Full-Time Trust Professional

1 month ago


Bristol, Bristol, United Kingdom Womble Bond Dickinson Full time

We are seeking a highly skilled and experienced Trust Manager to join our Private Wealth team at Womble Bond Dickinson.

About the Role

This is an exciting opportunity for a professional with expertise in trust accounts preparation, personal/trust returns, and peer reviews. You will be working independently to prepare trust accounts and assisting other members of the team in managing client affairs. The role involves dealing with high net-worth individuals, trusts, and estates, ensuring engagement letters are in place, and fees are agreed and billed accordingly.

The ideal candidate will have experience of trust accounts preparation, preferably from within accountancy practice, knowledge of various account formats, processes, and procedures, as well as proficiency in spreadsheet format (Excel) and written report form (Word).

As a member of our Private Wealth team, you will be part of a collaboration of lawyers, accountants, financial advisers, and tax specialists. Our hybrid working policy offers flexibility, with most employees spending 3 days in the office and 2 days working from home. However, we operate a flexible approach, and this role could be carried out remotely, provided regular visits to our offices for collaborative working are possible.

About Us

At Womble Bond Dickinson, we offer a dynamic work environment that values diversity, equity, and inclusion. We strive to create a workplace where everyone feels valued and supported. As an equal opportunities employer, we welcome applications from candidates with disabilities or long-term conditions.

What We Offer

We estimate the salary for this position to be around £55,000 - £65,000 per annum, depending on experience. In addition to a competitive salary, we offer a range of benefits, including opportunities for professional development, flexible working arrangements, and a comprehensive pension scheme. This role offers a unique blend of autonomy, teamwork, and opportunities for growth and development.



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