Senior Trust Advisory Professional
3 weeks ago
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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