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- Tasks: Manage a diverse portfolio of trust clients and handle compliance and advisory work.
- Company: Join Kreston Reeves, an award-winning firm with 200 years of history in professional services.
- Benefits: Enjoy hybrid working, competitive salary, generous leave, and wellness perks.
- Why this job: Enhance your expertise in Trust and Estate while working in a supportive, inclusive environment.
- Qualifications: Strong communication skills and at least two years' experience in trust or estate work required.
- Other info: We offer continuous development opportunities and support for professional exams.
The predicted salary is between 43200 - 72000 £ per year.
If you are interested in people and their families and have at least two year\’s experience in trust or estate work then there is a great opportunity for you in the London Trust & Estate Team. Consisting of 10 skilled professionals, our Trust and Estate team ranks among the largest Trust departments in London (for a firm of our size) and we are seeking an ambitious Trust Senior who is eager to enhance their expertise in Trust and Estate through learning and development.
As a Trust Senior, you will manage a diverse portfolio of trust clients, handling trusts encompassing private company shares, multi-million-pound assets in property and investments, as well as deceased clients\’ estates. The team currently provides a service for approximately 600+ Trusts; estates; small private charities; individual clients and their families and family office type administrative services.
In this role you will have the opportunity to deal with both compliance and advisory work.
You\’ll also collaborate with various departments within the firm, along with regular interactions with clients, solicitors, stockbrokers, HMRC, other professional bodies and key stakeholders.
About the role
Drafting trust tax returns and managing access permissions
Preparing annual trust accounts
Assisting with drafting estate accounts and attending to estate administration period tax reporting requirements
Assisting the team with Trust and Estate advisory tasks
Communicating effectively with clients and external professionals
Assisting with the financials of the department including raising fees
Preparing and calculating inheritance tax events accurately
What we\’re looking for
Strong communication skills
Excellent organisational skills
Collaborative and supportive team player
Exposure to Trust or estate environment
Aspiring to pursue professional exams (e.g., ATT, CTA, STEP)
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 recruitment@krestonreeves.com. Please remember, you only need to share what you are comfortable to for us to support your request. Your success is important to us, and we\’re here to ensure a supportive and inclusive experience for all.
About Kreston ReevesWith 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 CorpTM 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.
For further information, and to apply, please visit our website via the \”Apply\” button below.
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Trust Senior employer: Kreston Reeves LLP
Contact Detail:
Kreston Reeves LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Senior
✨Tip Number 1
Familiarise yourself with the latest regulations and compliance requirements in trust and estate management. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to staying updated in this field.
✨Tip Number 2
Network with professionals in the trust and estate sector, especially those who work at Kreston Reeves or similar firms. Attend industry events or join relevant online forums to build connections that could lead to referrals or insider information about the role.
✨Tip Number 3
Prepare to discuss specific scenarios from your previous experience where you successfully managed client relationships or handled complex trust issues. Real-life examples will showcase your problem-solving skills and ability to communicate effectively with clients and stakeholders.
✨Tip Number 4
Research Kreston Reeves' values and culture thoroughly. Understanding their commitment to diversity, inclusion, and community engagement will help you align your responses during interviews and show that you are a good fit for their team.
We think you need these skills to ace Trust Senior
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in trust or estate work, particularly any relevant roles you've held. Emphasise your strong communication and organisational skills, as these are key for the Trust Senior position.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific experiences that demonstrate your ability to manage a diverse portfolio of trust clients and your eagerness to pursue professional exams like ATT, CTA, or STEP.
Showcase Relevant Skills: Highlight your exposure to compliance and advisory work in your application. Provide examples of how you've effectively communicated with clients and external professionals, as this is crucial for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is essential in the Trust and Estate field.
How to prepare for a job interview at Kreston Reeves LLP
✨Showcase Your Experience
Make sure to highlight your two years of experience in trust or estate work. Be prepared to discuss specific cases or projects you've worked on, especially those involving complex trusts or estates.
✨Demonstrate Strong Communication Skills
Since the role involves regular interaction with clients and various professionals, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated in past roles, particularly in challenging situations.
✨Emphasise Team Collaboration
As a Trust Senior, you'll be part of a larger team. Share experiences that demonstrate your ability to work collaboratively, support colleagues, and contribute to a positive team environment.
✨Express Your Commitment to Professional Development
Mention your aspirations to pursue professional exams like ATT, CTA, or STEP. This shows your dedication to continuous learning and growth within the trust and estate field, which is highly valued by employers.
