Legal - Trainee Technical Help Advisor - Estate

1 month ago


Leamington Spa, United Kingdom Countrywide Tax and Trust Corporation Full time

**Experience/Education in law highly desirable**

**Summary of Key Responsibilities and Role**

The Estate Planning Team is growing, with a wealth of technical knowledge and experience whose role is varied - from providing estate planning guidance to over 2,000 consultants nationwide to dealing with their own private client cases, acting as a professional trustee and chairing trustees meetings, and providing technical support to our numerous in-house teams.

To name a few areas we deal with for our consultants: Wills, Lasting Powers of Attorney, Probate and Estate Administration, Deeds of Variation, Trust Administration, Taxation, Cross Option Agreements, Life Assurance, Pensions and Investments.

**Principal Responsibilities**
- Providing technical support to the team administering estates.
- Advice around the implications of buying and selling trust and estate assets including properties.
- Considering the implications of transferring trust assets in and out of trusts.
- Chairing basic level trustees’ meetings.
- All manner of trust administration, including trust tax returns, with the support of another team.
- Assisting with the drafting of more complex documentation such as Deeds of Variation and Cross Option Agreements.
- Dealing with technical queries from both external partners and our in-house Processing, Conveyancing, Trust Management and Administration teams requiring support and assistance.
- Providing full estate planning advice to advisors and on occasion, clients.
- Providing advice on existing wills and other estate planning documentation.

**Key Knowledge & Required Skills**
- You must be highly motivated and want to increase your technical knowledge by learning from experienced private client practitioners - don’t be afraid to ask questions that’s how we all learnt
- You must have the ability to learn quickly and be a team player.
- You must be highly organised and have an eye for detail.
- Strong communication skills.
- Proficient in Microsoft Office.

**Job Types**: Full-time, Permanent

**Salary**: £25,000.00 per year

**Benefits**:

- Company pension
- On-site parking

Schedule:

- Monday to Friday

Work Location: In person

Reference ID: NMTEP15032022



  • Leamington Spa, United Kingdom Countrywide Tax and Trust Corporation Full time

    **Experience/Education in law highly desirable** **Summary of Key Responsibilities and Role** The Estate Planning Team is growing, with a wealth of technical knowledge and experience whose role is varied - from providing estate planning guidance to over 2,000 consultants nationwide to dealing with their own private client cases, acting as a professional...

  • Trainee Estate Agent

    1 month ago


    Leamington Spa, United Kingdom Connells Full time

    We’re looking for a highly motivated **Trainee Estate Agent** who will work toward becoming a **Sales Negotiator** for our fantastic residential sales team in Leamington Spa. The **Trainee Estate Agent**is an entry level role where you will learn all aspectsof Estate Agency model and be taken through an industry leading **development** and **training**...

  • Trainee Estate Agent

    18 hours ago


    Royal Leamington Spa, United Kingdom The New Homes Group Full time

    Trainee Estate Agent OTE: £25,000, Uncapped Commission, Career Progression We’re looking for a highly motivated Trainee Estate Agent / Trainee Sales Negotiator to complement our fantastic residential sales team in Leamington Spa working in our well known RA Bennett estate agency. Why join us as a Trainee Estate Agent / Trainee Sales...

  • Trainee Estate Agent

    1 month ago


    Leamington Spa, United Kingdom Connells Group Full time

    At** Connells**, part of the Connells Group, we're looking for a highly motivated **Trainee Estate Agent **to go out as a **Canvasser** and conduct **viewings **for our residential sales team in branch in **Leamington Spa**. OTE- £20,000 - £25,000 - Uncapped Commission - Career Progression **A quick look at the role** In this role you will be helping...


  • Leamington Spa, Warwickshire, United Kingdom Chadwick Nott Full time

    Excellent opportunity for a Law graduate to join an in-house organisation.Our client is the UK's leading professional body for estate agents and is a membership organisation. They are currently looking for a Law Graduate to join them as a Legal Helpline Advisor (Lettings) in Warwick.The role will involve providing help and support to the company's member...


  • Leamington Spa, United Kingdom Connells Group Full time

    OTE- £21,000 - Uncapped Commission We’re looking for a highly motivated **Trainee Estate Agent** who will develop into a **Lettings Negotiator** within our fantastic residential Lettings team in **Leamington Spa.** The Trainee Estate Agent / Lettings Negotiator is an entry level role where you will learn all aspects of residential lettings and be taken...


  • Leamington Spa, United Kingdom Connells Group Full time

    Uncapped Commission We’re looking for a highly motivated **Trainee Estate Agent** who will develop into a **Lettings Negotiator** within our fantastic residential Lettings team in **Leamington Spa.** The Trainee Estate Agent / Lettings Negotiator is an entry level role where you will learn all aspects of residential lettings and be taken through an...

  • Estate Agent

    4 weeks ago


    Leamington Spa, United Kingdom Connells Group Full time

    OTE: £23,000 Uncapped Commission, Career Progression We’re looking for a highly motivated **Estate Agent** / **Sales Negotiator **to complement our fantastic residential sales team in our **Flagship** **Leamington Spa Branch, **working in our well known** RA Bennett **estate agency. **Why join us as an Estate Agent** / **Sales Negotiator?** - Industry...

  • Estate Agent

    1 month ago


    Leamington Spa, United Kingdom Connells Group Full time

    Uncapped Commission, Career Progression, Competitive Salary We’re looking for a highly motivated **Estate Agent** / ;**Sales Negotiator **to complement our fantastic residential sales team in **Leamington Spa **working in our well known** **estate agency. **Why join us as an Estate Agent** / **Sales Negotiator?** - Industry leading **training and...


  • Leamington Spa, United Kingdom G2 Legal Limited Full time

    **Conveyancing New Business Assistant Stratford-upon-Avon** **£16,000 - £20,000** Are you a conveyancing new business assistant or sales negotiator/estate agent looking for a new position in Stratford-upon-Avon? If so, this established law firm is looking to grow their conveyancing department with an additional new business legal assistant. This particular...

  • Estate Agent

    1 month ago


    Leamington Spa, United Kingdom RA Bennett Full time

    Uncapped Commission, Career Progression, Competitive Salary We’re looking for a highly motivated **Estate Agent** / ;**Sales Negotiator **to complement our fantastic residential sales team in **Leamington Spa**working in our well known estate agency. **Why join us as an Estate Agent** / **Sales Negotiator?**: - Industry leading **training and...


  • Leamington Spa, Warwickshire, United Kingdom G2 Legal Limited Full time

    Are you a Conveyancing New Business Assistant or Sales Negotiator/Estate Agent looking for a new position in Leamington Spa? If so, this established law firm is looking to grow its Conveyancing Department with an additional New Business Legal AssistantThis firm can offer you a supportive and close-knit office environment where you will work alongside the...


  • Leamington Spa, United Kingdom G2 Legal Limited Full time

    Are you a Conveyancing New Business Assistant or Sales Negotiator/Estate Agent looking for a new position in Leamington Spa? If so, this established law firm is looking to grow its Conveyancing Department with an additional New Business Legal Assistant!This firm can offer you a supportive and close-knit office environment where you will work alongside the...


  • Leamington Spa, United Kingdom Warwick District Council Full time

    This is an exciting opportunity to join our Housing Services team as an Estates Services Officer. If you are someone who enjoys being in the outdoors, would like to maintain and improve the local environment and contribute to building safety, this role should interest you. This role is about taking responsibility for and making a positive contribution to...


  • Leamington Spa, Warwickshire, United Kingdom G2 Legal Limited Full time

    Are you a Private Client Solicitor or Legal Executive looking to take the next step in your career at a well-established, modern firm which provides great work and a fantastic work life balance?My client is a Warwickshire-based firm currently seeking an experienced Private Client Solicitor or Legal Executive to join its expanding friendly team. You would be...


  • Leamington Spa, United Kingdom hireful Full time

    Looking for a fulfilling career where you can make a difference in people's lives? Join the team as a **Customer Service Advisor** at a well-established legal company in Leamington Spa! As part of our collections department, you'll provide over-the-phone support and guidance to customers around debt management. **Salary -** £20,250 + Monthly bonus taking...


  • Leamington Spa, United Kingdom qed legal Full time

    Private Client Solicitor Leamington Spa A strong regional private practice is looking to strengthen its Leamington Spa office with the appointment of a Private Client Solicitor (2yrs+ PQE) to deal with a high calibre caseload of private client matters. You will be required to take on a caseload including, but not exclusive to, wills, probate, powers of...


  • Leamington Spa, United Kingdom hireful Full time

    **Love helping people?** We have an exciting opportunity available as a **Customer Service Advisor! **You will join a long-standing legal company in their collections department, providing over the phone support / guidance on mainly inbound calls from clients and customers around debt management. With excellent hours, no weekends, good earning potential, and...

  • Technical Coordinator

    1 month ago


    Royal Leamington Spa, United Kingdom S Guest Consultancy Services Ltd Full time

    Our client are a well respected regional developer based in the Warwickshire area and they are currently in the market for a Technical Coordinator Duties include: * Provide technical support to the land/development team to assist during feasibility studies. * Identify the need for external consultants (Planning, Architect, Engineers, etc.) agree fees,...

  • Technical Coordinator

    4 weeks ago


    Royal Leamington Spa, United Kingdom S Guest Consultancy Services Ltd Full time

    Our client are a well respected regional developer based in the Warwickshire area and they are currently in the market for a Technical CoordinatorDuties include: * Provide technical support to the land/development team to assist during feasibility studies. * Identify the need for external consultants (Planning, Architect, Engineers, etc.) agree fees, the...