The Role
We're seeking a Trusts specialist to work with a varied client base, manage a portfolio, build lasting client relationships, mentor junior colleagues, and collaborate with other service lines to deliver integrated solutions.
You’ll also have the opportunity to contribute to practice development and build your external brand through networking, thought leadership and industry events.
Your expertise will be valued, and from day one you’ll have the freedom to challenge ideas, drive positive change, and take ownership.
The Requirements
- You'll need CTA status with a specialism in Trusts.
- STEP certification would be advantageous.
- The ability to work operationally and strategically.
Strong leadership and stakeholder management skills.
-
The Benefits
- Salary circa £63,000 - £70,000 depending on experience
- Discretionary performance related bonus
- 27 days annual leave, plus bank holidays
- 3 x Life assurance cover
- 8.5% total pension (made up of 5.3% employer contribution and 3.2% employee contribution)
- Additional pension benefits if you opt in to the salary sacrifice scheme
- Holiday purchase scheme
- Paid Volunteering Day each year
- Level 1 healthcare cash plan
- Employee Assistance Programme
EV Car scheme
-
About the Organisation
We love what we do, we’re proud of who we are, and we have fun along the way.
We’re more than just a business advisory firm; we’re a team of passionate professionals dedicated to helping our clients and our people thrive.
With a rich history and a forward-thinking approach, we’re proud to be officially recognised as a Great Place to Work and one of the best workplaces in the industry. Our commitment to flexibility, collaboration, and continuous improvement has earned us numerous awards, including:
- Best Workplaces for Development
- est Workplaces for Women
- Best Workplaces for Wellbeing
- Best Workplaces in Financial Services & Insurance
- Employer of the Year
We value inclusion, creating a workplace where everyone belongs and can perform at their best.
