst adopting efficient working practices to ensure commercial objectives are met or surpassed.
In addition to your private client enthusiasm and expertise, we are looking for a team player who values every member of the team and wider firm and their contribution to the success of Porter Dodson. We have a unique offering at PD where we have the benefit of being a larger firm but pride ourselves on having maintained the flexibility, collaborative nature and welcoming environment of a smaller firm.
Responsibilities
- Trust creation and advice
- Trust administration and compliance
- Managing Trust assets
- Advice on taxation
- Asset management and investment
- Beneficiary communication and education
With a private client background and trust administration experience, the successful candidate must be able to manage their own caseload with supervision from a Partner. We believe someone with great trusts experience who may not be a qualified solicitor may also be a good fit for this role, so if you feel as though you have the right background, we will welcome an application from you. You will be ambitious, pro-active, and enthusiastic, with excellent interpersonal skills. The right candidate will have a growth mindset with the ability to see the bigger picture.
Porter Dodson offers genuine development opportunities for those who are motivated and flourish in an environment where contribution and commitment is opportunity for career development and progression within a transparent and structured framework.
Benefits
- Flexible Working
- 25 days holiday, plus Bank Holidays
- Extra Day of Holiday for your Birthday
- Private Healthcare
- Pension Scheme(s)
- Life Assurance
- Eye Tests
- Flu Jabs
- Corporate Gym Membership Discounts
- Legal Support
- Opportunities to get involved with charity fundraising, sports teams and office socials
Private Client Trusts Solicitor or Legal Advisor in Devon employer: Porter Dodson
Contact Detail:
Porter Dodson Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Trusts Solicitor or Legal Advisor in Devon
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal field, especially those who work with trusts. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the firm and its culture. Show us you’re not just interested in any job, but specifically in being part of our team at Porter Dodson. Tailor your answers to reflect our values!
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role of a Private Client Trusts Solicitor or Legal Advisor. We want to hear how you can contribute to our success.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who take that extra step.
We think you need these skills to ace Private Client Trusts Solicitor or Legal Advisor in Devon
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Private Client Trusts Solicitor or Legal Advisor role. Highlight your relevant experience in trust administration and client communication, showing us why you're the perfect fit for our team.
Show Your Enthusiasm: We love seeing candidates who are genuinely excited about the role! Let your passion for private client work shine through in your application. Share examples of how you've contributed to a team or project in the past.
Be Clear and Concise: When writing your application, keep it straightforward and to the point. Use clear language and avoid jargon. We want to understand your skills and experiences without having to decipher complex sentences!
Apply Through Our Website: For the best chance of success, make sure to submit your application through our website. This way, we can easily track your application and ensure it gets the attention it deserves. We can't wait to hear from you!
How to prepare for a job interview at Porter Dodson
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trust creation, administration, and compliance. Be ready to discuss specific cases or scenarios where you've successfully managed trust assets or provided advice on taxation. This will show your expertise and enthusiasm for the role.
✨Show Off Your Interpersonal Skills
Since this role involves beneficiary communication and education, be prepared to demonstrate your excellent interpersonal skills. Think of examples where you've effectively communicated complex information to clients or colleagues, highlighting your ability to build relationships and work collaboratively.
✨Emphasise Your Growth Mindset
Porter Dodson values candidates with a growth mindset. Be ready to share instances where you've taken initiative or adapted to challenges in your previous roles. This will illustrate your ambition and proactivity, which are key traits they’re looking for.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to private client work and how they support their team members. This not only shows your genuine interest in the position but also helps you gauge if the firm’s culture aligns with your values.
