Role Description 

As a Trust Senior you will be allocated a portfolio of trust clients. The team currently provides a service for approximately 300+ Trusts; probates; estates; small private charities; individual clients and their families and family office type administrative services.

You will liaise with the other members of the London Trust Team, other departments such as Personal Tax together with interaction with your clients, HMRC, solicitors, stockbrokers, and any other professional bodies.

initiative and self-management are needed based on experience in previous years. 
 

Responsibilities

Some of the responsibilities will include: