Senior Trust Advisory Professional

3 weeks ago


London, Greater London, United Kingdom Pro-Tax Full time

Company Overview


We are a leading top 30 accountancy practice in the UK, dedicated to providing exceptional services to our clients.



Salary and Benefits


The successful candidate can expect a competitive salary of £75,000 plus benefits, making this an attractive opportunity for professionals seeking a rewarding career.



About the Role


As a key member of our Trust team based in London, you will report directly to our Partners and Directors, working on a diverse portfolio that includes charitable trusts.



Key Responsibilities



  • Manage a varied portfolio of trust clients, ensuring timely and efficient delivery of services.
  • Develop and maintain excellent relationships with clients, built on trust, respect, and confidence.
  • Collaborate with our team to deliver high-quality services, sharing knowledge and expertise to drive growth and success.


Requirements


To succeed in this role, you will require:



  • A strong understanding of trusts, CTA, and STEP qualifications.
  • An excellent ability to build confidence, respect, and trust in others.
  • A deep understanding of estate and probate administration, with a passion for delivering exceptional results.


What We Offer


In return for your skills and experience, we offer a supportive and collaborative work environment, where your input and contributions will be valued and respected.



Contact Information


Please submit your CV to John Corfield at Pro-Tax for consideration. We look forward to hearing from you.




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