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For Companies At a Glance
- Tasks: Manage trust and estate clients, ensuring deadlines and communication standards are met.
- Company: Leading firm in central London with a focus on diverse clients.
- Benefits: Award-winning work environment and opportunities for career development.
- Why this job: Elevate your career while making a real impact in the trusts and estates sector.
- Qualifications: Full ACCA, ACA, STEP or CTA qualification with strong UK trust knowledge.
- Other info: Join a team that values equity, diversity, and inclusion.
The predicted salary is between 36000 - 60000 £ per year.
Are you fully qualified, looking to elevate your career? The client is a leading firm in central London. They work with a variety of clients ranging from entrepreneurs to charities and not for profit organisations. The client is looking to grow their team through recruiting a Trusts Senior Associate.
Responsibilities
- Oversee a portfolio of trust and estate clients, ensuring deadlines and reporting schedules are consistently met.
- Maintain accurate and up-to-date computerised accounting records for UK-based trusts and estates.
- Manage all client and third-party communications (written and verbal), including with HMRC, brokers, banks, and legal professionals, upholding the highest professional standards.
- Prepare management accounts for trust and estate clients as needed.
- Process payments and issue cheques on behalf of trusts and charitable organisations.
Requirements
- ACCA, ACA, STEP or CTA full qualification.
- Strong knowledge of UK trust and charity taxation, including offshore trust structures.
- Effectively plans and tracks tasks, monitoring budgets and deadlines, and proactively updating managers and clients on progress where necessary.
- Experience in a professional services or partnership environment in a comparable role is highly desirable.
Benefits
- Award-winning working environment.
- Opportunities for career development.
Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.
Trusts Senior Associate employer: Rutherford Briant
Contact Detail:
Rutherford Briant Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts Senior Associate
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and join relevant online groups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the firm and understanding their values. Tailor your responses to show how your experience aligns with their needs, especially in trust and estate management.
✨Tip Number 3
Practice your communication skills! Since you'll be managing client communications, being articulate and confident is key. Consider mock interviews or role-playing scenarios to sharpen your skills.
✨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 are proactive about their job search.
We think you need these skills to ace Trusts Senior Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trusts Senior Associate role. Highlight your qualifications like ACCA, ACA, STEP or CTA, and showcase your experience with UK trust and charity taxation. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role and how your background aligns with our firm's values. Keep it professional but let your personality come through – we love a bit of character!
Showcase Relevant Experience: When detailing your experience, focus on roles where you've managed client communications and maintained accounting records. We want to know how you've handled similar responsibilities in the past, so be specific about your achievements!
Apply Through Our Website: Don't forget to apply through our website! It’s the best 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 at StudySmarter!
How to prepare for a job interview at Rutherford Briant
✨Know Your Stuff
Make sure you brush up on your knowledge of UK trust and charity taxation, especially offshore trust structures. Being able to discuss these topics confidently will show that you're not just qualified, but also genuinely interested in the role.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've managed client communications or overseen a portfolio of trust and estate clients. This will help demonstrate your ability to handle the responsibilities outlined in the job description.
✨Be Organised
Since the role involves planning and tracking tasks, come prepared with a system or method you use to manage deadlines and budgets. Discussing your organisational skills will highlight your proactive approach to work.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the firm's culture or their approach to client management. This shows that you're not only interested in the position but also in how you can contribute to their team.
