Job Description

Job Summary

Location: Ipswich. Salary: Competitive salary plus a generous benefits package. Application Deadline: Saturday, February 28, 2026.

Key Accountabilities

  • Maintaining trust databases
  • Sending emails and letters to beneficiaries and co-trustees Phones
  • Raising invoices and taking fees
  • Monitoring the trust's diary to ensure annual reviews are completed
  • Making distributions to the beneficiaries
  • Liaising with other teams within the business on new business
  • Opening new trust accounts
  • Reconciliation of trust bank accounts
  • Checking trust accounts
  • Creation of tax certificates
  • Assist with trust accounts and tax returns
  • Maintaining HMRC's trust register
  • Other administration of trusts, attorneyships and deputyships as needed

Key Competencies

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  • Getting Things Done: Delivers on agreed objectives ...

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