Trusts Executive

Trusts Executive/Administrator Location: Torquay (Hybrid working) Full or part-time considered What's on offer? Open to applicants from a Legal or Accountancy background Competitive salary Hybrid working available (after probation) 25 days holiday Your birthday off 1 hour 15 min lunch break if you wish Annual pay reviews The Opportunity: Join this broader Private Client team and specialise in trust creation, management and tax-efficient wealth preservation This role involves administering trusts, managing assets, completing trust tax returns, advising trustees on their responsibilities and overseeing the distribution of trust income and capital Regular client and beneficiary interaction is essential, as well as liaising with professional organisations and agencies Responsibilities Include: Setting up trust accounts, maintaining records and handling related administration Preparing annual trust accounts and tax returns Advising trustees and liaising with beneficiaries Transferring and investing balances on behalf of clients and trusts What You Bring: Experience in private client work, accountancy or tax administration (trust experience is a bonus) Understanding of trust tax affairs or private client disciplines is an advantage Strong relationship-building skills, client-focused approach and a proactive attitude Enthusiasm for delivering first-class service and working collaboratively in a friendly, supportive environment Whether full-time or part-time, this role offers a fantastic opportunity for career progression in private client trust work within a highly regarded team. What next? Click on apply now to send your CV over Or call Paul Norman today for a confidential conversation about this and other vacancies across the South West INDGEMS

Location: Torquay, GB

Posted Date: 4/19/2025