Source Recruitment

Trust Manager

Trust / Management

Apply for this role

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

or sign in