Trusts Executive

Trusts Executive/Administrator

Location: Torquay (Hybrid working)

Full or part-time considered

What's on offer?

• Open to applicants from a Legal or Accountancy background
• Competitive salary
• Hybrid working available (after probation)
• 25 days holiday + Your birthday off
• 1 hour 15 min lunch break if you wish!
• Annual pay reviews

The Opportunity:

• Join this broader Private Client team and specialise in trust creation, management and tax-efficient wealth preservation
• This role involves administering trusts, managing assets, completing trust tax returns, advising trustees on their responsibilities and overseeing the distribution of trust income and capital
• Regular client and beneficiary interaction is essential, as well as liaising with professional organisations and agencies

Responsibilities Include:

• Setting up trust accounts, maintaining records and handling related administration
• Preparing annual trust accounts and tax returns
• Advising trustees and liaising with beneficiaries
• Transferring and investing balances on behalf of clients and trusts

What You Bring:

• Experience in private client work, accountancy or tax administration (trust experience is a bonus)
• Understanding of trust tax affairs or private client disciplines is an advantage
• Strong relationship-building skills, client-focused approach and a proactive attitude
• Enthusiasm for delivering first-class service and working collaboratively in a friendly, supportive environment

Whether full-time or part-time, this role offers a fantastic opportunity for career progression in private client trust work within a highly regarded team.

What next?

• Click on apply now to send your CV over
• Or call Paul Norman today for a confidential conversation about this and other vacancies across the South West

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