Trustee Services Manager
vor 2 Monaten
Location Ipswich Salary Competitive Salary and Generous Benefits Package Application Deadline Tuesday, April 30, 2024 Job Summary
We are looking for Trustee Services Manager to oversee and deal with all aspects of the will writing and power of attorney services. Oversight of and dealing with all matters in connection with estate administration (executorships). Assisting with the training and development of junior members of the Team. Providing technical help and support to other areas of the business.
Key Accountabilities
Will Writing Service
Writing Wills and other documents based on instructions received from clients
Discussing instructions and queries from clients and their advisors in correspondence and at meetings. Dealing with technical correspondence as necessary.
Administration connected with will writing (fees, correspondence)
Dealing with sundry queries and correspondence (much of which is of a technical nature)
Reviews of existing wills
Ensuring adherence to the STEP Will Writing Code
Lasting Powers of Attorney
Writing LPAs based on instructions received from clients
Discussing instructions and queries from clients, their families and advisors in correspondence and at meetings.
To register/handle and supervise the appointment of Killik & Co Trustees Limited as Attorney under an Enduring Power of Attorney (“EPA”) and all matters arising and resulting there from.
Assisting with reviews of existing LPAs
Executorships
To handle executorships cases at all stages from the first notification of death to the completion of administration. This will include:
Initial meeting with family
Insuring property
Appointment of solicitors and preparation of information to enable them to apply for probate
Liaising with Investment Managers and Wealth Planning as appropriate
Advising the family/beneficiaries on IHT matters
Making distributions and payments to HMRC
Collecting in assets
Preparation of allocation statements/accounts/R185 certificates
Trusts
To assist as required with the administration of Trusts on an ongoing basis and to deal with the distribution of a Trust following the death of the lifetime beneficiary.
Decision Making
To agree devolutions of Estates and Trusts by reference to the Will or Trust Deed.
To make frequent and far-reaching decisions on the action to be taken on the progress of specific will-writing cases, Estates and Powers of Attorney.
Miscellaneous
Recognising referrals to investment managers and/or wealth planners
Associated administration for all the above
Providing assistance/guidance of a technical nature to other areas of the business including provision of training workshops to new recruits (in other areas of the business)
Management/Oversight
Carrying our regular one-to-one meetings and annual appraisals for all members of the wills/LPAs and estates team (including administration staff)
Dealing with holiday requests
Providing technical training/ensuring competence and development of team
Checking various aspects of junior members' work (e.g. drafted, estate accounts)
Assisting with decision-making
Reviewing processes and assessing risks
Key Competencies
Getting Things Done: Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure;
Communication & Sharing Knowledge: Confident, clear and accurate with all communication; maintains accurate records and makes effective use of new technology;
Customer Service: Positive attitude to find solutions in line with TCF principles; Uses customer feedback to improve service;
Effectiveness & Adaptability: Able to maintain a high volume of work, striving for continual improvements; understands individual contribution in relation to corporate objectives; presents a positive image and approach to change; and
Team Working: Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.
Candidate Profile
Will have at least 5 years experience of dealing with Wills, LPA's and estates
Will have a full UK driving licence (and be willing to travel to visit clients in their homes or to visit estate properties)
Will be a full member of the Society of Trust & Estate Practitioners (STEP)
Will have a good knowledge of the laws surrounding wills and lasting powers of attorney and experience in dealing with these
Will have experience of dealing with the Office of the Public Guardian (OPG) and Court of Protection
Will have awareness of opportunities and implications of “post death” tax planning (Deeds of Variation etc)
Will have strong interpersonal skills to be able to deal with bereaved family members at a sensitive time
Will have knowledge of trust law, income tax, capital gains tax, inheritance tax and accounting principals
Will be a diligent, thorough worker who is able to work unsupervised on all matters
Will hold the ability to judge between priorities of similar degrees of importance is essential
Will have the ability to judge new business opportunities and how these should be progressed.
Will play a significant part in marketing all relevant areas of Trustee Services business
Contractual Hours
9.00am to 5.30pm, Monday to Friday
Job Profile Job Profile document#J-18808-Ljbffr
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