We are a commercial practice with a strong focus on agriculture and rural estates, and the food sector. We have ambitious plans for growth, but to realise these we need the right people in the right roles.
As you would expect, we are looking for people with proven intellectual ability, a commercial approach, excellent interpersonal skills and, most of all, the drive to exceed our
Clients’ expectations. In return, we offer competitive packages and the chance to succeed with us.
As part of our continuing growth and development, we are looking for a new Head of or Director of Trustee Services (D.T.S) to join our Private Client Team. This key role will be pivotal in delivering the teams strategic aims over the course of the next few years in securing trustee compliance and profitable growth for the firm.
Throughout our history we have developed a large portfolio of trusts, many holding extensive land, development and business interests, often created in line with the firm’s strategic tax planning advice to our land and business owning families. Some are the natural bi-product of a thriving Probate Services team, others have evolved from Personal Injury and other asset protection motivators. We will be the first to admit that work is needed to understand the full extent of this portfolio. As trust law and practice evolves, we have sought to develop the range of services that we offer to trustees to ensure that they appreciate their responsibilities, maintain compliant records, and as far as possible, protect themselves from liability. The role will therefore encompass a range of responsibilities in delivering services both internally focussed in managing exposure to risk for the practice and outwardly focussed in delivering a professional and streamlined service to a range of trustees in-line with our brand.
We offer a professional trustee service in terms of both partners and our Trust Corporation acting as trustee in a range of circumstances.
The role will encompass the following elements in which experience, whilst not essential would be of benefit. When combined with a commercial, supremely organised approach and an enthusiasm for the opportunities presenting to this role together, we have a chance to put Roythornes on the map as excelling in the provision of niche trustee services;
Overseeing Creation and maintenance of Trust database
The provision of annual trust administration services.
The trust year runs in line with the tax year. For each trust under management our aim is to provide an annual trust administration service at different levels (Gold/Silver/Bronze) dependant on how much or little we are asked to do. As part of this annual service the D.T.S will be expected to engage in the cyclical completion of the trust administration to include;
The ideal candidate is likely to;