Estate Planning Team
6 months ago
**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.
**Company Benefits**
25 days annual leave + bank holidays (increasing with tenure)
Bespoke in house training courses
Support for industry relevant qualifications such as STEP and CILEX
Pension scheme after 3 months
High street discounts after 3 months
Company events
On site free parking
Friday dress down day
**Job Types**: Full-time, Permanent
Pay: £25,000.00 per year
**Benefits**:
- Company pension
- Free parking
- On-site parking
- Referral programme
Schedule:
- Monday to Friday
Work Location: In person
Reference ID: NMTEP15032022
-
Trainee Technical Help Advisor
5 months ago
Leamington Spa, United Kingdom Countrywide Tax and Trust Corporation Full time**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...
-
Trainee Estate Agent
5 months ago
Leamington Spa, United Kingdom Connells Group Full timeAt** Connells**, 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- £18,000 - £23,000 - Uncapped Commission - Career Progression **A quick look at the role** In this role you will be helping potential buyers by carrying...
-
Senior Estates Surveyor
3 weeks ago
Leamington Spa, Warwickshire, United Kingdom We Manage Jobs(WMJobs) Full timeThis is an exciting opportunity to take on a Senior Estates Surveyor role within Warwickshire County Council. The Council is looking for an experienced practitioner to deliver on the property strategy which supports the ambitions of the council plan.The ability to work under their own initiative as well as part of a wider team of Surveyors and Property...
-
Estate Agent
5 months ago
Leamington Spa, United Kingdom Connells Group Full timeOTE: £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...
-
Legal - Trainee Technical Help Advisor - Estate
5 months 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...
-
Estate Manager
4 weeks ago
Leamington Spa, Warwickshire, United Kingdom McCarthy Stone Full timeAbout the RoleWe are seeking a highly skilled and customer-focused Estate Manager to join our team at McCarthy Stone. As a key member of our management team, you will be responsible for delivering exceptional customer service and ensuring the smooth operation of our estate.Your key responsibilities will include:Welcoming new residents and providing a warm...
-
Trainee Estate Agent
5 months ago
Leamington Spa, United Kingdom Connells Group Full timeOTE- £25,000 - Uncapped Commission - Career Progression At **Connells**, 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 aspects of Estate Agency model...
-
Estate Agency Business Owner
4 weeks ago
Leamington Spa, Warwickshire, United Kingdom Nested Full timeAbout the RoleNested is revolutionizing the estate agency industry in the UK. Traditional agency models can limit agents' earning potential and innovation. As a Nested Area Partner, you'll have the autonomy to grow your own estate agency business in the area you know best.Your ResponsibilitiesDevelop a local strategy, pitch, and marketing tactics to drive...
-
Trainee Estate Agent
5 months ago
Leamington Spa, United Kingdom Connells Group Full timeOTE: £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 Negotiator?** - Industry...
-
Trainee Estate Agent
6 months ago
Leamington Spa, United Kingdom Connells Group Full timeOTE: £23,000 - 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 our **Flagship** **Leamington Spa Branch,** **working in our well known** RA Bennett **estate agency. **Why join us as a Trainee Estate Agent / Trainee**...
-
Estate Agent Sales Progressor
5 months ago
Leamington Spa, United Kingdom Nexus ERP Full time**Estate Agent Sales Progressor - Leamington Spa - £25k basic plus bonus (Salary Negotiable)** My client is a leading, independent multi branch Lettings and Estate Agency brand who have been established in the area for many years and have built up an impressive and reputable business covering the Warwickshire and Midlands area. They are looking for an...
-
Estate Manager
4 weeks ago
Leamington Spa, Warwickshire, United Kingdom McCarthy Stone Full timeWe are seeking a highly skilled and customer-focused Estate Manager to join our team at McCarthy Stone. As a key member of our management team, you will be responsible for delivering exceptional customer service and ensuring the smooth operation of our estate.Key responsibilities will include:Welcoming new residents and providing a warm and friendly...
-
Part Time Estate Agent
6 months ago
Leamington Spa, United Kingdom Connells Group Full timeAt** Allen & Harris,** part of the Connells Group, we’re looking for a highly motivated **Part Time** **Estate Agent** to join our team as a **Sales Negotiator **to complement our fantastic residential sales team in **Chipping Sodbury **on a **Fixed Term Contract.** Uncapped Commission - Career Progression **A quick look at the role** In this role you...
-
Estate Management Professional
4 weeks ago
Leamington Spa, Warwickshire, United Kingdom We Manage Jobs(WMJobs) Full timeThis is an exciting opportunity to join Warwickshire County Council as a Senior Estates Surveyor. The role involves delivering the property strategy that supports the council plan. The successful candidate will work under their own initiative and as part of a team of Surveyors and Property Professionals. The job is for a permanent role, based on a full-time...
-
Estate Agency Sales Professional
3 weeks ago
Leamington Spa, Warwickshire, United Kingdom Connells Group Full timeWe are seeking a highly motivated Senior Estate Agent to join our residential sales team at Connells Group. As a Branch Lister, you will play a crucial role in listing and gaining new instructions for properties while providing exceptional customer service.Key Responsibilities:Listing properties and maintaining excellent customer relationshipsBuilding...
-
Estate Agent Professionals
3 weeks ago
Leamington Spa, Warwickshire, United Kingdom Connells Full timeAbout the Role:We are seeking a skilled Senior Estate Agent to join our team at Connells Group, one of the UK's leading estate agency and property services providers.Your Responsibilities:Listing and gaining new instructions for propertiesProviding exceptional customer serviceBuilding rapport with clients face-to-face or over the phoneMaintaining excellent...
-
Administrator for The Probate Team
5 months ago
Leamington Spa, United Kingdom Countrywide Tax and Trust Corporation Full timeIf you want to work for a company that’s not afraid to stand out from the crowd, then being a part of the Countrywide Group is for you. A career with Countrywide Tax & Trust Corporation Ltd provides you with the opportunity to develop your existing skills and learn new ones. As a company we are ever evolving which means more career opportunities for our...
-
Lettings Manager
4 weeks ago
Leamington Spa, Warwickshire, United Kingdom Magnus James Full timeLettings Manager OpportunityAn exceptional chance for a seasoned Lettings Manager to lead a dynamic Estate Agency in Leamington Spa. Our clients have built a strong reputation locally across residential and student sectors, seeking a driven professional to propel the business forward.Key ResponsibilitiesDrive revenue growth through innovative strategies and...
-
Estate Manager
3 weeks ago
Leamington Spa, Warwickshire, United Kingdom McCarthy Stone Full timeAbout the RoleWe are seeking a customer-centric professional to join our team as a House Manager at McCarthy Stone. As a key member of our management service, you will be responsible for enhancing the quality of life for our homeowners and enabling them to maintain their independence.Key ResponsibilitiesWelcoming new homeowners and supporting them to settle...
-
Estate Agent Sales Negotiator
5 days ago
Royal Leamington Spa, United Kingdom Nexus ERP Full timeEstate Agent Sales Negotiator - Leamington Spa - up to £25k basic plus commissionNexus is delighted to present an exciting opportunity with a leading and well-established independent agent, renowned for their impressive Lettings and Estate Agency business built over many years. Their continued success is attributed to a dedicated team that embodies passion...