At a Glance
- Tasks: Manage Trust Returns and deliver quality compliance services while developing tax planning skills.
- Company: A growing professional services firm in Exeter with a strong private client and trust department.
- Benefits: Competitive salary, flexible working hours, and excellent career development opportunities.
- Other info: Exciting opportunity for career growth in a supportive and expanding environment.
- Why this job: Join a dynamic team and make a real impact in the world of trusts and tax advisory.
- Qualifications: ATT/CTA/TEP qualified or studying, with experience in personal tax and trust administration.
The predicted salary is between 45000 - 55000 £ per year.
A highly successful and growing professional services firm has a requirement for a Trust Senior Advisor to join their team based in Exeter as a key addition providing Trust Tax return services, with increasing involvement in tax planning and advisory work as you progress and develop within this growing firm.
Client Details: A highly regarded and expanding professional services firm, based in Exeter. The firm has a successful and growing private client and trust department undergoing significant growth, acting for wide ranging HNWIs and trusts. Trust clients are varied relating to investments, property portfolios and other wide range of trust client and the firm has a growing private client offering servicing a range of individuals, directors and other clients. The business is planning for the future growth of the department with a key addition. The firm provides excellent benefits and competitive salaries, flexitime and flexible working.
Description: You will be responsible for managing the delivery and hands on preparing Trust Returns delivering a quality compliance service, taking on a portfolio of Trust administration cases. There will involvement in advisory projects, assisting on the delivery of planning solutions and developing your technical tax skills. Additionally, you will be responsible for preparing all additional forms relating to investments and draft letters in response to all queries relating to your client of portfolios. You will maintain direct contact with clients, HMRC, and investment brokers in the delivery of an excellent client service. The firm and role provides a superb opportunity to further your career in tax and trusts.
Profile: For this Trust Senior Advisor role you may be any of ATT / CTA or TEP qualified, qualified by experience, or studying for these qualifications and will have a background in an accountancy or legal firm, or specialist tax firm in a tax role, with several years experience focused in the sector with a strength in personal tax and any Trust Administration would be beneficial, or you will have a good level of experience in personal tax, looking to further your experience on this side and develop the skills on Trust administration, demonstrating an interest on this specialism.
Job Offer: £45,000 - £55,000 dependent on the background and experience of the right professional, plus benefits, negotiable.
Trust Senior Advisor in Exeter employer: Michael Page
Join a highly regarded and expanding professional services firm in Exeter, where you will be part of a dynamic team dedicated to providing exceptional Trust Tax return services. With a strong focus on employee growth, the firm offers competitive salaries, excellent benefits, and flexible working arrangements, fostering a supportive work culture that encourages professional development and meaningful contributions to a diverse portfolio of high-net-worth clients.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Senior Advisor in Exeter
✨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 Michael Page. 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 Senior Advisor in Exeter
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 Michael Page.
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 Michael Page'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 Michael Page
✨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 Michael Page.
✨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 Michael Page 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 Michael Page 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.
