Head of Trusts Services

2 weeks ago


Nottingham, United Kingdom The Legists Full time

JOB TITLE: Head of Trustee Services (H.T.S) DEPARTMENT: Private Client RESPONSIBLE TO: Private Client Lead Partner This key role will be pivotal in delivering the teams strategic aims over the course of the next few years in securing trustee complianceand profitable growth for the firm. Throughout history the firm have developed a large portfolio of trusts, many holding extensive land, development and business interests, often created in line with the firm's strategic tax planning advice to our land andbusiness owning families. Some are the natural bi-product of a thriving Probate Services team, others have evolved from Personal Injury and other asset protection motivators. As trust law and practice evolves, we have sought to develop the range of servicesthat we offer to trustees to ensure that they appreciate their responsibilities, maintain compliant records, and as far as possible, protect themselves from liability. The role will therefore encompass a range of responsibilities in delivering services bothinternally focussed in managing exposure to risk for the practice and outwardly focussed in delivering a professional and streamlined service to a range of trustees in-line with the firms brand. The firm offers a professional trustee service in terms of bothpartners and our Trust Corporation acting as trustee in a range of circumstances. The role will encompass the following elements in which experience, whilst not essential would be of benefit. When combined with a commercial, supremely organised approach andan enthusiasm for the opportunities presenting to this role together, we have a chance to put the firm on the map as excelling in the provision of niche trustee services; Overseeing Creation and maintenance of Trust database
- The development of an interactivedatabase of trust matters and the associated collateral to deliver a streamlined service.
- Detecting individual trusts from our existing records and, with the assistance of a junior team If you feel you have the neccessary experience and skills to succeedin this role please submit your CV



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