Trust Portfolio Manager
3 weeks ago
Job Title: Trust Portfolio Manager
Location: London
Salary: £62,500 - £87,000 per annum
The successful candidate will have a strong background in managing trusts and experience of working with charitable trusts. Key responsibilities include reviewing work prepared by team members, inputting into their training and mentoring.
Main Responsibilities:
- Ensuring key deadlines for annual accounts and tax compliance are met
- Reviewing work prepared by members of the team
- Liaising with tax, accounts and financial planning teams to ensure a joined-up approach
Candidate Criteria:
- CTA and/or STEP Qualified
- Experience in a similar role, managing a trusts portfolio in practice
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