Trust Portfolio Manager

Key ResponsibilitiesActively chase all debt within the allotted portfolio, using appropriate means (telephone, email, etc.) and update stakeholders as required.Maintain accurate and up-to-date client notes following conversations with clients, using Workday to record status.Have regular face-to-face meetings with stakeholders as required regarding their debt...

We are seeking a Trust Manager to support the Tax, Trusts and Succession team in managing a portfolio of trusts.About the RoleThis is an exciting opportunity to join our dynamic team as a Trust Manager. You will be responsible for providing efficient trust administration services and working closely with the Trust Director, Partners, and other members of the...

Are you a seasoned Trust Manager looking for a new challenge? We have an exciting opportunity for a Tax and Trusts Administrator Lead to join our dynamic team.Job DescriptionThis role involves working closely with the Trust Director, Partners, and other members of the team to provide efficient trust administration services.ResponsibilitiesManaging a...

Clark Wood is a prestigious firm of solicitors in Bristol, renowned for delivering exceptional legal services to a broad client base.This firm has a long-standing history of excellence and is committed to providing top-tier advice and support across various legal matters, including trust administration.About the Role:Manage a portfolio of trusts, ensuring...

About Our ClientWe are working with a chartered accountancy firm in Bristol that is experiencing positive growth. They offer a superb client service, excellent quality, and a range of work, along with a client care-focused ethos based on building trusted relationships. This firm provides market-leading benefits, bonuses, and a flexible working environment...

Michael Page (UK) is seeking a Financial Manager to join their team in Bristol. As a trusted partner, you will oversee the delivery of financial services to a portfolio of trust clients, building strong relationships and ensuring compliance.The ideal candidate will hold ACA /ACCA/ CTA and/or STEP qualifications, with a background in accountancy practice and...

About the RoleWe are seeking an experienced Strategic Portfolio Manager to join our team at PER, Private Equity Recruitment.Job DescriptionBoard Seat Responsibility: This role involves sitting on the boards of multiple portfolio companies, working closely with CEOs and business owners as a trusted strategic advisor.Liaising with Management Teams: You will...

We are seeking an experienced Tax Advisory Manager to join our team in Bristol, Hampshire. As a key member of our tax advisory team, you will be responsible for managing a portfolio of trust clients for our private wealth individuals.This is an advisory, client-facing role with opportunities for career progression and potential future partnership.Key...

We are seeking an experienced Trust Manager to join our Private Wealth team, working in Tax/Trust & Accounting. This role involves preparing trust accounts and personal/trust returns for review, as well as undertaking peer reviews.As a Trust Manager, you will be responsible for managing the day-to-day trust affairs of your client portfolio, which includes...

About the RoleWe are seeking an experienced Trust Manager to join our dynamic team at Michelmores. As a key member of our Tax, Trusts and Succession team, you will play a vital role in managing a portfolio of trusts to provide an efficient trust administration service.Key ResponsibilitiesMaintain time recording on client matters daily in accordance with the...

Job Description\This Tax and Trust Specialist position involves working independently to prepare trust accounts, review personal/trust returns, and conduct peer reviews. The role also requires dealing with day-to-day trust affairs of client portfolios, ensuring engagement letters are in place, and fees are agreed and billed accordingly.\You will assist other...

About the FirmThis top-tier law firm boasts a fantastic reputation and is constantly expanding and developing. They excel in key areas such as Agriculture & Rural Affairs, Private Wealth, mid-market Corporate/M&A, Employment, Environment, Litigation, Planning, Real Estate, Restructuring & Insolvency, and Family/Matrimonial law.The firm has a strong sense of...

We are seeking a skilled Financial Trust Professional to join our esteemed Private Wealth team in Bristol. Reporting to a Trust Accounts Manager, you will be responsible for providing general support to other members of the team.The Private Wealth team is a collaboration of lawyers, accountants, financial advisors and tax specialists who work together to...

Harris Hill Charity Recruitment Specialists is a leading partner in medical research charity recruitment. We are currently seeking an experienced Senior Trusts Manager to join our successful income generation team in Bristol.About the Role:The Senior Trusts Manager will lead on the delivery of high-value income from trusts and grant givers, working closely...

Company Overview:Moon Executive Search is a leading recruitment agency specialising in senior-level placements. We are currently seeking an experienced Real Estate Portfolio Manager to join our client, St Monica Trust, based in Bristol.About the Role:The successful candidate will be responsible for overseeing the Trust's real estate portfolio, ensuring...

We are seeking a Senior Trust Administrator to join our dynamic and forward-thinking team at Mandaus Legal Search. Our client is a leading law firm that helps enterprises and individuals navigate change to find a positive future.As a Senior Trust Administrator, you will support the Trust Director, Partners, and other team members in managing a portfolio of...

Job SummaryWe are seeking a reliable and detail-oriented individual to join our Bank of casual staff at St Monica Trust. As a Bank Services Associate, you will be responsible for providing excellent cleaning and meals services to our residents.About the RoleThis is a flexible role that allows you to choose shifts that suit your availability and meet the...

Company OverviewOxleas NHS Foundation Trust is a leading provider of healthcare services in the South of England, with a portfolio of 19 prisons across the region.We are committed to delivering high-quality care and improving health outcomes for patients in prison settings.

Lawes Insurance Recruitment is seeking a Commercial Client Portfolio Manager to join their specialist team based in the Southern counties. This role offers an excellent opportunity for a seasoned professional to leverage their expertise and drive business growth within a leading Insurance Brokerage.Job OverviewAs a Commercial Client Portfolio Manager, you...

About our clientWe're working with one of the UK's leading SME investors, seeking to expand its portfolio team. As a key member, you'll collaborate closely with dynamic growth businesses and entrepreneurs, supporting them throughout their time in the portfolio.Key responsibilities:Board seat representation for various portfolio companiesLiaise regularly with...