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- Tasks: Assist with trust creation, administration, and client communication in a dynamic team.
- Company: Join a reputable firm that combines the benefits of a large organisation with a friendly atmosphere.
- Benefits: Enjoy flexible working, 25 days holiday, private healthcare, and more perks.
- Other info: Great opportunities for career growth and involvement in charity and social activities.
- Why this job: Make a real impact while developing your legal skills in a supportive environment.
- Qualifications: Experience in private client work and trust administration; enthusiasm is key!
The predicted salary is between 40000 - 50000 £ 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.
Key ResponsibilitiesRole responsibilities include:
- Trust creation and advice
- Trust administration and compliance
- Managing Trust assets
- Advice on taxation
- Asset management and investment
- Beneficiary communication and education
Joining our reputable private client department, this role would best suit someone who can demonstrate sound knowledge and a commercial application of the law and practice in this area. 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.
BenefitsIn addition to a competitive salary, you will also get:
- 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 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
✨Network Like a Pro
Get out there and connect with people in the legal field! Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to chat with someone from the firm, make sure to highlight your experience in trust administration and your understanding of private client needs. We want to see your enthusiasm and how you can contribute to the team’s success!
✨Prepare for the Interview
Do your homework on Porter Dodson and the Trusts team. Understand their values and recent projects. We love candidates who can discuss how they align with our goals and how they can help us grow our client base!
✨Apply Through Our Website
Don’t forget to submit your application through our website! It’s the best way to ensure your CV gets seen by the right people. Plus, we’re always on the lookout for passionate individuals who are ready to make a difference in our firm.
We think you need these skills to ace Private Client Trusts Solicitor or Legal Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your private client background and trust administration experience to show us you’re the right fit for our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and how your values align with ours at Porter Dodson. Don’t forget to mention why you’re excited about joining our collaborative environment.
Showcase Your Interpersonal Skills: We value great interpersonal skills, so make sure to include examples of how you've successfully communicated with clients or worked within a team. This will help us see how you can contribute to our welcoming atmosphere.
Apply Through Our Website: To ensure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to receive your details and keep track of your application!
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 applied this knowledge, as it shows your practical understanding 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 successfully communicated complex information to clients or colleagues, highlighting your ability to build relationships.
✨Demonstrate a Growth Mindset
Porter Dodson values candidates who can see the bigger picture. During the interview, share instances where you've embraced challenges or learned from setbacks. This will show that you're not just focused on the present but are also keen on personal and professional development.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to trust management and client relationships. This not only shows your interest in the role but also helps you gauge if the firm’s culture aligns with your values, especially their collaborative nature and commitment to development.