Trust Manager - Exeter / Bristol

Job Ref: BBJ281953
Sector (PP or In-house): Private Practice
Practice Area: Private Client
Job Type: Permanent
Date Added: 29 March 2019
  • Exeter, Devon, England, UK & Channel Islands Exeter Devon GBR EX2 5WR
  • £30,000 - £40,000 per Annum
  • Briony Barber
  • 0117 917 1874
Chadwick Nott

Quick Apply

Submitting application, please wait..

Request a callback

Send To A Friend

First rate opportunity for an experienced Trust Manager to join a leading South West / National practice.

The Trust Manager will ideally be based in Exeter, however there is scope for the candidate to be Bristol based provided they travel to the Exeter office at least 2 days every week.

The purpose of the role will be to manage the trust portfolio, including coordinating day to day administration of all accounts, to include IHT returns, tax returns and be sure that all reporting deadlines are met (CRS, FATCA). The Trust Manager would attend trustee meetings with the lawyers and prepare minutes, and be a day to day point of contact with beneficiaries and investment managers.

You would be responsible for a small team of two trust assistants (both part time) and an administrative assistant.

The successful candidate must be professionally qualified, whether as a chartered accountant, CTA or Cilex, but in all cases must have previous experience of managing a portfolio.

The firm are offering a highly competitive salary and benefits package.

For further details and to apply please contact Briony at Chadwick Nott.

Chadwick Nott Ltd is acting as an Employment Agency in relation to this vacancy.

Chadwick Nott
28/04/2019 10:57:22
GBP 30000 30000