Trainee Technical Help Advisor
Leamington Spa
£23,000 – £25,000 p/a
Bell Cornwall Recruitment are delighted to be working with a rapidly growing finance and legal organisation in the Leamington Spa area. They are looking for a Trainee Technical Help Advisor to join their busy Estate Planning team.
Duties and Responsibilities of a Trainee Technical Help Advisor:
1. Advice around the implications of buying and selling trust and estate assets including properties.
2. Considering the implications of transferring trust assets in and out of trusts.
3. Chairing basic level trustees’ meetings.
4. All manner of trust administration, including trust tax returns, with the support of another team.
5. Dealing with technical queries from both external partners and in-house teams.
The Ideal Candidate:
6. A working knowledge of trusts.
7. Highly motivated and want to increase your technical knowledge.
8. Ability to learn quickly and be a team player.
9. Excellent written and verbal communication skills.
10. Proficient in Microsoft package and happy to go into the office 5 days a week.
This business offer a number of opportunities to further your development with internal and external training to gain further qualifications.