Trainee Technical Advisor. Leamington Spa
Job Title: Trainee Technical Advisor
Salary: £25,000
Location: Leamington Spa
Description:
A self motivated, proactive and friendly team player is required to join a well-respected and long-
established professional services company based in Leamington Spa as a Trainee Technical Advisor.
The successful candidate will have experience in an office environment and will be keen to learn
wills, probate and trust. A background in liaising with clients is also required.
You will develop a wealth of technical knowledge and experience to enable you to provide guidance
on private client cases, chair trustee meetings and support other in-house teams.
Key Duties:
•
Providing technical support to the team administering estates
•
Advice around the implications of buying and selling trust and estate 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 in house teams
•
Providing full Estate Planning Advice
•
Providing advice on Existing Wills
•
Ensuring that all marketing materials are up to date and current.
Key Skills/Experience Required:
•
Experience in an office environment
•
A law degree is desirable but not essential
•
Highly motivated
•
Enjoy learning
•
Excellent organisational skills
•
Ability to work on your own or as a team
•
Don’t be afraid to ask questions
•
An analytical problem solver
•
Excellent general administrative skills and eye for detail
•
Strong computer skills including Word, Excel, Outlook, other databases.
For more information, or to apply for this vacancy call 0121 296 5766 or email careers@morganparkes.co.uk
In return you will receive a salary of £25,000 plus excellent benefits and career progression
opportunities.
Morgan Parkes Recruitment Ltd operate in the UK and can only process applications from candidates
who are currently eligible to live and work in the UK. We operate a strict equal opportunities policy.
