Trust Senior

Trust Senior

If you are interested in people and their families and have at least two year’s experience in trust or estate work then there is a great opportunity for you in the London Trust & Estate Team. Consisting of 10 skilled professionals, our Trust and Estate team ranks among the largest Trust departments in London (for a firm of our size) and we are seeking an ambitious Trust Senior who is eager to enhance their expertise in Trust and Estate through learning and development.

As a Trust Senior, you will manage a diverse portfolio of trust clients, handling trusts encompassing private company shares, multi-million-pound assets in property and investments, as well as deceased clients’ estates. The team currently provides a service for approximately 600+ Trusts; estates; small private charities; individual clients and their families and family office type administrative services.

In this role you will have the opportunity to deal with both compliance and advisory work. You’ll also collaborate with various departments within the firm, along with regular interactions with clients, solicitors, stockbrokers, HMRC, other professional bodies and key stakeholders.

About the role

· Drafting trust tax returns and managing access permissions

· Preparing annual trust accounts

· Assisting with drafting estate accounts and attending to estate administration period tax reporting requirements

· Assisting the team with Trust and Estate advisory tasks

· Communicating effectively with clients and external professionals

· Assisting with the financials of the department including raising fees

· Preparing and calculating inheritance tax events accurately

What we're looking for

· Strong communication skills

· Excellent organisational skills

· Collaborative and supportive team player

· Exposure to Trust or estate environment

· Aspiring to pursue professional exams (e.g., ATT, CTA, STEP)

What we can offer

Financial wellbeing – competitive salary, contributory pension scheme, Life Assurance, Health Cash Plan, Income Protection Scheme and Perks at Work discounts and rewards.

Leave – 25.5 days plus bank holidays, holiday buying

Mental wellbeing – hybrid working (3 days in the office/2 from home) and flexible working policies, Employee Assistance Programme and counselling

Physical wellbeing – Private Medical Insurance, Critical Illness Insurance and an annual flu jab.

Recognition – monthly nominations for financial awards based on culture and values

Development – we offer continuous support and development with clear mapped progression routes across the business, as well as access to internal and external training courses

Diversity, inclusion and belonging – we operate several family-friendly policies and take proactive steps to create an inclusive environment

ESG – give as you earn, 1 extra day off each year to take up volunteering opportunities. Opportunities to support our commitment to charitable causes

Travel – other optional benefits include: cycle to work scheme, interest-free season ticket loan (London only), interest-free car/motorbike loan

We are committed to creating an inclusive and accessible workplace for all. We understand that everyone has unique needs, and we strive to accommodate them through reasonable adjustments. Whether it's adapting work environments, providing assistive technologies, or modifying processes, we are dedicated to supporting our employees in realising their full potential. If you require any reasonable adjustments to participate in our recruitment process or thrive in your role, please don't hesitate to get in touch. Please remember, you only need to share what you are comfortable to for us to support your request. Your success is important to us, and we're here to ensure a supportive and inclusive experience for all.