Trust Portfolio Specialist

Cedar Recruitment is seeking an experienced Trust Portfolio Manager to join their esteemed team. As a key member, you will oversee a captivating portfolio of UK resident and charitable trusts, making meaningful impacts every day.With a strong focus on delivering exceptional results, the ideal candidate will have expertise in managing trust portfolios,...

**Job Description**We are seeking an experienced Trust Portfolio Manager to join our team in London. As a key member of our professional services department, you will be responsible for managing a portfolio of trusts, ensuring all tax compliance matters are handled efficiently.The ideal candidate will have a strong understanding of tax compliance and...

Job Title: Trust Portfolio ManagerLocation: LondonSalary: £62,500 - £87,000 per annumThe 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...

Guy's and St Thomas' NHS Foundation Trust is seeking a Portfolio Management Specialist to join its Central Portfolio Office. As a key member of the team, you will be responsible for managing the prioritization and portfolio management process, maintaining the Trust's five-year capital plan, and supporting the delivery of major strategic programmes within our...

Join us at Scientific PortfolioWe are seeking a skilled Client Solutions Specialist to help our clients get the most out of our platform. As part of our team, you will be responsible for acquiring expertise in our platform, engaging with users, and identifying use cases.The ideal candidate has at least 5 years of experience in the financial industry,...

About the RoleWe are seeking a skilled Portfolio Delivery Specialist to join our Central Portfolio Office at Guy's and St Thomas' NHS Foundation Trust. This is an exciting opportunity to work on high-profile projects and contribute to the strategic transformation of our organisation.The ideal candidate will have a strong background in programme management,...

About the Role: We are seeking a skilled Tax and Trusts Specialist to join our Private Client team at Howells Consulting Ltd.Job Summary: The successful candidate will take responsibility for a portfolio of offshore and onshore trusts, acting as their primary point of contact. They will work closely with Directors and Partners on ad hoc trust structuring,...

Role DescriptionAs a Trust and Estate Specialist, you will be responsible for managing a portfolio of trusts and tax compliance clients. You will provide ad hoc planning and advisory support to the directors, including preparation of trust accounts, self-assessment tax returns, IHT returns, estate tax returns, and personal tax returns.We are looking for an...

Austen Lloyd Limited, a well-established law firm in Hertfordshire, is looking for a skilled Trust Manager to join their Private Client team. This exciting role provides a chance to work with a reputable company on a varied portfolio of trusts.Job Summary:Administer trusts, ensuring compliance with laws and regulations and providing expert guidance to...

Company OverviewService Care Solutions Ltd, a leading provider of top-tier accounting services, seeks an experienced Trust Manager/Senior Manager to join their team in London. As a key member of the team, this individual will be responsible for managing a diverse portfolio of UK resident and charitable trusts.

We are seeking a Private Client Trust Specialist to join our esteemed tax and trusts team. As a key member of our team, you will be responsible for administering a portfolio of trusts, drafting documents related to the winding up of trusts, appointment of Trustees, preparing inheritance tax forms, and undertaking day-to-day administration of the trusts.Key...

Job SummaryWe are looking for an experienced Payroll Specialist to join our team at Portfolio Payroll. As a key member of our operations team, you will be responsible for managing our client's UK payrolls on ADP IHCM, ensuring accuracy and timeliness of all payments.Key Responsibilities- Manage UK payrolls on ADP IHCM- Coordinate with stakeholders to resolve...

Cedar Recruitment is seeking a highly skilled UK Resident Trust Specialist to join their team. This is a fantastic opportunity to grow your career and contribute to the success of a reputable organization.The ideal candidate will have significant experience in managing trust portfolios, with a proven track record of delivering results. A competitive salary...

About the RoleThe DEC is looking for a Trusts and Foundations Specialist to lead and manage our grants management processes. As a key member of our development team, you will be responsible for developing and managing our trusts and foundations portfolio.The successful candidate will have excellent administrative skills, with experience in grant management...

We are seeking an experienced Senior Trusts and Tax Specialist to join our high-quality Private Client team. This team advises a distinguished HNW UK and international client base from offices in London and Tunbridge Wells. As a Senior Trusts and Tax Specialist, you will work closely with highly experienced directors and partners, providing holistic tax and...

Establishing a strong reputation for advising high-net-worth individuals and families involves more than just managing trust structures. Our client seeks an experienced trusts professional to join their Private Client firm, where the incoming Trust & Tax Manager will oversee portfolios of trusts, preparing accounts, reviewing tax returns/reporting, and...

Job DescriptionEvelyn Partners, the UK's leading integrated wealth management and professional services group, seeks an experienced Trust Tax Specialist to join its delivery team. This role offers a unique opportunity to work with a wide-ranging portfolio of clients, providing high-quality service and identifying planning opportunities.Key...

About the RoleWe are seeking an experienced Payroll and Pensions Officer to join our Portfolio Payroll team in Lancashire. As a key member of the team, you will be responsible for processing payroll for a variety of clients, ensuring accurate and timely payments.The successful candidate will have excellent technical skills, including proficiency in relevant...

The Apex Group is a leading provider of fund administration and middle office solutions, with a global presence and a commitment to delivering exceptional client service.As a Senior Corporate Trust Professional at the APEX Group, you will have the opportunity to work on a portfolio of Corporate Trusts, providing client service delivery in line with Apex risk...

Job DescriptionWe are seeking an experienced Senior Credit Controller to join our team at Portfolio Credit Control. In this role, you will be responsible for managing the credit and collections processes to ensure timely payments from leasehold tenants.Key Responsibilities:Credit Policy Adherence: Monitor and enforce existing credit policies, ensuring best...