Source Recruitment
Trust Manager
Trust / Management

You must create an account to apply
- Job type
- Full-time
- Contract type
- Permanent
- Location
- Office
- Start date
- Immediately
- Salary
- Not specified
The Position
An exciting opportunity for individuals with a strong foundation in Trust Administration either at Assistant Manager or Manager level in the private client sector.
The Responsibilities
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.
Experience / Qualifications / Education
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.
Benefits
Highly competitive.
Apply for this role
To apply you will need a jobs.gg account. It only takes a minute to set up and there’s loads of benefits.
Create account and apply