Estate Planning Advisor
This is an exciting and unique opportunity for an experienced Solicitor / Accountant/ IFA / Trust Manager / Legal Executive / Paralegal to join our existing team of TEPs / Solicitors and part qualified STEP affiliates.
Your role will primarily be to provide Technical support for the more complex aspects of Estate Planning to our network of Estate Planning Consultants based throughout the U.K. and our own in-house Legal services staff and be involved in the development and launch of new products and systems.
Live Trust Administrator
We are expanding our ‘Live Trust team’ and are looking for a candidate who can deal primarily with trust administration in the main, with a view to developing the skills to manage your own caseload of private family trusts as part of a growing team of specialists. You will work primarily alongside an In-House Solicitor, two lawyers, a dual qualified Financial Advisor and Trust and Estate Practitioner and a number of support staff on behalf of our Trust Corporation.
This is an exciting opportunity to join Countrywide Tax and Trust Corporation as a Legal Administrator. Some of the main duties required for this role are: storage, processing documents, scanning, generating basic legal documents, opening trust bank accounts and carrying out checks on documents.
You should be familiar with all aspects of general office duties and admin as well as a high standard of written English.