Estate and Probate Specialist
4 weeks ago
We are seeking an experienced Portfolio Manager - Trusts to join our Kreston Reeves team. As a key member of our trust management team, you will oversee a diverse portfolio of trust clients, providing expert guidance on trust administration, estate planning, and probate services.
This is an excellent opportunity to develop your skills in trust management, estate administration, and probate services. You will:
- Manage a portfolio of trust clients, providing tailored advice and support
- Prepare and submit trust returns, estate accounts, and probate documentation
- Advise clients on trust wind-ups, income distributions, and tax obligations
- Maintain accurate records and ensure compliance with regulations
- Collaborate with the London Trust Team and other departments
This full-time position offers a competitive salary, a supportive team environment, and opportunities for professional growth and development.
RequirementsTo be considered for this role, you should possess:
- 1-3 years' experience in trust work or estate administration
- STEP membership or willingness to study for the qualification
- Accountancy or tax qualifications (full study package provided)
- Excellent communication and organizational skills
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