Trusts Lawyer / Private Client Fee Earner

  • Job Reference: 1108699858-2
  • Date Posted: 8 September 2023
  • Recruiter: Bridge Recruitment UK Ltd
  • Location: Ware, Hertfordshire
  • Salary: On Application
  • Sector: Legal
  • Job Type: Permanent

Job Description

Trusts Lawyer and Private Client Fee Earner
1 to 2 yrs PQE
Ware / Hybrid
35K to 55K

My client, a well-established law firm, is looking for a Trusts Lawyer and a WTP Fee Earner to join their Post-Death team. The right candidate must be a good team player, flexible, self-sufficient and self-supporting (other than admin assistance with file openings etc), good IT literacy, ability to deal with clients from a broad demographic from the more modest to the high net worth, an ability to deal with older clients, adaptable and motivated and content to work in a busy fast-moving environment.

For the Trusts Lawyer, candidates will be considered if they are not yet qualified but are working towards a Solicitor or FILEX qualification and can demonstrate a good level of experience working in Trusts, ideally at least 1 year of solid experience in the area.

To be successful for the Fee Earner NQ-3 years PQE, either hold STEP membership already, in the process of acquiring the qualification or are keen to work towards this, although not essential to the role.

The working hours are Monday to Friday, 9am to 5pm. The role includes 25 days holiday and a few days off at Christmas.

My client is looking for someone who has the ability to be:

A good team player, comfortable in both working on matters with another fee earner and managing their own cases
Self-sufficient and self-supporting, being able and willing to deal with both legal and administrative matters where necessary
Good IT literacy
A good eye for detail
Adaptable and motivated and content to work in a busy fast-moving environment.

Duties will include:

Some taking of instructions and preparation of basic to the more complex Wills, LPAs and general PoAs.
Workload will mostly involve Probate and administration of estates though, from the basic (below IHT threshold) to the more valuable / taxable estates involving IHT400s and relevant schedules, claiming appropriate reliefs.
Ability to administer estates where the deceased has died intestate and a good understanding of the intestacy rules and procedures.
An understanding of trusts and basic principles of tax affecting trusts upon creation and during the lifetime of the trust, when their use would be appropriate within Wills and creation of a trust may be desirable during lifetime.
Preparing Deeds of Retirement and Appointment of Trustees
Preparing Deeds of Appointment of trust assets from Discretionary Trusts
Dealing with the setup of trusts, to include the drafting the relevant documentation and dealing with the work required to transfer the trust assets
Preparing Declarations of Trust to define beneficial interests in property
Dealing with the registration of trusts with HMRC on the Trust Registration Service
Providing advice on the effect and taxation of Bare Trusts, Life Interest Trusts and Discretionary Trusts to both trustees and beneficiaries

Additionally, my client provides amazing benefits in order to ensure candidates understand they are appreciated for their hard work:

Financial benefits
A competitive salary
Firm-wide and fee-earner bonus schemes
Contributory pension scheme
Annual season ticket loans
Health and wellbeing benefits
Generous annual leave entitlement
Flexible and hybrid working
Enrolment into our healthcare cash plan upon completion of probation
Automatic enrolment into our Employee Assistance Scheme, which provides free advice to employees struggling with personal problems that are impacting their work, health or wellbeing
Designated mental health first aiders
Access to wellbeing webinar

Our social benefits
Annual summer social
Annual Christmas party
Lunchtime social events including social walks, picnics, charity bake-offs and more
Quarterly staff lunches
Annual online staff quiz.

If you are looking for work and would be interested in this role, please apply today.