Specialist trust company is seeking an ambitious individual to join their growing team.
If you enjoy a fast-paced environment where you are constantly adapting and evolving to fulfil client needs, this role will appeal to you. This firm believe in treating their staff well as happy staff means happy clients, and clients are front and centre of everything this firm does.
You will be managing a portfolio of trusts, liaising with clients as necessary, and ensuring that all trusts are fully compliant with financial crime regulations and other legislation.
The team are highly supportive and enjoy working together collegiately. You must also however be comfortable working off your own initiative as you will have responsibility for your clients, with support from the Directors when needed.
It is anticipated that you will have at least 2-5 years’ experience in running a caseload of trusts, with good knowledge of UK taxes to include income, capital gains and inheritance tax.
This is a predominantly office based role with one day a week working from home. Working hours can be flexed according to need.
There is a generous remuneration package to include joining the company share scheme after one year’s service. The firm are also committed to the continuing professional development of their staff and will sponsor the STEP qualification, if desired.
For a confidential chat and more information, please contact Sharon Furbank at email@example.com.