Trust Senior - London

£38,000 - £48,000 + Bens - Trusts
Ref: 182 Date Posted: Tuesday 20 Feb 2024

Wonderful opportunity to join an established Trust team within a highly successful mid-tier firm, known for their inclusive culture and family feel.

You will have your own portfolio of clients to manage which includes trusts, estates and charities. This is very much a client facing role and you will support your clients with all  their trust accounting, tax and administration needs. The main focus of the portfolio is UK domestic, however there are a number of clients with offshore elements too. Ideally you will be CTA, STEP or ACCA qualified.

Your role will be to manage the day to day tasks, raising any potential issues with your Manager who is there to support you, both technically and more broadly. You will have a number of junior staff working with you to whom you can delegate and review their work.

The role isn’t just compliance focused; you will also have exposure to advisory projects alongside the broader private client team.