Overview
You will join a respected private client team in Somerset to handle high-net-worth trust matters. In this role, you’ll work on wealth structuring, trust administration, and strategic tax planning, delivering tailored advice to sophisticated clients. You will collaborate with tax specialists to provide holistic solutions and help build long-term client relationships. The position offers a dynamic, hybrid working environment with clear opportunities for development and progression. This is a client-focused role where your trust expertise will shape outcomes for wealthy families and complex estates.
Pay / Benefits
- hybrid working
- flexible working
- development and progression opportunities
Responsibilities
- Manage a varied caseload of trust administration, compliance and advisory matters
- Advise on trust structures, tax implications and wealth preservation strategies
- Draft trust documentation, including deeds and letters of wishes
- Collaborate with tax specialists to provide holistic client solutions
Key requirements
- strong trust experience
- excellent organisational skills
- proactive, client-focused approach
- client-focused
- proactive
- organised
- trusts experience
- trust administration
- drafting deeds and letters of wishes
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