Trust Officer

Do you thrive on fast-paced client work and love bringing structure, clarity, and confidence to complex private client arrangements? A progressive and people-focused private client firm is looking for an agile, driven Trust Officer to join its collaborative team, offering flexible working and real opportunities to grow.

Key responsibilities:

• Taking ownership of the daily administration of trusts, companies, and varied client structures
• Keeping statutory records sharp, accurate, and fully up to date
• Driving smooth cash management, payments, and banking activity
• Supporting financial accuracy through clear bookkeeping and reporting input
• Liaising with investment advisers and coordinating timely investment updates
• Preparing polished documentation and joining client meetings when needed
• Assisting with new structure setups and ensuring tax-related requirements stay on track

Candidate Criteria:

• Proven experience in trust and strong technical knowledge
• Exceptional attention to detail, organisation, and follow-through
• Confident verbal and written communication
• A proactive mindset and readiness to take initiative
• Attained or working towards STEP, CGI, or equivalent qualification

This is your chance to join a modern, supportive environment that values flexibility, development, and the delivery of high-quality private client service. If you’re ready for your next step, we want to hear from you!