Private Client Professional
3 weeks ago
Austen Lloyd Legal Recruitment is currently recruiting for an experienced Private Client Professional to join their Hertfordshire-based team. The successful candidate will have a strong background in trust management and estate planning.
The Role:
- You will work closely with the Private Client team to manage a diverse range of trusts, ensuring compliance with legal and tax requirements and providing clear advice to stakeholders.
Responsibilities:
- Managing trusts, including discretionary, life interest, and charitable trusts.
- Preparing trust accounts, tax returns, and compliance documentation.
- Liaising with beneficiaries and trustees.
- Assisting with estate planning.
- Staying up-to-date with changes in trust law and taxation.
Requirements:
- Minimum 4 years' experience in trust management
- STEP qualification (or working towards) preferred
- Strong knowledge of trust and estate taxation
- Excellent communication and organizational skills
- Collaborative approach
Benefits:
- Competitive salary and benefits package
- Career progression opportunities
- Flexible working options
- Supportive and inclusive work environment
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