Trust Executive

3 weeks ago


Bath, Bath and North East Somerset, United Kingdom THRINGS Full time

Job Title: Trust Executive

About the Role:

We are seeking an experienced Trust Executive to join our Private Client/Succession & Tax team in Bath. The successful candidate will have a proven track record of running their own files and prioritizing work as required.

Key Responsibilities:

  • Reporting to and liaising with Trust beneficiaries
  • Carrying out annual Trust reviews
  • Drafting Trust documentation
  • Preparing Trust Inheritance Tax, Capital Gains Tax and Income Tax returns
  • Day-to-day Trust administration including data entry of investment transactions
  • Reviewing and updating FATCA/GIIN status for Trusts

Requirements:

To succeed in this role, you will need to be organized, able to work at pace and deliver to multiple deadlines. You will also need to have excellent communication skills and be able to provide exceptional client service.

What We Offer:

As a Trust Executive at Thrings, you will have the opportunity to work in a supportive and inclusive environment. We offer a range of benefits including Private Medical Insurance, Dental Insurance, and Health checks.



  • Bath, Bath and North East Somerset, United Kingdom THRINGS Full time

    Trust Executive Opportunity at ThringsWe are seeking an experienced Trust Executive to join our Private Client/Succession & Tax team in our Bath office. This role offers a unique opportunity to work with a diverse range of clients and contribute to the growth and success of our team.Key Responsibilities:Reporting to and liaising with Trust...

  • Trust Director

    2 weeks ago


    Bath, Bath and North East Somerset, United Kingdom THRINGS Full time

    At Thrings, we are seeking an experienced and skilled Trust Executive to join our Private Client/Separate and Tax team in our Bath office.The role offers a unique opportunity to work with a diverse range of clients and to develop your expertise in trust administration, estate planning, and tax compliance.Key responsibilities will include:Reporting to and...

  • Trust Executive

    4 weeks ago


    Bath, Bath and North East Somerset, United Kingdom THRINGS Full time

    Role OverviewWe are seeking an experienced Trust Executive to join our Private Client/Succession & Tax team in our Bath office. This role offers a unique opportunity to work with Private Clients, utilizing your skills to provide exceptional client service and support.Key ResponsibilitiesReporting to and liaising with Trust beneficiariesCarrying out annual...

  • Trust Executive

    4 weeks ago


    Bath, Bath and North East Somerset, United Kingdom THRINGS Full time

    We are seeking an experienced Trust Executive to join our Private Client/Succession & Tax team in our Bath office. This role offers a unique opportunity to work with Private Clients, utilizing your skills to run your own files and prioritize work as required. You will be confident in your ability to work autonomously as well as part of a team, handling a...


  • Bath, Bath and North East Somerset, United Kingdom Bath & Wells Multi Academy Trust Full time

    Job OverviewThe Bath & Wells Multi Academy Trust is a family of schools that collaborate to deliver exceptional educational experiences for children. Our primary goal is to ensure every school within the Trust provides an outstanding education, underpinned by a distinctively Christian ethos.Key ResponsibilitiesSupport the effective governance of one or...

  • Sales Executive

    2 months ago


    Bath, Bath and North East Somerset, United Kingdom beBee Professionals Full time £30,000 - £45,000

    Account ExecutiveWe are seeking a skilled Account Executive to manage client relationships, drive revenue growth, and ensure customer satisfaction through excellent service.Key Responsibilities:Manage a portfolio of existing clients, ensuring their needs are met and exceeded.Identify and develop new business opportunities with potential clients, leveraging...


  • Bath, Bath and North East Somerset, United Kingdom BTA Full time

    Are you a skilled Private Client Solicitor or Legal Executive looking for a new challenge? BTA is offering a fantastic opportunity to join their market-leading Private Client department in their Bath office.The firm is seeking a full-time or part-time Solicitor or Legal Executive to work as part of a successful private client team, handling exceptional...

  • Transformation Lead

    4 weeks ago


    Bath, Bath and North East Somerset, United Kingdom Avon & Wiltshire Mental Health Partnership NHS Trust Full time

    About the RoleWe are seeking a highly effective leader to oversee the implementation and embedding of a new therapeutic offer on our acute inpatient wards. This will involve designing and leading the transformation of rehabilitation pathways across both BNSSG and BSW, and overseeing the implementation of reasonable adjustments across our inpatient estate for...


  • Bath, Bath and North East Somerset, United Kingdom Avon & Wiltshire Mental Health Partnership NHS Trust Full time

    Job OverviewWe are seeking a highly experienced and skilled Chief Human Resources Officer to join our team at Avon & Wiltshire Mental Health Partnership NHS Trust.This is an exciting opportunity to lead on all aspects of our people agenda, working closely with the Executive Director for People's senior team and supporting them in the interface with our two...


  • Bath, Bath and North East Somerset, United Kingdom Chris McCambridge Full time

    Company OverviewThe Huntsman, a traditional pub in the heart of Bath, is part of the Fuller's family. We're committed to creating a welcoming atmosphere for both our team and customers.SalaryWe offer a competitive salary, estimated at £45,000 per annum, based on industry standards and location.Job DescriptionWe're seeking an experienced Executive Service...


  • Bath, Bath and North East Somerset, United Kingdom Avon & Wiltshire Mental Health Partnership NHS Trust Full time

    About the RoleWe are seeking a highly experienced Deputy Chief Operating Officer to join our senior leadership team at Avon and Wiltshire Mental Health Partnership NHS Trust.As a key member of our executive team, you will play a pivotal role in shaping the future of our services and driving continuous improvement across our mental health and learning...


  • Bath, Bath and North East Somerset, United Kingdom Royal United Hospitals Bath NHS Foundation Trust Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our team as Director of Medicine and Nursing at Royal United Hospitals Bath NHS Foundation Trust.Job OverviewThis is an exciting opportunity for a dynamic individual to lead the delivery of clinical services, overseeing the leadership of nursing colleagues and contributing to...


  • Bath, Bath and North East Somerset, United Kingdom Avon & Wiltshire Mental Health Partnership NHS Trust Full time

    About the RoleWe are seeking a highly experienced and skilled Senior People Director to join our team at Avon and Wiltshire Mental Health Partnership NHS Trust. As a key member of our leadership team, you will play a critical role in shaping our People Strategy and driving business outcomes through effective people management.The successful candidate will...

  • Culinary Artiste

    15 hours ago


    Bath, Bath and North East Somerset, United Kingdom Francis Hotel Full time

    About UsThe Francis Hotel, a leading hospitality provider, is seeking an exceptional Culinary Artiste to join our esteemed team as Executive Pastry Chef.Salary and BenefitsWe offer a competitive salary of £35,945 per annum, plus service charge, overtime, and attractive benefits packages. Enjoy free hotel breaks, leisure passes, enhanced maternity and...


  • Bath, Bath and North East Somerset, United Kingdom Avon & Wiltshire Mental Health Partnership NHS Trust Full time

    About the RoleWe are seeking an exceptional HR professional to join our team as Deputy Director for People and Workforce Strategy. This is a key leadership role that will play a crucial part in leading our People Directorate and delivering our People Strategy.The successful candidate will have a proven track record of working at a senior level in a large...


  • Bath, Bath and North East Somerset, United Kingdom Avon & Wiltshire Mental Health Partnership NHS Trust Full time

    As a key member of our team, you will play a critical role in ensuring that individuals in acute mental health crisis receive the right care in the right place at the right time. This involves working closely with inpatient and crisis/intensive services across AWP to embed the principles of GIRFT (Get it Right First Time).The aim is to support people to be...

  • Transformation Lead

    4 weeks ago


    Bath, Bath and North East Somerset, United Kingdom Avon & Wiltshire Mental Health Partnership NHS Trust Full time

    About the RoleWe are seeking a highly effective leader to oversee the implementation and embedding of a new therapeutic offer on our acute inpatient wards, designing and leading the transformation of rehabilitation pathways across both BNSSG and BSW.The successful candidate will have exceptional partnership, negotiating, persuading and interpersonal skills...


  • Bath, Bath and North East Somerset, United Kingdom Avon & Wiltshire Mental Health Partnership NHS Trust Full time

    About the RoleThe Deputy Director for People will play a key role in leading our People Directorate and delivering our People Strategy, working closely with the Executive Director for People's senior team and supporting them in the interface with our Integrated Care Systems.As a senior HR professional, you will be responsible for managing a busy and...


  • Bath, Bath and North East Somerset, United Kingdom Avon & Wiltshire Mental Health Partnership NHS Trust Full time

    About the JobWe are seeking a highly skilled and experienced People Director to join our team at Avon and Wiltshire Mental Health Partnership NHS Trust. As a key member of our senior leadership team, you will be responsible for leading our People Directorate and delivering our People Strategy.The ideal candidate will have a strong track record of success in...


  • Bath, Bath and North East Somerset, United Kingdom Avon & Wiltshire Mental Health Partnership NHS Trust Full time

    Key Responsibilities:We are seeking an exceptional HR professional to join our team as Deputy Director for People, playing a pivotal role in leading our People Directorate and delivering our People Strategy. The Deputy Director will oversee all aspects of our people agenda across AWP, working closely with the Executive Director for People's team and...