Trust Assistant/Private Client Paralegal

Job Ref: SBJ921931158
Sector (PP or In-house): Private Practice
Practice Area: Private Client
Job Type: Permanent
Date Added: 25 June 2019
  • Cheltenham, Gloucestershire, England, UK & Channel Islands Cheltenham Gloucestershire GBR GL50 2QJ
  • £27,000 - £33,500 per Annum
    ANNUM
  • Sarah Boxall
  • 02030964545
Chadwick Nott https://www.chadwicknott.co.uk https://www.chadwicknott.co.uk/-/media/chadwicknott/logos/logo.png

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Our client is one of the region's most highly respected Top 100 Firms and they are seeking a Trust Assistant/Private Client Paralegal to join their Cheltenham office. The successful candidate will work closely with the Trust Manager in a busy Private Client Service, dealing with high net worth individuals from the UK and abroad, the team deals with a wide range of Trust and Probate work as well as a number of individuals' affairs.

The role:

  • You will liaise directly with trustees and beneficiaries and take part in client meetings, have regular contact with investment managers and other professional advisers such as banks, valuers and accountants.
  • Provision of legal advice to clients.
  • Inputting data - from bank statements, investment managers statements and year-end tax packs and the firms client account, etc.
  • You will deal with the compliance work in respect of trusts and estates to include the production of trust and estate accounts and tax returns; both Self-Assessment and Inheritance Tax; maintaining the FPTCA database.

The ideal candidate:

  • A highly motivated individual, a pro-active team player l with the ability to communicate at all levels
  • Experience in a similar role - experience of preparing accounts and tax returns is essential. Experience in preparing Inheritance Tax forms is useful but not essential as training will be given
  • Have excellent telephone and letter writing skills, with the ability to draft basic documents.
  • Computer literate: it would be beneficial to have knowledge of the specialist computer packages - Troika, Digita and Excel but this is not essential as training can be given

Salary £27,000 to £33,500.

For more information, please contact Sarah Boxall at Chadwick Nott.

Chadwick Nott Ltd is acting as an Employment Agency in relation to this vacancy.

Chadwick Nott
25/07/2019 11:39:14
GBP 27000 27000