We are acting for an award-winning Private Client team that is growing its Trusts offering in London and the South East. In particular, they are keen to hire an additional Trusts adviser at Senior Manager or AD level.
What makes the role potentially interesting is that it can be performed from anywhere. They’d like the individual to attend their Surrey office perhaps once a fortnight, but otherwise it can be performed from home, or from their Surrey, London (or other) offices. The individual can be as sociable or unsociable as they want!
Private Client work makes up a very significant proportion of the firm’s business and the team maintains a very high profile internally and externally. The client base is ultra-high quality. The work would include both on and offshore trusts, as well as the opportunity to undertake CGT and IHT advice. There is genuine scope to progress to Director grade.
The role would suit a STEP qualified Trust Manager or SM with experience of trusts planning, prep/review of trust accounts and trust tax returns. Ref 655
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