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Posted 4 months ago

  • Sector: Trust
  • Job Ref: 39820

Work collaboratively and effectively as part of the private client team in a forward thinking, positive and creative trust services provider, where your performance and skill set will be valued and rewarded.

If you are an experienced trust professional, looking for an enriching career opportunity where a creative environment and personal development is encouraged, this could be the ideal role for you.

Responsibilities will include:

  • Overseeing the administration of a portfolio of fiduciary clients, ensuring accurate records are maintained

  • Liaising with clients and professionals, responding to queries, requests and instructions and implementing management advice as required 

  • Ensuring a high-quality service is delivered to clients at all times

  • Assisting with the training and development of members of the administration team as required 

  • Maintaining an awareness of new regulatory and business developments

  • Acting as a ‘C’ signing authority 

Experience and skills required:

  • Previous trust experience and a good knowledge of relevant trust and company law and fiduciary principles

  • Hold a recognised Table 4 professional qualification  

  • Good working knowledge of global tax practice, including UK and US tax legislation, FATCA and CRS 

  • An awareness of corporate secretarial responsibilities and duties 

  • Ability to work well within a team and independently using own initiative

  • Excellent organisational skills 

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.