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Trusts Consultant Opportunity, Financial Services, Family Office

Ref:eTJ-1827
Added:28 Nov 2008
Region:United Kingdom
Area:Greater London
Location:Central London
Discipline:Trusts
Type:permanent
Salary:£35, 000 - £50, 000 (depending on experience) plus benefits
Description:
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Work for this friendly family office where the clients are a benefit in themselves.

As they are a family office, the clients are extremely friendly and tend to stay put, allowing for good client relationships. The firm has a very friendly, relaxed culture, where everyone works together as a team.

The firm is looking for an experienced trust consultant, who can take over a varied portfolio of 60-70 clients. Your responsibilities will include:

-Dealing with a portfolio of 60-70 clients.
-Dealing with all the aspects of those clients’ trusts.
-Completing tax returns and inheritance tax returns.
-Dealing with their accounts.
-Day to day administration.

Not only are they based in the heart of a cosmopolitan city, packed with culture and excellent transport links. They also have excellent benefits including:

-BUPA medical cover for the whole family.
-Child care voucher scheme.
-Non-contribution pension, currently at 8%.
-Season ticket loan.
-Death in service pension.
-Disability pension.
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Recruiter:Creative Tax Recruitment
Creative Tax Recruitment

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