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Salary
$80k – $123k per year (Estimated)
Location
Remote/Hybrid (London, United Kingdom)
Seniority
Senior · 2+ years exp
Employment
Full-Time
Overview
Company
Impact
Profile match
We help businesses, not for profits, private individuals and families with accountancy, business and financial advice across London, Kent, Sussex.

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.

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