Trust Assistant Manager | Hybrid, Private Client, UK Trusts
Trust Assistant Manager | Hybrid, Private Client, UK Trusts

Trust Assistant Manager | Hybrid, Private Client, UK Trusts

Full-Time 45000 - 55000 £ / year (est.) Home office (partial)
Austin Rose Associates

At a Glance

  • Tasks: Oversee UK resident trusts, prepare accounts, and mentor junior staff.
  • Company: Austin Rose Associates, a leader in Private Client services.
  • Benefits: Hybrid working, private medical care, and a discretionary bonus scheme.
  • Other info: Dynamic role with opportunities for professional growth.
  • Why this job: Join a renowned team and advance your career while working with high-net-worth clients.
  • Qualifications: Experience in trust management and strong relationship-building skills.

The predicted salary is between 45000 - 55000 £ per year.

Austin Rose Associates is looking for a Trust Assistant Manager / Manager to oversee a diverse portfolio of UK resident trusts. The role involves preparing complex trust accounts, delivering sophisticated tax advisory projects, and mentoring junior staff. You will manage relationships with high-net-worth clients and collaborate within a renowned Private Client team.

The position offers a hybrid working model, private medical care, and a discretionary bonus scheme, making it a fantastic opportunity for career advancement.

Trust Assistant Manager | Hybrid, Private Client, UK Trusts employer: Austin Rose Associates

Austin Rose Associates is an exceptional employer, offering a dynamic work culture that prioritises employee growth and development. With a hybrid working model, comprehensive private medical care, and a discretionary bonus scheme, employees are empowered to thrive in their roles while managing high-net-worth client relationships within a supportive team environment.
Austin Rose Associates

Contact Detail:

Austin Rose Associates Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trust Assistant Manager | Hybrid, Private Client, UK Trusts

✨Tip Number 1

Network like a pro! Reach out to your connections in the private client sector and let them know you're on the lookout for opportunities. You never know who might have a lead on a Trust Assistant Manager role!

✨Tip Number 2

Prepare for those interviews by brushing up on your knowledge of UK trusts and tax advisory projects. We recommend practising common interview questions and scenarios related to managing high-net-worth clients.

✨Tip Number 3

Showcase your mentoring skills! If you’ve had experience guiding junior staff, be ready to share examples during interviews. This will highlight your leadership potential and fit for the role.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!

We think you need these skills to ace Trust Assistant Manager | Hybrid, Private Client, UK Trusts

Trust Account Preparation
Tax Advisory
Client Relationship Management
Mentoring
Portfolio Management
High-Net-Worth Client Interaction
Collaboration
Private Client Knowledge

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Trust Assistant Manager role. Highlight your experience with UK resident trusts and any relevant tax advisory projects to catch our eye!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about working with high-net-worth clients and how you can contribute to our Private Client team. Be genuine and let your personality come through.

Showcase Your Mentoring Skills: Since mentoring junior staff is part of the role, share examples of how you've supported or guided others in your previous positions. We love seeing candidates who are team players and enjoy helping others grow!

Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!

How to prepare for a job interview at Austin Rose Associates

✨Know Your Trusts

Make sure you brush up on your knowledge of UK resident trusts. Understand the intricacies of trust accounts and tax advisory projects, as these will likely come up in conversation. Being able to discuss specific examples or case studies can really impress the interviewers.

✨Showcase Your Mentoring Skills

Since the role involves mentoring junior staff, be prepared to share your experiences in guiding others. Think of specific instances where you've helped someone grow or overcome challenges. This will demonstrate your leadership potential and fit for the team.

✨Build Rapport with High-Net-Worth Clients

Highlight your experience in managing relationships with high-net-worth clients. Be ready to discuss how you approach client interactions and maintain professionalism while being personable. This is key in a Private Client team, so show them you can connect with clients effectively.

✨Embrace the Hybrid Model

Since this position offers a hybrid working model, think about how you can thrive in both remote and in-office settings. Share your strategies for staying productive and connected with your team, as well as how you manage your time effectively in a flexible work environment.

Trust Assistant Manager | Hybrid, Private Client, UK Trusts
Austin Rose Associates

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