At a Glance
- Tasks: Draft Wills and LPAs, manage estate administration, and handle client queries.
- Company: Prestigious financial services firm in Ipswich that values its employees.
- Benefits: Exceptional benefits, professional development, and a supportive work environment.
- Other info: Great opportunity for career growth in a dynamic team.
- Why this job: Join a top employer and make a real difference in clients' lives.
- Qualifications: 2+ years in a similar role with knowledge of wills and estate planning.
The predicted salary is between 35000 - 45000 £ per year.
Time Appointments are working on behalf of a prestigious financial services establishment based in Ipswich, who are recruiting for a Trustee Services Advisor to join their Tax and Trustee Services team. This is a fantastic opportunity to join one of the employers of choice in the area who truly value their staff, offer exceptional benefits, and continuously invest in both professional and personal development for their employees.
The successful candidate will be responsible for taking client instructions and drafting Wills and LPAs, as well as managing all aspects of estate administration.
Key Duties & Responsibilities:
- Drafting wills and other documents based on client instructions
- Discussing client instructions and answering queries from clients and their advisors through correspondence and meetings
- Handling more complex or technical correspondence when needed
- Keeping accurate records for wills
- Processing payments for will writing services
- Managing queries and correspondence for cancelled or inactive will appointments
- Reviewing existing wills
- Preparing LPAs based on client instructions
- Communicating with clients, their families, and advisors to discuss instructions and answer queries
- Assisting with reviews of existing LPAs
- Managing executorship cases from initial notification of death through to final administration
Skills & Experience Required:
- Minimum of 2 years’ experience in a similar position, with sound knowledge and understanding of laws surrounding wills and lasting powers of attorney
- An understanding and awareness of opportunities and implications of “post death” tax planning (Deeds of Variation etc)
- Excellent interpersonal and communication skills, with the ability to deal with and handle sensitive matters
- Excellent IT skills, including the use of Microsoft packages and role related software
Trustee Services Advisor in Ipswich employer: TIME Appointments Ltd
Join a prestigious brand that prioritises employee well-being and development, offering an exceptional work culture where your contributions are valued. As a Procurement & Supply Manager, you will enjoy a competitive salary and an outstanding benefits package, including generous annual leave, performance bonuses, and opportunities for career progression. Located in a thriving region, this role provides a unique chance to flourish within a supportive environment that champions innovation and collaboration.
StudySmarter Expert Advice🤫
We think this is how you could land Trustee Services Advisor in Ipswich
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about opportunities in trustee services. A friendly chat can sometimes lead to job openings that aren’t even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of wills and lasting powers of attorney. We recommend practising common interview questions and scenarios related to estate administration so you can showcase your expertise confidently.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Trustee Services Advisor role. We make it easy for you to showcase your skills and experience directly to employers who value what you bring to the table!
We think you need these skills to ace Trustee Services Advisor in Ipswich
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Trustee Services Advisor role. Highlight your experience with wills, LPAs, and estate administration, as this will show us you understand what we're looking for.
Showcase Your Skills:Don’t forget to emphasise your interpersonal and communication skills. We want to see how you handle sensitive matters and client queries, so share examples that demonstrate your expertise in these areas.
Be Clear and Concise:When drafting your application, keep it clear and to the point. We appreciate well-structured applications that are easy to read, so avoid jargon and make sure your key points stand out.
Apply Through Our Website:We encourage you to apply directly through our website. This way, you can ensure your application reaches us quickly and efficiently, plus you’ll find all the details you need about the role!
How to prepare for a job interview at TIME Appointments Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of wills, LPAs, and estate administration. Familiarise yourself with the laws surrounding these areas, as well as any recent changes in legislation. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Practice Makes Perfect
Rehearse common interview questions related to client interactions and handling sensitive matters. Think about specific examples from your past experience where you've successfully managed complex queries or drafted important documents. This will help you articulate your skills clearly during the interview.
✨Showcase Your Interpersonal Skills
Since this role involves a lot of communication with clients and their families, be prepared to demonstrate your excellent interpersonal skills. Share examples of how you've built rapport with clients or resolved conflicts in previous roles. This will highlight your ability to handle sensitive situations with care.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. Inquire about the team dynamics, ongoing training opportunities, or how the company supports professional development. This shows that you're not just interested in the job, but also in growing with the company.
