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Trust Advisor

Marks Sattin
Posted 9 hours ago, valid for 4 hours
Location

Sheffield, South Yorkshire S5 8DP

Salary

£25,000 - £30,000 per annum

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Contract type

Full Time

Retirement Plan

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Marks Sattin is seeking a Trust Advisor for a Law Firm in Sheffield, offering a salary between £40,000 and £50,000 plus benefits.
  • The role involves managing trusts, providing tax advice, and preparing annual trust accounts.
  • Candidates should have experience in trust and estate compliance, preferably within a legal firm.
  • The position requires a client-facing approach and the ability to deliver high standards of client care.
  • Benefits include 29 days of holiday, an annual bonus, a pension scheme, private healthcare, and a green car scheme.

Trust Advisor / Sheffield - Hybrid / £40,000 - £50,000 with Benefits

Marks Sattin are delighted to be collaborating with a Law Firm who are looking to recruit a Trust Administrator based in Yorkshire. They are looking for a driven individual who will be able to manage trusts effectively as well as act on behalf of trustees.

The Role:Within this role you will be responsible for the administration of trusts established by clients.

Day to Day:

  • Handle trust and tax advice work for private clients and to build and develop own case load.
  • Deliver high standards of client care.
  • Preparation of Annual Trust Accounts
  • De-registration of Trusts on HMRC Trust Register
  • Provide completion & expert advice on Income Tax, Capital Gains Tax, and Inheritance Tax to trusts and estates.
  • Provide legal advice on trustees'& offering guidance.

Key Skills & Qualifications:

  • Experience working with trusts and estate compliance
  • Experience working in a legal firm desirable
  • Experience working in a client facing role while providing

Benefits

  • 29 days Holiday + Bank Holidays
  • Annual Bonus
  • Great Pension Scheme
  • Private health care
  • Green Car Scheme

Apply by submitting a copy of your CV or by contacting Aleksandra Taranovskaja |

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.