Trusts & Estates Specialist - Private Client

Clayton Legal; Wyre Forest; On-site; GBP 30,000 - 47,000; Full time

Benefits offered by this job

Healthcare

Pension

Death in service

Wellbeing benefits

35-hour week

22-25 days holiday

Job summary

Clayton Legal is recruiting a Trusts & Estates Executive for an experienced Private Client Paralegal / Fee Earner with solid Trusts experience. You will join a supportive Private Client team and manage UK Trust administration and compliance, interacting with trustees and advisers.

The role requires hands-on Trusts expertise and the ability to work to deadlines. The firm offers a 35-hour week, with generous holiday, healthcare, pension, death in service and wellbeing benefits.

Qualifications

• Hands-on Trusts experience is essential.
• Private Client experience across Trusts, Estates or Tax.
• Able to manage workload and deadlines with good attention to detail.
• Comfortable dealing with clients, trustees and advisers.
• Desire to develop Trusts knowledge further.

Responsibilities

• Administer and ensure compliance of UK Trusts.
• Work with trustees and senior colleagues on cases.
• Handle HMRC reporting and trust-related tax matters.

Skills

Trusts experience

Private Client experience

Workload management

Attention to detail

Client/trustee engagement

Job description

Clayton Legal is recruiting a Trusts & Estates Executive for an experienced Private Client Paralegal / Fee Earner with solid Trusts experience. You will join a supportive Private Client team and manage UK Trust administration and compliance, interacting with trustees and advisers.

The role requires hands-on Trusts expertise and the ability to work to deadlines. The firm offers a 35-hour week, with generous holiday, healthcare, pension, death in service and wellbeing benefits.