Private Client Trusts Lawyer - Senior Associate

Porter Dodson LLP; Hounslow; On-site; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Flexible Working

25 - 30 days holiday

Private Healthcare

Pension Scheme(s)

Life Assurance

Eye Tests

Flu Jabs

Corporate Gym Membership Discounts

Legal Support

Charity fundraising & office socials

Job summary

Porter Dodson LLP is seeking a Senior Associate in Private Client Trusts to support a growing team across its seven offices in the South West. The role offers hybrid working with flexibility for full-time or part-time options, reporting to Sharon Collier.

Ideal candidates will have a strong private client background with trust administration experience and the ability to manage their own caseload with supervision from a Partner, contributing to client referrals and firm growth.

Qualifications

• Private client background with trust administration experience.
• Ambitious, proactive and team-oriented with strong interpersonal skills.
• Willingness to work across multiple offices and hybrid/part-time options.

Responsibilities

• Trust creation and advice
• Trust administration and compliance
• Managing Trust assets
• Advice on taxation
• Asset management and investment
• Beneficiary communication and education

Skills

Trusts

Private Client

Caseload management

Job description

Private Client Trusts Lawyer - Senior Associate

Department: Private Client

Employment Type: Permanent

Location: Flexible

Reporting To: Sharon Collier

Description

We have a unique opportunity in our Trusts team from Associate up to Senior Associate level to further bolster the team. 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. This role can be hybrid with a mixture of home and office working, with flexibility to work across our 7 offices in the South West as well as full time or part time working options.

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 Responsibilities

Role responsibilities include:

• Trust creation and advice
• Trust administration and compliance
• Managing Trust assets
• Advice on taxation
• Asset management and investment
• Beneficiary communication and education

Skills, Knowledge and Expertise

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.

Benefits

In addition to a competitive salary, you will also get:

• Flexible Working
• 25 - 30 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