An exciting opportunity for individuals with a strong foundation in Trust Administration either at Assistant Manager or Manager level in the private client sector.
This role will involve managing a portfolio of high-net-worth clients, providing comprehensive trust and company administration services. Key responsibilities will include: Building and maintaining strong relationships with both clients and intermediaries. Overseeing all aspects of trust and company administration, including estate and tax planning, investment management, and compliance. Preparing and reviewing financial reports and tax returns. Candidates should be professionally qualified in ICSA/ACCA/ICAEW or equivalent Have 7 years+ experience working in a Trust & Company environment. Have advanced accounting/administration skills. Good knowledge and understanding of general UK tax principles. Have an attitude that inspires respect and to be capable of taking the lead. A high level of tact, diplomacy and confidentiality is essential due to the nature of the work.