Private Client Trusts Solicitor or Legal Advisor

Porter Dodson; Exeter; On-site; GBP 40,000 - 55,000; Full time

Job summary

A leading law firm located in Exeter seeks a dedicated Legal Advisor to join their Trusts team. The role involves creating and managing trusts while providing compliance advice and managing communication with beneficiaries. The ideal candidate will have a background in private client work and trust administration, excellent interpersonal skills, and a growth mindset. The firm values collaborative work and offers flexible working conditions along with numerous employee benefits, making it an ideal opportunity for ambitious professionals.

Benefits

Flexible Working

25 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

Charity fundraising opportunities

Qualifications

• Experience in trust administration is required.
• Candidates with strong trusts experience who are not qualified solicitors may apply.
• Strong interpersonal skills and a growth mindset are essential.

Responsibilities

• Create and manage trusts for clients.
• Administer trust compliance and assets.
• Communicate with beneficiaries regarding trusts.
• Provide advice on trust taxation.

Skills

Trust creation and advice

Trust administration

Interpersonal skills

Taxation advice

Asset management

Job description

Private Client Trusts Solicitor or Legal Advisor Department: Private Client Employment Type: Permanent - Full Time Location: Exeter Reporting To: Sharon Collier Description We have a unique opportunity for a Legal Advisor in our Trusts team to assist with the current busy workload. With a flexible office location, 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. 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.

Responsibilities

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

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

• Flexible Working
• 25 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