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- Tasks: Manage diverse trust portfolios and collaborate with clients and professionals.
- Company: Join a leading Trust & Estate team in London with a supportive culture.
- Benefits: Competitive salary, hybrid working, health perks, and 25.5 days leave.
- Why this job: Enhance your expertise in Trust and Estate while making a real impact.
- Qualifications: Experience in trust or estate work and strong communication skills.
- Other info: Opportunities for professional development and a commitment to inclusivity.
The predicted salary is between 36000 - 60000 ÂŁ 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 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.
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
✨Network Like a Pro
Get out there and connect with people in the trust and estate field. Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience in managing diverse portfolios and your strong communication skills. We want to see how you can bring value to the team, so don’t hold back on sharing your successes!
✨Prepare for the Interview
Do your homework on the company and the role. Understand their values and how they operate within the trust and estate sector. We recommend preparing some thoughtful questions to ask during the interview – it shows you’re genuinely interested and engaged!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Trust Senior
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects your experience in trust or estate work. Highlight relevant skills and achievements that align with the Trust Senior role. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for working with clients and families, and explain why you're excited about the opportunity at Kreston Reeves. Let us know what makes you the perfect fit!
Showcase Your Communication Skills: Strong communication is key in this role. In your application, demonstrate how you've effectively communicated with clients and professionals in the past. We love seeing examples of collaboration and teamwork!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Kreston Reeves LLP
✨Know Your Trusts
Make sure you brush up on your knowledge of trusts and estates before the interview. Familiarise yourself with different types of trusts, tax implications, and recent changes in legislation. This will not only show your expertise but also your genuine interest in the role.
✨Showcase Your Communication Skills
As a Trust Senior, you'll be interacting with clients and various professionals regularly. Prepare examples of how you've effectively communicated complex information in the past. This could be through client meetings or collaboration with other departments.
✨Demonstrate Organisational Skills
The role requires excellent organisational skills, so think of specific instances where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise your workload and ensure deadlines are met, especially in a fast-paced environment.
✨Express Your Ambition for Development
Since the firm values continuous learning, be prepared to talk about your aspirations for professional exams like ATT, CTA, or STEP. Share your plans for personal development and how you see yourself growing within the company.
