Our Client is seeking a Trust Manager to join their team.

Key Responsibilities:

• Manage a portfolio of high-net-worth clients, providing comprehensive trust and company administration services
• Build and maintain strong relationships with both clients and intermediaries
• Oversee an administration team including providing support and assistance in relation to client matters, training and appraisals
• Oversee all aspects of Trust & Company administration, including estate and tax planning, investment management, and compliance
• Preparing and reviewing financial reports and tax returns

Key Requirements:

• To be professionally qualified in ICSA/ACCA/ICAEW or equivalent
• To have 7 years+ experience working in a Trust & Company environment
• To have advanced accounting/administration skills
• Good knowledge and understanding of general UK tax principles
• Exceptional, administrative, analytical and organisational skills are essential

For more information, please contact Stu on 01534 707816 or email your CV to jobs@excel-recruitment.com