At a Glance
- Tasks: Manage diverse trusts and estates, ensuring compliance and delivering excellent client service.
- Company: Join Kreston Reeves, a leading professional services firm with a rich history.
- Benefits: Enjoy competitive salary, hybrid working, and extensive wellbeing support.
- Other info: Opportunities for continuous development and a commitment to diversity and inclusion.
- Why this job: Make a real impact in a collaborative environment while developing your career.
- Qualifications: Experience in trust or estate administration and strong organisational skills required.
The predicted salary is between 40000 - 50000 € per year.
We are seeking an experienced Trust professional to join our London Trust & Estate team in a hybrid role (3 days in the office, 2 days working from home). This is a predominantly fee-earning position within one of London’s largest Trust departments, supporting a diverse portfolio of over 600 trusts, estates, small charities, and family office-style arrangements. The role combines trust and estate administration, accounting support, and client service delivery. You will work closely with trustees, beneficiaries, HMRC, solicitors, stockbrokers, and internal teams, contributing to both compliance and day-to-day administration within a collaborative and high-performing environment.
About the role
- Managing the day-to-day administration of a varied portfolio of trusts and estates
- Preparing trust tax returns, annual accounts, and supporting estate accounts and related tax compliance work
- Assisting with inheritance tax reporting and other key tax events
- Maintaining accurate trust records, including cashbooks and financial systems
- Monitoring trust and estate bank accounts, preparing cashflows, and ensuring timely payment of liabilities
- Acting as a key point of contact for trustees, beneficiaries, HMRC, solicitors, banks, and other advisers
- Supporting client onboarding, including account setup, closures, and ongoing record maintenance
- Drafting engagement letters and supporting client communications
- Assisting with billing processes, including fee raising, debtor management, and credit control support
- Monitoring stockbrokers’ online accounts and preparing summaries as necessary
- Assisting with deputyship administration and accounts
- Assisting with maintaining key date registers (e.g., FATCA, CRS, IHT deadlines)
- Participating in debtor reviews and monthly credit control meetings
- Providing general administrative and project support to the wider team as required
What we're looking for
- Exposure to Trust or estate environment
- Strong organisational skills with excellent attention to detail
- Confident communicator with strong written and verbal skills
- Ability to manage multiple priorities and meet deadlines in a busy environment
- Collaborative, proactive, and supportive team player
- Basic understanding of trust accounting and taxation
- Educated to A-Level or degree level (or equivalent experience)
- Ideally ATT or STEP or part qualified (desirable)
What we can offer
- Financial wellbeing – competitive salary, contributory pension scheme, Life Assurance, Health Cash Plan, Income Protection Scheme and Perks at Work discounts and rewards.
- Leave – 25.5 days plus bank holidays, holiday buying
- Mental wellbeing – hybrid working (3 days in the office/2 from home) and flexible working policies, Employee Assistance Programme and counselling
- Physical wellbeing – Private Medical Insurance, Critical Illness Insurance and an annual flu jab.
- Recognition – monthly nominations for financial awards based on culture and values
- Development – we offer continuous support and development with clear mapped progression routes across the business, as well as access to internal and external training courses
- Diversity, inclusion and belonging – we operate several family-friendly policies and take proactive steps to create an inclusive environment
- ESG – give as you earn, 1 extra day off each year to take up volunteering opportunities.
- Opportunities to support our commitment to charitable causes
- Travel – other optional benefits include: cycle to work scheme, interest-free season ticket loan (London only), interest-free car/motorbike loan
At Kreston Reeves, we are committed to creating an inclusive and accessible workplace for all. We understand that everyone has unique needs, and we strive to accommodate them through reasonable adjustments. Whether it's adapting work environments, providing assistive technologies, or modifying processes, we are dedicated to supporting our employees in realising their full potential. If you require any reasonable adjustments to participate in our recruitment process or thrive in your role, please don't hesitate to reach out by emailing. Your success is important to us, and we're here to ensure a supportive and inclusive experience for all.
About Kreston Reeves
With 200 years of history, we are an award-winning professional services firm with offices in London, Kent and Sussex. We provide a full range of accountancy, business advisory and wealth services, tailored to our clients’ needs. We guide our clients, colleagues and communities to a brighter future. We help businesses, not for profit organisations, individuals and families with more than just accountancy, business and wealth advice. Our dedication to providing a personal service is what sets us apart – we get to know you, understand your goals, support and advise you on your journey to help you realise your ambitions. We’re proud to be B Corp certified, demonstrating our commitment to our environmental, social and governance programme which is central to our purpose and vision. We actively encourage all our colleagues to give back to their local communities whenever they can.
Trust Senior/Administrator in London employer: Kreston Reeves LLP
Kreston Reeves is an exceptional employer, offering a supportive and inclusive work culture that prioritises employee wellbeing and development. With a competitive salary, generous leave policies, and a commitment to continuous professional growth, employees in the London Trust & Estate team benefit from a hybrid working model and a collaborative environment that fosters both personal and professional success. The firm's dedication to diversity, community engagement, and ESG initiatives further enhances its appeal as a meaningful place to work.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Senior/Administrator in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the Trust and Estate sector. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Familiarise yourself with their values and recent projects. This will help you tailor your responses and show that you’re genuinely interested in joining their team.
✨Tip Number 3
Practice your communication skills! As a Trust professional, you’ll need to convey complex information clearly. Try mock interviews with friends or use online platforms to refine your verbal and written communication.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Trust Senior/Administrator in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in trust and estate administration. We want to see how your skills align with the role, so don’t hold back on showcasing your relevant achievements!
Show Off Your Communication Skills:Since this role involves liaising with various stakeholders, it’s crucial to demonstrate your strong written and verbal communication skills. Use clear and concise language in your application to reflect this – we love a confident communicator!
Highlight Your Organisational Skills:Given the busy environment of our Trust & Estate team, emphasise your organisational abilities and attention to detail. Share examples of how you’ve successfully managed multiple priorities in the past – we’re all about collaboration and efficiency!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Kreston Reeves LLP
✨Know Your Trust Basics
Before heading into the interview, brush up on your knowledge of trust and estate administration. Familiarise yourself with key terms like inheritance tax, trust accounting, and compliance requirements. This will show that you’re not just a candidate but someone who understands the industry.
✨Showcase Your Organisational Skills
Since the role requires managing multiple priorities, prepare examples from your past experiences where you successfully juggled various tasks. Highlight your attention to detail and how you maintained accurate records or met tight deadlines. This will demonstrate your ability to thrive in a busy environment.
✨Communicate Confidently
As a key point of contact for various stakeholders, strong communication skills are essential. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few questions to ask during the interview to showcase your engagement and interest in the role.
✨Emphasise Team Collaboration
This position is all about working closely with others, so be ready to discuss your experience as a team player. Share specific instances where you collaborated effectively with colleagues or external partners, and how you contributed to a positive team dynamic.
