The Role
Assist with trust creation, administration, compliance, and taxation advice while managing trust assets and beneficiary communication. Position supports the firm's client base expansion.
Summary Generated by Built In
The Role
We have a unique opportunity in our Trusts team to assist with the current busy workload. Offering interesting and varied work, this position will play a key role in supporting and expanding the Firm’s client base and new referrals in this area of the practice whilst adopting efficient working practices to ensure commercial objectives are met or surpassed. This role can be hybrid with a mixture of home and office working, with flexibility to work across our 7 offices in the South West as well as full time or part time working options.
In addition to your private client enthusiasm and expertise, we are looking for a team player who values every member of the team and wider firm and their contribution to the success of Porter Dodson. We have a unique offering at PD where we have the benefit of being a larger firm but pride ourselves on having maintained the flexibility, collaborative nature and welcoming environment of a smaller firm.
Key Responsibilities
Skills, Knowledge and Expertise
About You
Joining our reputable private client department, this role would best suit someone who can demonstrate sound knowledge and a commercial application of the law and practice in this area. With a private client background and trust administration experience, the successful candidate must be able to manage their own caseload with supervision from a Partner. We believe someone with great trusts experience who may not be a qualified solicitor may also be a good fit for this role, so if you feel as though you have the right background, we will welcome an application from you.
You will be ambitious, pro-active, and enthusiastic, with excellent interpersonal skills. The right candidate will have a growth mindset with the ability to see the bigger picture.
Porter Dodson offers genuine development opportunities for those who are motivated and flourish in an environment where contribution and commitment is opportunity for career development and progression within a transparent and structured framework.
Benefits
The Benefits
In addition to a competitive salary, you will also get:
About
Porter Dodson is an award-winning Top 200 UK Law Firm, providing commercial and private legal services to individuals and businesses across Somerset, Devon and Dorset.We're proud of a regional presence that gives clients the local connections and friendly in-person service they love. Being embedded in our local communities and market sectors gives our clients a superb service grounded in the real world.What makes Porter Dodson a great place to work is our people and our culture. Our team are the lifeblood of the firm, and we are fully committed to ensuring our team are motivated, well cared for, and fulfilling their potential at work. Our people are our priority, which is why we have such excellent staff retention rates and how we have sustained a gold accreditation from Investors in People since 2016.
We have a unique opportunity in our Trusts team to assist with the current busy workload. Offering interesting and varied work, this position will play a key role in supporting and expanding the Firm’s client base and new referrals in this area of the practice whilst adopting efficient working practices to ensure commercial objectives are met or surpassed. This role can be hybrid with a mixture of home and office working, with flexibility to work across our 7 offices in the South West as well as full time or part time working options.
In addition to your private client enthusiasm and expertise, we are looking for a team player who values every member of the team and wider firm and their contribution to the success of Porter Dodson. We have a unique offering at PD where we have the benefit of being a larger firm but pride ourselves on having maintained the flexibility, collaborative nature and welcoming environment of a smaller firm.
Key Responsibilities
Role responsibilities include:
· Trust creation and advice
· Trust administration and compliance
· Managing Trust assets
· Advice on taxation
· Asset management and investment
· Beneficiary communication and education
Skills, Knowledge and Expertise
About You
Joining our reputable private client department, this role would best suit someone who can demonstrate sound knowledge and a commercial application of the law and practice in this area. With a private client background and trust administration experience, the successful candidate must be able to manage their own caseload with supervision from a Partner. We believe someone with great trusts experience who may not be a qualified solicitor may also be a good fit for this role, so if you feel as though you have the right background, we will welcome an application from you.
You will be ambitious, pro-active, and enthusiastic, with excellent interpersonal skills. The right candidate will have a growth mindset with the ability to see the bigger picture.
Porter Dodson offers genuine development opportunities for those who are motivated and flourish in an environment where contribution and commitment is opportunity for career development and progression within a transparent and structured framework.
Benefits
The Benefits
In addition to a competitive salary, you will also get:
- Flexible Working
- 25 - 30 days holiday, plus Bank Holidays
- Extra Day of Holiday for your Birthday
- Private Healthcare
- Pension Scheme(s)
- Life Assurance
- Eye Tests
- Flu Jabs
- Corporate Gym Membership Discounts
- Legal Support
- Opportunities to get involved with charity fundraising, sports teams and office socials
About
Porter Dodson is an award-winning Top 200 UK Law Firm, providing commercial and private legal services to individuals and businesses across Somerset, Devon and Dorset.We're proud of a regional presence that gives clients the local connections and friendly in-person service they love. Being embedded in our local communities and market sectors gives our clients a superb service grounded in the real world.What makes Porter Dodson a great place to work is our people and our culture. Our team are the lifeblood of the firm, and we are fully committed to ensuring our team are motivated, well cared for, and fulfilling their potential at work. Our people are our priority, which is why we have such excellent staff retention rates and how we have sustained a gold accreditation from Investors in People since 2016.
Skills Required
- Private client background
- Trust administration experience
- Ability to manage own caseload
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The Company
What We Do
Porter Dodson is a full-service law firm providing expert legal advice and support across personal, business, and specialist sectors, helping clients navigate everything from family matters to corporate transactions.
