- Arranging income and capital distributions to beneficiaries and correctly documenting the same
- Preparing and reviewing all tax calculations for your client portfolio
- Maintaining and monitoring diary notes and workflows for client portfolios on CCH Central
- Ensuring that the investment policy statement is relevant, up to date, and any restrictions are correctly documented
- STEP qualified or equivalent, with typically five years of relevant industry/specialist experience
- Sound technical knowledge of your respective field and be able to act as a point of contact with internal or external clients/stakeholders
- As a truly global business, we tailor benefits to each location to safeguard our people and respect local cultures and ways of working
- Our people are our greatest asset, and we invest in talent development
- Join our global network, and you will benefit from education support, sponsorship and in-house training programs.
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Trust Manager
2 weeks ago
Brewer Morris London, United KingdomOur Client provides provide individual investment and wealth management services for private clients, charities, trustees and professional partners. · With offices based around the UK they are now seeking two trust managers for their offices in London to provide first class servi ...
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Trust Manager
1 week ago
Pro Talent London, United KingdomWorking with a leading independent accountancy firm to recruit within their hugely successful Trusts & Estates team in London, we are looking for a Trust Assistant Manager / Trust Manager to join them. · The firm work with individuals, their families and their professional adviso ...
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Trusts Manager
3 days ago
Pro-Tax Recruitment London, United Kingdom**Trusts and Taxation Manager** · **Family Office - West End London/Hybrid** · **£65,000 Salary** · Our client is a private investment company and family office based in the West End of London. The family office provides taxation and other administrative services for family membe ...
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Trust and Taxation Manager
3 weeks ago
Pro-Tax Recruitment London, United KingdomTrust and Taxation Manager · Family Office · London · £70,000 plus 15% Pension contribution and benefits · Our client is a private investment company and family office of an UHNW family based in London. They are looking to appoint a trusts and tax manager into the team. The role ...
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Trusts Fundraising Manager
4 days ago
Hunter Merrifield London, United KingdomMerrifield Consultants are pleased to partner with The Big House to find an experienced Trusts Fundraising Manager with a passion for the performing arts and a desire to grow the fundraising team which makes a real difference in young people's lives. Thisperson will have the oppo ...
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Trusts and Grants Fundraising Manager
3 weeks ago
WR Fundraising Recruitment Limited London, United KingdomWe are WR Fundraising Recruitment and we're looking for an experienced trusts fundraiser for an exciting role where you will have the opportunity to develop a very strong trusts and grants fundraising stream while managing a number of existing multi-yearrelationships. · With a ro ...
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Manager Trusts and Inheritance Tax
3 weeks ago
Pro-Tax Recruitment London, United KingdomTrust and IHT Manager opportunity with an award-winning Private Wealth Tax advisory business. Join a great team and work with some very high profile HNWI and UNWI individuals. · You will be responsible for: · - Responsible for all IHT and trust advisory matters of the clients, wo ...
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Identity and Trust Management Specialist
2 weeks ago
Imperial College London South Kensington, United Kingdom**Duties and responsibilities**: · Support the Identity and Trust Management Product Owner in developing and maintaining a clear strategy, security objectives, plans, policies, and metrics, working under broad direction and often self-initiating it, with full responsibility for m ...
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Senior Philanthropy Manager Trusts
1 day ago
NL Recruitment London, United KingdomNL Recruitment is currently looking for **a Senior Philanthropy Manager - Trusts and Foundations (Maternity Cover)** for a national health charity. · Working closely with the Philanthropy Lead, you will secure funding from key philanthropic relationships - Trusts and Foundations ...
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Trust Manager
3 weeks ago
Newstaff Employment Services Ltd City of London, United KingdomNewstaff Employment Services are recruiting for a Trust Manager for a very successful company based in the City of London. · Key Responsibilities: · - Responsible for an interesting and varied portfolio of UK resident and charitable trusts, including ensuring key deadlines for an ...
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Senior Trust Fund Manager
5 days ago
Morgan Hunt Recruitment London, United KingdomMorgan Hunt is working with a leading English military charity. · The Senior Trusts Account Manager role will be to support the development and implementation of the organisations strategy. · **Role**: Senior Trusts Account Manager · **Location**: London, flexibility to work remo ...
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Trust Fundraising Manager Part Time
2 weeks ago
Charity Talent Recruitment London, United Kingdom Part timeAre you a talented **Trust Fundraising Manager**, or are you striving to be one? Can you demonstrate that you have experience delivering fundraising strategy to support the trust fundraising objectives.? If so then you could be perfect for myclient, a Youth Charity. · This is an ...
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Business Development Manager Investment Trusts
3 weeks ago
eFinancialCareers London, United Kingdom** · Key responsibilities and accountabilities: · - Working primarily with shareholders of the three Investment Trusts and potential new ones · - Maintain regular contact with their designated client base primarily through face-to-face meetings and webinars · - Maintain awareness ...
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Trusts and Estate Accounting and Tax Manager
2 weeks ago
The Legists London, United Kingdom**About your new role** · The International Private Wealth offering in London is one of the leading teams in the country and is in an exciting stage of growth following the recent merger between RadcliffeLebrasseur and Weightmans.The new offering Weightmans Radcliffes IndividualS ...
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Transaction Manager, Loans, Corporate Trust
5 hours ago
eFinancialCareers London, United KingdomTransaction Manager, Loans, Corporate Trust · 6 months · London · £400pd - £500pd via Umbrella Company · Issuer Services, Corporate Trust, Capital Markets, Documentation, negotiation, Loans, Loan Documentation, Loans Transaction Management, Relationship Management, Bank, Banking, ...
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Trust Manager
2 weeks ago
Pro Talent South East England, United KingdomProTalent are currently working with a well-established and hugely respected accountancy practice to recruit a Trust Manager for their team in the South East. · **The firm**: · - Well established accountancy practice offering the full range of accountancy and business advisory se ...
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Trust Manager
3 weeks ago
Newstaff Employment Services Ltd St. Albans, United KingdomNewstaff Employment Services are recruiting for a Trust Manager to join a successful company based in St Albans, Herts. · Key Responsibilities: · - Responsible for an interesting and varied portfolio of UK resident and charitable trusts, including ensuring key deadlines for annua ...
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Trust Manager
2 weeks ago
Mills & Reeve LLP United KingdomPrivate Client National Service Line · Permanent, full time role based in any of our regional offices · What does the role involve? · We are looking for a Trust Manager to assist the management of trusts across our Private Client National Service Line. · You will advise a rang ...
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Trust Manager
3 weeks ago
Evelyn Partners London, United KingdomJob Description · Company Description · Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and prof ...
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Trust Manager
1 week ago
Newstaff Employment Services Ltd London, United Kingdom £55,000 - £70,000Newstaff Employment Services are recruiting for a Trust Manager to join a successful company based in St Albans, Herts. · The successful candidate will become a key member of the Trust Team, reporting directly to Directors and Partners and looking after an interesting and varied ...
Senior Trust Manager - United Kingdom - Apex Group
Description
Do you have trust management experience, and are you seeking a new job in London? Apex Group is looking for a Senior Trust Manager (Personal Trusts) and the hybrid role comes with an attractive salary and benefits package, including the opportunity to be part of a positive and diverse workplace culture.
As a Senior Trust Manager (Personal Trusts), you will manage a varied portfolio of UK trusts and deal with estate administration. Please note that this position requires a combination of accounting, taxation, legal, investment, and commercial experience.
If you were already in this Senior Trust Manager (Personal Trusts) role, here are some of the areas you would have been working in this week:
To apply for this Senior Trust Manager (Personal Trusts) role, your soft skills, expertise, and experience should include:
You'll receive an excellent salary and benefits package for your knowledge, expertise and flexibility. Benefits:
Please contact our friendly and welcoming team today to apply and register your interest in this full-time hybrid Senior Trust Manager (Personal Trusts) position.
Apex Group Ltd ("Apex" or "the Group"), established in Bermuda in 2003, is a global financial services provider. With over 80 offices worldwide and 13,000 employees in 38 countries, Apex delivers an expansive range of services to asset managers, financial institutions, private clients, and family offices. Apex's purpose is to be more than just a financial services provider. The Group is committed to driving positive change to address three core areas: the environment and climate change, women's empowerment and economic independence, and education and social mobility. Life at Apex isn't just about the work you do. It's about embracing the culture and loving what you do. Every employee plays a part in making Apex who we are today, and the more we grow, the more important that becomes. The international nature of our business and global network of offices means that there are opportunities to broaden your life experiences and take short-term or permanent relocation options.
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