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Business services adviser - trusts

Lincoln
Duncan & Toplis
Service
Posted: 23h ago
Offer description

Overview

Head of Talent | Neurodiversity Champion | Driving Inclusive, Future-Ready Workforces

Join Duncan & Toplis

Duncan & Toplis is one of the UK’s largest independent accountants and business advisers. Celebrating our 100-year anniversary in 2025, we are on course for the biggest period of growth in our history. Our vision to be the team that clients always choose to work with and where talented people belong remains at the forefront and guides everything that we do.

Our Business Services team is seeking a Trust Business Services Adviser. This role will be instrumental in supporting a client portfolio of Trusts and Family Investment Companies.

This is a fantastic opportunity to create a focused career path where you will be our internal Trust Accounts and family investments company expert. This is a growth area for the business, and a great opportunity to develop the necessary professional competencies through formal and on-the-job training. You will work flexibly to meet deadlines and uphold high service levels whilst maintaining fairness, equality, diversity, and inclusivity in everything that you do.


Responsibilities

* Delivering fully drafted sets of accounts with complete working papers to your line manager.
* Completion of work within timetable set or issues communicated in a timely manner to ensure reduced bottlenecks in workflow.
* Managing your workflow and client expectations, using your specialist knowledge and skills to add value to the business services team.
* Developing a rapport to underpin working relationships with clients and assisting in all aspects of the company’s relationships with them to maximise yield and performance.
* Where appropriate, initiating and taking an active role in business development by promoting our full range of services to clients (cross-selling).


What You’ll Need to Succeed

* Possessing either partial or full AAT, ACCA, or ACA qualifications, or appropriate experience.
* Demonstrated proficiency in collaborating within a team environment.
* Exceptional communication abilities, both written and verbal.
* Dedication to enhancing professional and technical expertise.
* Eagerness to cultivate a diverse set of IT skills to enhance performance.
* Enthusiasm for engaging in formal training opportunities, including on-the-job learning experiences.


Why Join Duncan & Toplis?

From flexible working arrangements and time-matched volunteer hours to online fitness classes and mental health support, we’re committed to helping our people maintain a healthy and balanced lifestyle.

We help our team to develop their talents and encourage ambitious individuals to progress their careers and expand their professional and personal capability with fully supported training and CPD.

Our purpose ‘to positively impact our people, communities, and the world around us’ sits at our core, and our inherent values of trust, partnership, and inclusivity emphasise this.


Seniority level

* Associate


Employment type

* Full-time


Job function

* Accounting/Auditing


Industries

* Accounting

Duncan & Toplis is committed to fostering a diverse and inclusive workplace. We welcome applications from all backgrounds, ensuring equal opportunities for all candidates.

This role is optional for someone with a passion for technical accuracy, continuous improvement, and collaborative problem-solving. You’ll be a trusted point of reference for technical matters across the firm and will play a central role in supporting high-quality service delivery to our clients.

Location: Lincolnshire, England, United Kingdom

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