153 jobs found

Our client is seeking a Senior Trusts, Tax & Estate Planning Solicitor to join their highly regarded Private Client team. The firm offer flexible and hybrid working arrangements, genuine opportunities for progression and career development plus more. This is an outstanding opportunity for an experienced Trusts and Estates specialist to take on a senior role within a collaborative and forward-thinking firm, advising high-net-worth individuals, families, trustees, and business owners on complex estate planning and wealth preservation matters. The successful candidate will play a key role in delivering sophisticated advice while building long-term client relationships and contributing to the continued growth of an established and respected Private Client practice. About the Firm Our client is committed to delivering exceptional legal services through a client-first approach, combining technical excellence with practical, commercially focused advice. The firm fosters a culture of inclusion, collaboration, and professional development, providing its lawyers with the autonomy, support, and resources needed to thrive. Key Responsibilities of the Private Client Solicitor: Advising high-net-worth individuals and families on estate and succession planning strategies Drafting and advising on trusts, including lifetime trust structures, declarations of trust, and deeds of variation Acting as a professional trustee and advising trustees on their duties and obligations Providing advice on inheritance tax (IHT), capital gains tax (CGT), and wider wealth preservation strategies Working collaboratively with accountants, tax advisers, and financial planners Managing complex trust administration and estate matters Building and maintaining strong relationships with clients, referrers, and professional contacts Ensuring compliance with all regulatory and professional obligations Contributing to business development initiatives and the continued growth of the department Requirements of the Private Client Solicitor: Ideally 10+ years' PQE with significant experience in trusts, tax, and estate planning Strong technical expertise in trust structures, succession planning, and private wealth matters STEP qualification preferred Excellent drafting, analytical, and problem-solving skills Ability to provide practical, client-focused advice on complex matters Strong communication and interpersonal skills Proven experience managing high-net-worth client relationships Commercial awareness and a proactive approach to business development Ability to work collaboratively while independently managing complex matters The Benefits for the Private Client Solicitor: Competitive salary commensurate with experience Flexible and hybrid working arrangements High-quality work for a diverse and sophisticated client base Genuine opportunities for progression and career development Collaborative and inclusive culture Ongoing mentoring, training, and professional development Strong emphasis on work-life balance Opportunity to make a significant impact within a growing team If you're a Private Client Solicitor ready for your next step, apply today. Alternatively, contact Marcus Stevens at Law Staff Legal Recruitment quoting reference 37771. PLEASE CHECK YOUR EMAIL (INCLUDING SPAM FOLDER) FOR CONFIRMATION YOUR APPLICATION HAS BEEN RECEIVED. In accordance with The Conduct of Employment Agencies and Employment Businesses Regulations 2003

Are you experienced in the administration of Defined Benefit schemes and now looking to further develop your experience and career in more of a project-based environment? Is so, please read on! We are recruiting for a global leading financial services organisation who are heavily recruiting within their Data & De-risking Solutions division for pension professionals to join them. The roles can be based out of any of their UK based offices on a hybrid working pattern. You work as part of a team and lead on projects providing an accurate, reliable and high standard of data and de-risking solutions to Trustees, third parties and internal teams alike. This will further include: Partnering with Client Directors internally, you will also act as a key client contact, providing technical guidance, managing budgets, and ensure that projects meet deadlines and quality standards. Assist in mentoring junior team members, contribute to an effective peer review process and drive process improvements. Lead multiple de-risking projects, ensuring timely and accurate delivery Perform pension calculations, data audits, and risk analysis Manage client relationships, budgets, and billing cycles Implement and maintain risk-based project plans aligned to client expectations Drive process improvements and share best practices across the team Already possessing proven Defined Benefit experience (including manual calculations), coupled with Proficiency in Microsoft Excel and data analysis, you will be someone who has an adaptable and innovative approach to problem solving, and the ability to communicate and build relationships based on honest and respect. The roles offer an excellent all round remuneration package and as mentioned is offered on a flexible hybrid working environment and can be based out of any of their UK based offices. Further information is available on application.

Are you experienced in the administration of Defined Benefit schemes and now looking to further develop your experience and career in more of a project-based environment? Is so, please read on! We are recruiting for a global leading financial services organisation who are heavily recruiting within their Data & De-risking Solutions division for pension professionals to join them. The roles can be based out of any of their UK based offices on a hybrid working pattern. You work as part of a team and lead on projects providing an accurate, reliable and high standard of data and de-risking solutions to Trustees, third parties and internal teams alike. This will further include: Partnering with Client Directors internally, you will also act as a key client contact, providing technical guidance, managing budgets, and ensure that projects meet deadlines and quality standards. Assist in mentoring junior team members, contribute to an effective peer review process and drive process improvements. Lead multiple de-risking projects, ensuring timely and accurate delivery Perform pension calculations, data audits, and risk analysis Manage client relationships, budgets, and billing cycles Implement and maintain risk-based project plans aligned to client expectations Drive process improvements and share best practices across the team Already possessing proven Defined Benefit experience (including manual calculations), coupled with Proficiency in Microsoft Excel and data analysis, you will be someone who has an adaptable and innovative approach to problem solving, and the ability to communicate and build relationships based on honest and respect. The roles offer an excellent all round remuneration package and as mentioned is offered on a flexible hybrid working environment and can be based out of any of their UK based offices. Further information is available on application.

Juliette Lister and Lisa Tremlett are currently assisting clients Nationwide who are presently recruiting for Pensions candidates at ALL LEVELS. Home based or hybrid opportunities available, part time considered In order to apply for this role you MUST have experience within the UK Pensions industry. What we're looking for: Pensions Administrators Senior Pensions Administrators Implementation Analysts Data Technicians Pensions Technician GMP contract & Perm Trustee & Governance consultants Trustee & Governance Managers Project Managers Part/Fully Qualified Actuaries Pensions Team Leader This is a Profile Search and Selection vacancy who are operating as an Employment Agency. In order to apply for these positions candidates MUST have PENSIONS EXPERIENCE. Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted. If you are also aware of any friends or colleagues currently working within the industry who are looking for a change within their career, please pass on our contact details and we will endeavour to assist with their search. Profile Search and Selection are a specialist Pensions recruitment agency with opportunities nationwide - Please feel free to contact us direct should you wish to discuss any further vacancies

Financial Planner - Essex (Hybrid) Location: Leigh-on-Sea, Essex Working Pattern: Hybrid (3 days office / 2 days home) Salary: Up to £70,000 Basic + Uncapped Bonus + Comprehensive Benefits Package An excellent opportunity has arisen for an ambitious and client-focused Financial Planner to join a growing and highly regarded wealth management firm based in Essex. This position is ideally suited to a Chartered Financial Planner, or someone close to achieving Chartered status, who is passionate about delivering high-quality, goals-based financial planning and building lasting client relationships. The Role You will provide holistic financial planning advice to a range of private clients, helping them achieve their financial objectives through tailored planning strategies. Alongside managing existing relationships, you will have the opportunity to develop and grow your client portfolio through referrals and professional connections. Key Responsibilities Deliver comprehensive financial planning advice covering retirement, investments, protection, estate planning and wealth preservation. Build and maintain strong relationships with clients, their families, business owners and trustees. Develop and grow a client bank through referrals, networking and relationship management. Provide ongoing reviews and proactive client servicing in line with regulatory requirements. Maintain CPD, SPS requirements and professional development standards. Keep abreast of financial market developments, legislation and product changes. Support wider business initiatives and projects when required. About You Currently working as a Financial Planner / Financial Adviser. Chartered status preferred, or working towards completion. Minimum of 2 years' experience delivering regulated financial advice. Strong technical knowledge of pensions, investments, ISAs, bonds and protection products. Excellent communication and relationship-building skills. Client-focused with a commercial mindset. Strong organisational and time-management abilities. Able to work independently while managing multiple priorities. Committed to delivering excellent client outcomes and maintaining regulatory standards. Package & Benefits Basic salary up to £70,000 depending on experience and qualifications. Uncapped bonus structure linked to revenue generation. Hybrid working model with flexibility around working arrangements. Generous annual leave allowance. Private medical insurance. Pension scheme. Income protection. Death in service benefit. Flexible benefits platform. Ongoing professional development and exam support. Industry-leading adviser support and career progression opportunities. Apply Now If you're an experienced Financial Planner looking to join a progressive firm that offers strong earning potential, flexibility, and the opportunity to build long-term client relationships, we'd be delighted to discuss this opportunity with you.

Are you experienced in the administration of Defined Benefit schemes and now looking to further develop your experience and career in more of a project-based environment? Is so, please read on! We are recruiting for a global leading financial services organisation who are heavily recruiting within their Data & De-risking Solutions division for pension professionals to join them. The roles can be based out of any of their UK based offices on a hybrid working pattern. You work as part of a team and lead on projects providing an accurate, reliable and high standard of data and de-risking solutions to Trustees, third parties and internal teams alike. This will further include: Partnering with Client Directors internally, you will also act as a key client contact, providing technical guidance, managing budgets, and ensure that projects meet deadlines and quality standards. Assist in mentoring junior team members, contribute to an effective peer review process and drive process improvements. Lead multiple de-risking projects, ensuring timely and accurate delivery Perform pension calculations, data audits, and risk analysis Manage client relationships, budgets, and billing cycles Implement and maintain risk-based project plans aligned to client expectations Drive process improvements and share best practices across the team Already possessing proven Defined Benefit experience (including manual calculations), coupled with Proficiency in Microsoft Excel and data analysis, you will be someone who has an adaptable and innovative approach to problem solving, and the ability to communicate and build relationships based on honest and respect. The roles offer an excellent all round remuneration package and as mentioned is offered on a flexible hybrid working environment and can be based out of any of their UK based offices. Further information is available on application.

Are you experienced in the administration of Defined Benefit schemes and now looking to further develop your experience and career in more of a project-based environment? Is so, please read on! We are recruiting for a global leading financial services organisation who are heavily recruiting within their Data & De-risking Solutions division for pension professionals to join them. The roles can be based out of any of their UK based offices on a hybrid working pattern. You work as part of a team and lead on projects providing an accurate, reliable and high standard of data and de-risking solutions to Trustees, third parties and internal teams alike. This will further include: Partnering with Client Directors internally, you will also act as a key client contact, providing technical guidance, managing budgets, and ensure that projects meet deadlines and quality standards. Assist in mentoring junior team members, contribute to an effective peer review process and drive process improvements. Lead multiple de-risking projects, ensuring timely and accurate delivery Perform pension calculations, data audits, and risk analysis Manage client relationships, budgets, and billing cycles Implement and maintain risk-based project plans aligned to client expectations Drive process improvements and share best practices across the team Already possessing proven Defined Benefit experience (including manual calculations), coupled with Proficiency in Microsoft Excel and data analysis, you will be someone who has an adaptable and innovative approach to problem solving, and the ability to communicate and build relationships based on honest and respect. The roles offer an excellent all round remuneration package and as mentioned is offered on a flexible hybrid working environment and can be based out of any of their UK based offices. Further information is available on application.

Are you experienced in the administration of Defined Benefit schemes and now looking to further develop your experience and career in more of a project-based environment? Is so, please read on! We are recruiting for a global leading financial services organisation who are heavily recruiting within their Data & De-risking Solutions division for pension professionals to join them. The roles can be based out of any of their UK based offices on a hybrid working pattern. You work as part of a team and lead on projects providing an accurate, reliable and high standard of data and de-risking solutions to Trustees, third parties and internal teams alike. This will further include: Partnering with Client Directors internally, you will also act as a key client contact, providing technical guidance, managing budgets, and ensure that projects meet deadlines and quality standards. Assist in mentoring junior team members, contribute to an effective peer review process and drive process improvements. Lead multiple de-risking projects, ensuring timely and accurate delivery Perform pension calculations, data audits, and risk analysis Manage client relationships, budgets, and billing cycles Implement and maintain risk-based project plans aligned to client expectations Drive process improvements and share best practices across the team Already possessing proven Defined Benefit experience (including manual calculations), coupled with Proficiency in Microsoft Excel and data analysis, you will be someone who has an adaptable and innovative approach to problem solving, and the ability to communicate and build relationships based on honest and respect. The roles offer an excellent all round remuneration package and as mentioned is offered on a flexible hybrid working environment and can be based out of any of their UK based offices. Further information is available on application.

Lead Pensions Administrator (SIPP, SSAS) - £40,000-£45,000 - Edinburgh/Hybrid My client is a leading Financial and Pensions company with offices around the UK. They aim to maintain a high-quality administration service both in the Pension Accumulation and Decumulation phases, delivering exceptional service and support to a vast array of clients. We are looking for a Lead Pensions Administrator (SIPP, SSAS) to process all aspect of bespoke SIPP and SSAS administration, in a professional and team orientated manner. Act as technical support to the team, SIPP and SSAS clients and financial advisers. Line management of administrators of varying grades and levels of experience. Lead Pensions Administrator (SIPP, SSAS) - Responsibilities Setting up new business applications, preparing important correspondence for all our clients. Maintaining up-to-date electronic records, ensuring everything runs smoothly and efficiently. Managing bank balance reconciliations, creating invoices, handling payroll, and ensuring compliance with VAT and tax relief processes. Building strong relationships with partners and coordinating with regulatory bodies. Line management of a small team of administrators. Lead Pensions Administrator (SIPP, SSAS) - Required Skills Strong administration team leader experience within a pensions environment, within SIPP and SSAS would be preferable, but the right candidate could have knowledge from within the financial services sector. Ideally with experience of having worked within an independent trustee or investment management environment. Proficient with Excel, able to create spreadsheets and action use of basic formulas. Word and Outlook experience, able to create and format documents to a high standard. Strong with systems with any experience of Delta's Platinum and Report Pro systems, Bank of Scotland's iSite and Corporate Banking Online platforms, Microsoft SharePoint and volume by Watermark Technologies being advantageous. You'll have the opportunity to work for a leading brand who possess an enviable reputation within their field. The role comes with excellent benefits inc Pension, Private Health, Bonus and 25 days holiday as standard with the option to purchase more. The Lead Pensions Administrator (SIPP, SSAS) position is a full-time hybrid-based role including 3 days at our clients Edinburgh Office, and 2 days working from home. Interested? Apply now for an immediate interview.

Are you experienced in the administration of Defined Benefit schemes and now looking to further develop your experience and career in more of a project-based environment? Is so, please read on! We are recruiting for a global leading financial services organisation who are heavily recruiting within their Data & De-risking Solutions division for pension professionals to join them. The roles can be based out of any of their UK based offices on a hybrid working pattern. You work as part of a team and lead on projects providing an accurate, reliable and high standard of data and de-risking solutions to Trustees, third parties and internal teams alike. This will further include: Partnering with Client Directors internally, you will also act as a key client contact, providing technical guidance, managing budgets, and ensure that projects meet deadlines and quality standards. Assist in mentoring junior team members, contribute to an effective peer review process and drive process improvements. Lead multiple de-risking projects, ensuring timely and accurate delivery Perform pension calculations, data audits, and risk analysis Manage client relationships, budgets, and billing cycles Implement and maintain risk-based project plans aligned to client expectations Drive process improvements and share best practices across the team Already possessing proven Defined Benefit experience (including manual calculations), coupled with Proficiency in Microsoft Excel and data analysis, you will be someone who has an adaptable and innovative approach to problem solving, and the ability to communicate and build relationships based on honest and respect. The roles offer an excellent all round remuneration package and as mentioned is offered on a flexible hybrid working environment and can be based out of any of their UK based offices. Further information is available on application.

This is a pivotal leadership role responsible for driving significant growth in income generation, supporter engagement and brand positioning. Working closely with the CEO and senior leadership team, you will lead the Fundraising & Communications Directorate to deliver strategic and operational objectives. Client Details Butterfly Conservation is a leading environmental charity dedicated to protecting butterflies, moths and the habitats they depend on. The organisation combines conservation, public engagement and science initiatives to drive awareness and impact, working with supporters, partners and policymakers to achieve its strategic priorities. Description Reporting to the CEO, you will provide strategic leadership across income generation, marketing and communications, ensuring delivery of ambitious plans to enhance impact. Lead the development and delivery of a multi-stream fundraising strategy to achieve income growth targets Drive a culture of fundraising and donor stewardship across the organisation Oversee fundraising performance across membership, individual giving, major donors, legacies, grants and corporate partnerships Lead marketing and communications to strengthen brand awareness, engagement and public profile Use data, insight and analytics to optimise return on investment and inform decision making Build relationships with key stakeholders including trustees, partners, donors and external networks Profile You will be an experienced senior leader with a strong track record in charity income generation and team leadership. Extensive experience in charity fundraising, including membership and individual giving Proven strategic leadership with the ability to operate at senior decision-making level Strong experience managing budgets and delivering financial targets Leadership capability across fundraising, marketing, branding and communications Ability to build and manage high-performing teams and drive organisational change Excellent stakeholder engagement skills, with the ability to influence donors, partners and senior leaders Job Offer The opportunity to shape an organisation making a tangible environmental impact Salary: 60,000 - 67,000 p/a Contract: Permanent Location: Home-based Hours: Full-time Deadline: Tuesday 7th July 9AM First interview: Virtual - Wednesday 15th July Meet the Team: Virtual - Monday 20th July Final interview: In person in London - Wednesday 22nd July This is more than a fundraising leadership role, it's a chance to shape the future of nature recovery in the UK. Please get in touch with Emma Winter asap to find out more

Are you experienced in the administration of Defined Benefit schemes and now looking to further develop your experience and career in more of a project-based environment? Is so, please read on! We are recruiting for a global leading financial services organisation who are heavily recruiting within their Data & De-risking Solutions division for pension professionals to join them. The roles can be based out of any of their UK based offices on a hybrid working pattern. You work as part of a team and lead on projects providing an accurate, reliable and high standard of data and de-risking solutions to Trustees, third parties and internal teams alike. This will further include: Partnering with Client Directors internally, you will also act as a key client contact, providing technical guidance, managing budgets, and ensure that projects meet deadlines and quality standards. Assist in mentoring junior team members, contribute to an effective peer review process and drive process improvements. Lead multiple de-risking projects, ensuring timely and accurate delivery Perform pension calculations, data audits, and risk analysis Manage client relationships, budgets, and billing cycles Implement and maintain risk-based project plans aligned to client expectations Drive process improvements and share best practices across the team Already possessing proven Defined Benefit experience (including manual calculations), coupled with Proficiency in Microsoft Excel and data analysis, you will be someone who has an adaptable and innovative approach to problem solving, and the ability to communicate and build relationships based on honest and respect. The roles offer an excellent all round remuneration package and as mentioned is offered on a flexible hybrid working environment and can be based out of any of their UK based offices. Further information is available on application.

We are seeking an exceptional governance leader to join a respected membership organisation with a long-standing commitment to advancing professional excellence and delivering positive societal impact. This is a rare opportunity to influence organisational strategy at the highest level while leading governance, risk, compliance, audit, and regulatory functions across a complex and evolving organisation. Reporting directly to the Chief Executive and working closely with Trustees, senior leaders, and key committees, you will play a critical role in ensuring the organisation continues to operate with transparency, integrity, and accountability while supporting ambitious plans for the future. If you are an experienced governance professional who enjoys balancing strategic leadership with practical delivery, this could be your next career-defining opportunity. About the Role This is a strategically important leadership position responsible for overseeing governance, compliance, risk management, internal audit, data protection, and organisational assurance. You will provide expert advice to the Board of Trustees, senior committees, and executive leadership team, ensuring governance frameworks remain effective, proportionate, and aligned with best practice. Leading a specialist team, you will champion a culture of accountability, continuous improvement, and informed decision-making across the organisation. You will also play a key role in supporting organisational change, strengthening risk management capability, and embedding governance excellence throughout the business. This role offers significant visibility and influence, providing the opportunity to work closely with senior stakeholders and contribute directly to organisational strategy and performance. Key Responsibilities Provide strategic leadership across governance, risk, compliance, audit, and assurance functions. Act as a trusted adviser to Trustees, Board committees, and executive leaders on governance matters. Ensure governance structures, constitutional processes, and decision-making frameworks operate effectively and transparently. Lead the organisation's approach to risk management, ensuring risks are identified, assessed, monitored, and mitigated appropriately. Oversee internal audit programmes and drive implementation of recommendations that strengthen organisational performance. Act as the organisational lead for data protection and regulatory compliance. About You You will be an experienced governance, company secretarial, legal, or regulatory professional with a track record of operating at a senior level within a complex organisation. You will bring strong strategic thinking alongside the ability to translate governance requirements into practical solutions that support organisational objectives. Experience within a membership body, charity, professional association, regulator, public body, or similarly governed organisation would be highly advantageous. Applications from candidates of all backgrounds are welcomed. We are committed to creating an inclusive recruitment process and encourage applications from individuals who may bring diverse perspectives, experiences, and skills to the organisation. If you are passionate about governance, leadership, and organisational excellence, we would love to hear from you. Applications are being reviewed on a rolling basis, and the role may close early.

Are you experienced in the administration of Defined Benefit schemes and now looking to further develop your experience and career in more of a project-based environment? Is so, please read on! We are recruiting for a global leading financial services organisation who are heavily recruiting within their Data & De-risking Solutions division for pension professionals to join them. The roles can be based out of any of their UK based offices on a hybrid working pattern. You work as part of a team and lead on projects providing an accurate, reliable and high standard of data and de-risking solutions to Trustees, third parties and internal teams alike. This will further include: Partnering with Client Directors internally, you will also act as a key client contact, providing technical guidance, managing budgets, and ensure that projects meet deadlines and quality standards. Assist in mentoring junior team members, contribute to an effective peer review process and drive process improvements. Lead multiple de-risking projects, ensuring timely and accurate delivery Perform pension calculations, data audits, and risk analysis Manage client relationships, budgets, and billing cycles Implement and maintain risk-based project plans aligned to client expectations Drive process improvements and share best practices across the team Already possessing proven Defined Benefit experience (including manual calculations), coupled with Proficiency in Microsoft Excel and data analysis, you will be someone who has an adaptable and innovative approach to problem solving, and the ability to communicate and build relationships based on honest and respect. The roles offer an excellent all round remuneration package and as mentioned is offered on a flexible hybrid working environment and can be based out of any of their UK based offices. Further information is available on application.

Are you experienced in the administration of Defined Benefit schemes and now looking to further develop your experience and career in more of a project-based environment? Is so, please read on! We are recruiting for a global leading financial services organisation who are heavily recruiting within their Data & De-risking Solutions division for pension professionals to join them. The roles can be based out of any of their UK based offices on a hybrid working pattern. You work as part of a team and lead on projects providing an accurate, reliable and high standard of data and de-risking solutions to Trustees, third parties and internal teams alike. This will further include: Partnering with Client Directors internally, you will also act as a key client contact, providing technical guidance, managing budgets, and ensure that projects meet deadlines and quality standards. Assist in mentoring junior team members, contribute to an effective peer review process and drive process improvements. Lead multiple de-risking projects, ensuring timely and accurate delivery Perform pension calculations, data audits, and risk analysis Manage client relationships, budgets, and billing cycles Implement and maintain risk-based project plans aligned to client expectations Drive process improvements and share best practices across the team Already possessing proven Defined Benefit experience (including manual calculations), coupled with Proficiency in Microsoft Excel and data analysis, you will be someone who has an adaptable and innovative approach to problem solving, and the ability to communicate and build relationships based on honest and respect. The roles offer an excellent all round remuneration package and as mentioned is offered on a flexible hybrid working environment and can be based out of any of their UK based offices. Further information is available on application.

Private Client Solicitor Location: Worthing - flexible hybrid Salary: 50-65,000 Experience: NQ - 3PQE OVERVIEW Join a reputable Legal 500 with a highly regarded Private Client team. The practice is known for handling high-quality work for high-net-worth and ultra-high-net-worth clients. RESPONSIBILITIES - Working on a broad range of private client matters including estate planning, trusts, and succession planning - Advising UK resident individuals and families on wealth structuring and inheritance planning - Assisting with the establishment and administration of trusts and other asset-holding structures - Drafting wills, trust documentation, powers of attorney, and related private client documents - Advising clients on personal tax, estate, and lifetime planning matters - Working closely with clients and professional advisers including accountants, trustees, and financial advisers - Supporting business development initiatives and contributing to the continued growth of the department ABOUT YOU - Qualified Solicitor NQ - 3PQE within Private Client - Strong experience advising on a broad range of private client matters - Experience working with high-net-worth individuals and families - Solid technical knowledge of trusts, estate planning, succession, and personal tax matters - STEP qualification (or working towards) advantageous BENEFITS - Competitive salary with performance-related bonus - Comprehensive health plan - 25 days' annual leave, increasing with length of service, plus the option to purchase additional days - Strong focus on work/life balance, career development, and an inclusive, supportive culture If this sounds like the right opportunity for you, apply today or contact me using the details below for a confidential conversation: P: (phone number removed)

Probate and Estate Tax Senior Ely £34,000 - £36,000 A well-established accountancy practice is seeking a Probate, Estates and Trusts Tax Senior to join its growing Private Client team. This is a varied and hands-on role supporting a range of probate, estate administration and trust taxation work, offering the opportunity to develop deep technical expertise while working closely with clients and senior colleagues in a supportive and collaborative environment. Role Responsibilities Prepare draft IHT400 forms to support probate applications. Manage probate and estate administration caseloads from instruction through to completion. Identify and value estate assets and liabilities as at date of death. Prepare probate papers for grant applications. Draft estate accounts accurately and clearly. Capture estate data using specialist software to produce forms and computations. Support non-probate staff where required. Liaise with executors, trustees, clients and external professionals, including attending meetings. Identify cross-selling and tax planning opportunities (e.g. deeds of variation). Prepare self-assessment tax returns, including CGT computations and property income schedules. Prepare and submit 60-day CGT returns. Complete trust and estate tax reporting, including HMRC correspondence. Register trusts and estates on the HMRC Trust Registration Service (TRS). Prepare IHT100 forms. Monitor trust reporting deadlines, including ten-year anniversaries. Prepare estate tax returns or informal HMRC reports. Act as a point of contact for probate, estate and trust clients. Build and maintain strong client relationships via phone, email and meetings. Draft client bills for review and approval. Provide empathetic and professional client service. Support colleagues across the wider team and firm. Assist Partners, Managers and Associates with ad hoc tasks. Undertake CPD and ongoing professional training. Contribute to internal communications and team development. Carry out general administrative duties as required. Personal Requirements Experience in probate, estate administration or trust taxation. Strong communication and client relationship skills. Excellent organisational skills and attention to detail. Proficient in Microsoft Office Suite. Proactive, reliable and committed to professional development. Genuine interest in developing a career in private client tax and estate work. Benefits Study support. Flexible and hybrid working arrangements. 25 days annual leave plus Bank Holidays (20 days if studying, with incremental increases linked to service). Enhanced maternity and paternity pay. Income protection for long-term sickness or incapacity. Life assurance. Paid study leave. Paid professional subscriptions. Health Shield cash back plan (e.g. dental, optical, physiotherapy). Flu vaccinations. Enhanced sick pay. Tax-efficient pension (salary sacrifice). Wellbeing programme including counselling and mental health support. CPD, training and development opportunities. Team social events and activities across offices. If you are interested in developing your career within probate, estates and trusts tax and would like to explore this opportunity further, apply now. Butler Rose is committed to equality in the workplace and is an equal opportunity employer.Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.

Are you experienced in the administration of Defined Benefit schemes and now looking to further develop your experience and career in more of a project-based environment? Is so, please read on! We are recruiting for a global leading financial services organisation who are heavily recruiting within their Data & De-risking Solutions division for pension professionals to join them. The roles can be based out of any of their UK based offices on a hybrid working pattern. You work as part of a team and lead on projects providing an accurate, reliable and high standard of data and de-risking solutions to Trustees, third parties and internal teams alike. This will further include: Partnering with Client Directors internally, you will also act as a key client contact, providing technical guidance, managing budgets, and ensure that projects meet deadlines and quality standards. Assist in mentoring junior team members, contribute to an effective peer review process and drive process improvements. Lead multiple de-risking projects, ensuring timely and accurate delivery Perform pension calculations, data audits, and risk analysis Manage client relationships, budgets, and billing cycles Implement and maintain risk-based project plans aligned to client expectations Drive process improvements and share best practices across the team Already possessing proven Defined Benefit experience (including manual calculations), coupled with Proficiency in Microsoft Excel and data analysis, you will be someone who has an adaptable and innovative approach to problem solving, and the ability to communicate and build relationships based on honest and respect. The roles offer an excellent all round remuneration package and as mentioned is offered on a flexible hybrid working environment and can be based out of any of their UK based offices. Further information is available on application.

Goodman Masson are partnered with a highly respected, award-winning Multi-Academy Trust (MAT) in North London to find a skilled and proactive Finance Manager. Educating over 2,500 pupils across a close-knit family of primary and secondary schools, our client is dedicated to providing life-changing opportunities within vibrant, diverse communities. Recently recognised nationally for their exceptional educational outcomes and community outreach, they provide a highly collaborative and supportive central services team environment where your work directly impacts the success of young people. As the Finance Manager, you will support the monitoring and control of Trust spend, working closely with the Finance Director to successfully manage budgets and incoming resources, whilst delivering the highest standards of customer service to the academies in the Trust and other stakeholders. You will be responsible for the day-to-day finance transactions, including banking, management accounts review and reconciliation, debtor management and reporting, and the administration and development of the finance system. This includes close working with the Accounts Payable team to ensure robust financial control, compliance and efficiency across all academies within the Trust. You will provide a stable, flexible and resilient service that supports leadership in delivering value for money and strong financial stewardship across all income streams received by the Trust. Key Responsibilities: Financial Control & Accounting: Lead month-end close procedures, balance sheet reconciliations, and correction journals. Maintain the fixed asset register and calculate annual depreciation in line with academy financial reporting standards. Budgeting & Income Management: Partner with the Finance Director to advise academy budget holders, manage self-generated income streams (including debt management/reporting), and oversee compliance for the 6th form bursary payment process. Cash & Compliance: Direct daily banking reconciliations, cash-flow forecasting, and monthly VAT 126 return submissions to HMRC. Systems & Operational Support: Act as the super-user and administrator for the Trust's finance system-providing training to staff and stepping in to support the Accounts Payable team during peak periods. Procurement: Oversee the Trust's centralised contract register to support timely renewals, compliance with procurement policy, and value-for-money principles. Audit & Governance: Assist in the preparation of monthly management accounts and support the internal scrutiny and external annual audit processes by providing clean evidence. Academy Partnering: Spend time out at the local academy sites to assist with school trip costings, build visibility, and strengthen financial understanding across the school. What You'll Need to Succeed: Sector Experience: Prior finance experience within an educational setting, academy trust, local authority, or the wider public/not-for-profit sector is highly desirable but not essential. Technical Strength: A strong foundation in management accounts preparation, balance sheet reconciliations, and financial control frameworks. System Savvy: Excellent IT skills, particularly with modern finance software/ERP systems, and the ability to train/support other users. Communication Skills: The ability to explain complex financial matters clearly to academic leaders and senior trustees who may not have a finance background. Flexibility: A collaborative mindset with a willingness to travel to different academy locations in North London as required. The Salary range is £45,000 - £53,000 + Excellent benefits including Local Government Pension Scheme. You will be predominately based in the trusts Head Office (Edmonton / Enfield area) with some travel to the academy sites which are local to the office. Applications are being reviewed on a rolling basis, therefore please apply ASAP with your CV to ensure you are considered.

Private Client Fee Earner Sunderland or Newcastle office Salary: £35,000 - £45,000 per annum (all dependant on experience) Job Description The Private Client Fee Earner provides expert legal advice and support to private clients on a range of matters including wills, trusts, probate, estate administration, tax planning, and powers of attorney. This role involves managing a caseload from inception to completion, ensuring the highest standards of client care and compliance with relevant legislation. This role could be based at the Sundrland or Newcastle office based on the candidates preference. This role is to support and lead a busy Private Client department. Key Duties and Responsibilities Draught and prepare wills, trusts, powers of attorney, and other private client documents accurately and efficiently. Advise clients on estate planning, inheritance tax, and related financial matters, tailoring guidance to individual client circumstances. Manage probate and estate administration cases, including obtaining grants of representation, realising assets, paying debts, and distributing estates to beneficiaries. Maintain clear and timely communication with clients, executors, trustees, and third parties throughout the matter lifecycle. Ensure compliance with all relevant legal regulations and professional standards within the private client field. Maintain accurate records and case files, including billing and time recording, in accordance with firm policies. Collaborate with other departments or specialists when necessary to provide comprehensive client service. Please apply today to (url removed)