Trust Management Lawyer

Brilliant Professional Services; Umhlanga Rocks; On-site; ZAR 1,205,000 - 1,972,000; Full time

Benefits offered by this job

Self-managed

Adds insights above and beyond

Leader-friendly

Thirst for learning

Obsessed with client experience

Brave, proactive and innovative

Job summary

Brilliant Professional Services is seeking an A-Player to join our UK Private Client Trust Management team, servicing UK law firm clients. You will manage a varied caseload of trust matters and generate fees through proactive service and accurate execution.

The role requires LLB, SA Admitted Attorney, 3+ years trust management, and strong communication, attention to detail, and tech-savviness. UK hours apply and we value client-centric, innovative thinking.

Qualifications

• LLB degree and SA admission to practice.
• 3+ years of trust management experience.
• Experience with case management systems.
• Willingness to work UK hours and observe UK bank holidays.
• Proactive, client-focused and detail-oriented communication.

Responsibilities

• Generate fees by managing a varied caseload of trust matters.
• Prepare deeds of appointment and retirement, trustee minutes and related documents.
• Engage with beneficiaries, trustees, financial advisors and others under Scots trust law.
• Handle trust accounting and tax matters, including tax returns and HMRC liaison.
• Ensure property titles reflect Trustees, coordinating with title offices in UK regions.
• Leverage technology and AI to gain competitive advantage.
• Stay at the forefront of innovation in UK Trusts space.

Skills

Excellent communicator

Attention to detail

Tech savvy

Client-centric

Multi-tasking

Education

Bachelor of Laws (LLB)

Admitted Attorney of the High Court of South Africa

Tools

Case management systems

Job description

We are looking for an A-Player to join our UK Private Client Trust Management team, servicing our UK law firm clients. You will generate fees by managing a varied caseload of trust matters. You must be an excellent communicator, proactive, empathetic, tech savvy, and pay attention to detail, to create a Brilliant client experience.

Key Responsibilities:

• Generate fees by managing a varied caseload of trust matters.
• Prepare deeds of appointment, deeds of retirement, trustee minutes and related documentation.
• Deliver a Brilliant client experience whilst engaging professionally with beneficiaries, trustees, financial advisors and other third parties, advising them on their duties, powers and obligations under Scots trust law.
• Handle trust accounting and tax matters, including Trust and Estate Tax Returns, and liaise with HMRC as required for 10 year reporting and Exit Reporting.
• Ensuring property titles are updated to properly reflect Trustees, via TR1 applications in England and Notice of Titles in Scotland for simply matters, and referring out to third parties for complex instructions.
• Leverage technology and AI to create competitive advantage.
• Stay at the forefront of innovation in the UK Trusts space.

Requirements

• Bachelor of Laws (LLB)
• Admitted Attorney of the High Court of South Africa.
• Three (3) trust management experience.
• Case management systems experience.
• Work UK hours and take UK Bank holidays.
• Client-centric.
• Excellent communicator.
• Attention to detail.
• Ability to multi-task in a complex, fast-paced legal environment.
• Tech and AI savvy.

Benefits

• Self-managed.
• Adds insights above and beyond.
• Someone a leader would gladly rehire.
• Has an unquenchable thirst for learning.
• Is obsessed with client experience.
• Is brave, proactive and innovative.