Trustee Services Advisor

Ipswich

We require a Trustee Services Advisor, primarily to deal with Trustee’s duties, particularly in connection with family trusts where Killik & Co Trustees Ltd are appointed as trustee. The postholder will also be required to deal with estates, Lasting Powers of Attorney and attorneyships.

Key Accountabilities

  • Administration (not including investment management) of Trusts, including liaising with beneficiaries & co-trustees
  • Creation of new trusts including liaising with Trustees to ensure the deed reflects the wishes of the settlor, explaining the tax consequences etc
  • Liaising with Wealth Planning where required – offering trusts as part of estate planning and obtaining new business
  • Making decisions on the action to be taken – involving complex legal & fiscal matters and sensitive family situations
  • Agreeing devolutions of trusts (by reference to the trust deed)
  • Preparation of trust accounts
  • Ensuring any changes to relevant legislation are built into the Firm’s processes and that all relevant staff are made aware of how such changes will affect them and their clients
  • To assist the Trustees with decision making in respect of payments following the death of a SIPP-holder
  • To provide support to junior members of the team and the wider business on all aspects of trusts
  • To deal with the administration of estates where Killik & Co Trustees Ltd have been appointed as executor
  • Preparation of deeds (e.g. deeds of variation, of retirement and appointment)
  • Preparation of Lasting Powers of Attorney and liaising with clients about these
  • Administration of attorneyships/deputyships where Killik & Co Trustees Ltd are the appointed attorney/deputy

Competencies / Skillset

  • Getting things done
  • Communication & Sharing Knowledge
  • Customer Service
  • Effectiveness & Adaptability
  • Team Working
  • Broad and up-to-date knowledge of UK trusts, including the taxation of trusts
  • Some experience and knowledge of wills, executorships and lasting powers of attorney
  • Able to handle delicate and sensitive situations
  • Able to communicate effectively to clients, colleagues and fellow professionals on complex issues
  • Excellent attention to detail
  • Comfortable participating in marketing/developing all relevant areas of the Trustee Services business unit.

Qualifications / Experience Required

  • Good standard of educational qualification
  • At least 2 years’ experience in working with UK trusts
  • Either working towards or willing to work towards STEP qualification (full support provided)
  • Previous experience of customer service within an office environment

Contractual Hours

9.00am – 5.30pm, Monday to Friday

Get In Touch

Please send a CV and covering letter to [email protected] with the subject title of the role you are applying for.
Before applying for any of our vacancies, please ensure that you have read and understood our Privacy Information Notice for Candidates. By submitting your CV and cover letter you confirm that you are happy for Killik & Co to process your personal information for the purpose of reviewing your job application.