Wealth manager Work, Jobs in Benwell, Twr (with Salaries)

Trust Manager
Womble Bond Dickinson —Newcastle upon Tyne
- Full-time
- Hybrid work
- Presentation skills
- Accounting
Director, Wealth Manager
Royal Bank of Canada —Newcastle upon Tyne
- Full-time
- Business development
- Team management
- Financial services
14d
Funeral Director
Funeral Partners —Ryton
- £31,550 a year
- Full-time
- Annual leave
- Referral programme
7d
Associate Director - Cost Management - Energy & Natural Resources
Turner & Townsend —Newcastle upon Tyne
- Full-time
- Hybrid work
- Team management
- Contracts
Quick apply
Nightshift Product Lead.
Biscuit International UK —Gateshead
- Continuous improvement
- Team management
- Organisational skills
Performance, Assurance and Evidence Product Lead
Cabinet Office —Newcastle upon Tyne
- £57,204 - £68,558 a year
- Full-time
- Presentation skills
- Continuous improvement
- Communication skills
- Annual leave
3d
CDD Operations Analyst
Worldpay (UK) Limited —Gateshead
- Hybrid work
- Analysis skills
- Continuous improvement
Quick apply
12h
Digital Business Analyst
Northumbria Healthcare - NHCT Northumbria Healthcare NHS Foundation Trust —Seaton Delaval
- £39,959 - £48,117 a year
- Full-time
- Analysis skills
- Mentoring
- Agile
3d
Private Client Tax Manager
RMT —Newcastle upon Tyne
- Business development
- Team management
- Mentoring
Quick apply
RBC Brewin Dolphin – Commercial Intelligence Manager, Intermediaries
Royal Bank of Canada —Newcastle upon Tyne
- Full-time
- Management
- Analysis skills
- Bachelor's degree
14d
Metering Service Delivery Manager
Wave Utilities —Durham
- From £50,182 a year
- Full-time
- Hybrid work
- Customer service
- Continuous improvement
- Team management
- Free parking
- Employee assistance programme
Quick apply
2h
Support Services Administrator
Wave Utilities —Durham
- From £25,878 a year
- Full-time
- Microsoft Office
- Administrative experience
- Front desk
- Free parking
- Employee assistance programme
Quick apply
3d
Newcastle Store Manager
Finisterre —Newcastle upon Tyne
- £31,616 - £32,500 a year
- Full-time
- Customer service
- Training & development
- Retail management
- Employee assistance programme
- Employee discount
Quick apply
Deputy Lead Teacher (ACE36)
KEYFORT Group Ltd —Wallsend
- £34,500 a year
- Full-time
- Supervising experience
- Experience working with children
- Team management
- Free parking
- Health & wellbeing programme
Quick apply
14d
Tax and Trust Associate
Womble Bond Dickinson —Newcastle upon Tyne
- Full-time
- Hybrid work
- Microsoft Word
- Accounting
- Tax experience
Paraplanner
Benefact Group —Newcastle upon Tyne
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Trust Doctor
Northumbria Healthcare - NHCT Northumbria Healthcare NHS Foundation Trust —Blyth
- £41,750 - £64,288 a year
- Part-time
- Organisational skills
- Computer skills
- Communication skills
3d
Paralegal (German Speaker)
Document Risk Solutions (DRS) —Newcastle upon Tyne
- £26,500 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Advanced Dietitian
Northumbria Healthcare - NHCT Northumbria Healthcare NHS Foundation Trust —North Shields
- £49,387 - £56,515 a year
- Full-time
- Management
- Research
- Patient care
14d
Community Staff Nurse
Northumbria Healthcare - NHCT Northumbria Healthcare NHS Foundation Trust —Blyth
- £32,073 - £39,043 a year
- Full-time
14d

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Trust Manager

Womble Bond Dickinson -
Newcastle upon Tyne

Apply Now

Job details

Full-time

Qualifications

Report writing
Presentation skills
Accounting

Full job description

We have an exciting opportunity to join our esteemed Private Wealth team, working as part of our Tax/Trust & Accounting team as a Trust Manager.
This role falls under our hybrid working policy. Most full-time employees typically spend around 3 days in the office and 2 days working from home - however we operate a flexible approach in practice and this role could be carried out remotely provided you would be able to regularly visit either our Newcastle or Bristol office for collaborative working with colleagues. We can consider applications on a full and part-time basis.

The role
You will be working independently preparing trust accounts and personal/trust returns for review and undertaking peer reviews. Dealing with the day to day trust affairs of your client portfolio, which will include high net-worth individuals, trusts and estates, ensuring that engagement letters are in place for clients, and that fees are agreed and billed accordingly. You'll also assist other members of the trust and tax team in the overall management of client affairs and assist the wider team with charities and small business accounts and related compliance.

The team
Our Private Wealth team is a collaboration of lawyers, accountants, financial advisers and tax specialists. Their expertise is highly regarded and ensures that our clients' wealth is protected, now and for future generations. For law firms, this is a pretty unique setup which allows us to offer our clients the very best full-service advice possible.

What are we looking for?

To be successful in this role you'll need as a minimum:
Experience of trust accounts preparation, probably from within accountancy practice rather than industry
Knowledge of a range of accounts formats, processes and procedures, working both manually and with relevant systems (especially CCH Trust Accounts)
Experience of presenting information in spreadsheet format (Excel) and in written report form (Word)

What makes it great to work here?

We continually work hard to create an open culture that sets us apart from other firms. Our culture gives us much more of a human feel, emphasising that we're more than just suits!
As signatories to the Mindful Business Charter, it's important to us that our people are able to maintain healthy and happy lives, both in and out of work. We have a number of resources and initiatives designed to support health and wellbeing and we're very happy to talk flexible working.
Through our DEI initiatives we create an environment in which difference is valued. We have an Diversity, Equity and Inclusion Group, led by our Board Sponsor, which works with our colleague networks (we currently have firm supported networks for race, ethnicity, and cultural heritage, LGBTQ+, disabilities, neurodiversity, families, and women's career development and we're in constant dialogue with our people about how we expand our networks to better support everybody). Find out more about DEI at WBD here. We encourage applicants from all social backgrounds, ethnicities, disabilities, gender identities and sexual orientations.
We are committed to ensuring our recruitment process is inclusive and accessible to all. If you have a disability or long term condition and need us to make any adjustments to give you the best possible recruitment process, please let us know by contacting the recruiter on the right hand side of this page. Please also let us know if you need this job advert or the application form in a different format.
We will offer an interview to candidates with a disability or long-term condition who meet the minimum criteria for this role. You can opt into this scheme within the application form. Your response to this question is only used for this purpose, is only visible to the recruitment team and is not used for data monitoring.
We are an in-house recruitment team and will always aim to fill our roles directly in the first instance. If you're an agency, please click here for ways that you can work with us.

Apply Now

Refine Your Search

wealth manager jobs in benwell, twr

Trust Manager

Director, Wealth Manager

Funeral Director

Associate Director - Cost Management - Energy & Natural Resources

Nightshift Product Lead.

Performance, Assurance and Evidence Product Lead

CDD Operations Analyst

Digital Business Analyst

Private Client Tax Manager

RBC Brewin Dolphin – Commercial Intelligence Manager, Intermediaries

Metering Service Delivery Manager

Support Services Administrator

Newcastle Store Manager

Deputy Lead Teacher (ACE36)

Tax and Trust Associate

Paraplanner

Trust Doctor

Paralegal (German Speaker)

Advanced Dietitian

Community Staff Nurse

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