Our client, a Financial services company, is seeking a Senior Trust Manager to join their team.

In this role, you will be responsible for managing a portfolio of private client structures and providing support to other managers in the team.

Responsibilities:

• Administering private client structures including Trusts and companies for high net worth families
• Being the principal client contact on a day-to-day basis
• Supporting the Director by dealing with client queries, projects, writing proposal documents, and business development
• Preparing bespoke reporting to HNW clients and managing different clients and projects
• Overseeing an administration team, providing support and assistance, training, and appraisals

Requirements:

• Professionally qualified in ICSA/ACCA/ICAEW or equivalent
• 7+ years of experience in a Trust environment
• Advanced accounting/administration skills and good knowledge of UK tax principles and legislation
• Strong interpersonal, written and verbal communication skills

For more information on this role please contact Stu on 707816 or email your CV to jobs@excel-recruitment.com