At a Glance
- Tasks: Manage a diverse trust portfolio and ensure compliance with fiduciary responsibilities.
- Company: Established Family Office with a focus on quality client service.
- Benefits: No timesheets, supportive team, and a stable career path.
- Other info: Opportunity to work with family and charitable trusts in a respected environment.
- Why this job: Enjoy autonomy and variety in your work without the pressure of chargeable hours.
- Qualifications: Experience in trust accounting, taxation, and strong communication skills.
The predicted salary is between 45000 - 55000 £ per year.
Are you an experienced Trust professional looking for a role where you can concentrate on interesting client work, deepen your technical expertise and work as part of a small, highly regarded team—without the pressure of chargeable hour targets and endless timesheets? Our client is a long-established Family Office responsible for a diverse portfolio of family and charitable trusts. This is an ideal opportunity for someone who enjoys the technical and administrative aspects of trust work and is looking for greater variety, autonomy and quality of life than is often available within larger accountancy or professional services firms.
The Opportunity
You’ll play an important role in the management of a varied trust portfolio, becoming a trusted point of contact and taking ownership of a wide range of compliance and fiduciary responsibilities. The work is broad and engaging, covering:
- Preparation of trust accounts and tax returns
- Trust and estate taxation, including capital gains tax and inheritance tax matters
- Managing distributions and beneficiary payments
- Trust cashflow management and reconciliations
- Preparing HMRC submissions and claims
- Supporting the administration of family and charitable trusts
- Liaising with beneficiaries, professional advisers, stockbrokers and other third parties
- Assisting with trust events, restructuring and beneficiary entitlement matters
- Ensuring compliance obligations are met accurately and efficiently
The portfolio offers exposure to a range of trust structures and complex client situations, providing the opportunity to develop and apply your technical knowledge in a supportive environment with highly skilled and experienced senior colleagues.
About You
We’re interested in speaking with experienced Trust professionals who have developed strong technical knowledge across trust accounting, taxation and administration. You are likely to have:
- Several years' experience working with trusts and estates
- Strong experience preparing trust accounts and tax returns
- Knowledge of CGT, IHT and trust taxation compliance
- The confidence to manage a portfolio of work with minimal supervision
- Excellent attention to detail and organisational skills
- Strong communication skills and a client-focused approach
Why Join?
- No onerous timesheets or chargeable hour pressures
- Work directly within a respected Family Office environment
- Join a small, experienced and supportive team
- Broad and technically interesting trust portfolio
- Exposure to family and charitable trusts
- Opportunity to focus on quality client service and technical excellence rather than utilisation targets
- Stable, long-term career opportunity with an excellent reputation
This role would suit an experienced Trust Specialist probably at AM/Manager level seeking a more rewarding environment where expertise is valued, bureaucracy is minimal, and the emphasis is firmly on delivering exceptional service to trust beneficiaries and stakeholders.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Specialist in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Buckley Consulting LLP. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Trust Specialist in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Buckley Consulting LLP.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Buckley Consulting LLP's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Buckley Consulting LLP
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Buckley Consulting LLP.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Buckley Consulting LLP will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Buckley Consulting LLP employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
