At a Glance
- Tasks: Manage a diverse portfolio of trusts and estates while mentoring junior team members.
- Company: Respected firm known for exceptional private client services.
- Benefits: Opportunities for rapid advancement and merit-based promotions.
- Other info: Collaborative environment with a focus on professional growth.
- Why this job: Join a thriving team and make a real impact in wealth management.
- Qualifications: Experience in trust management and strong communication skills.
The predicted salary is between 50000 - 65000 £ per year.
This highly respected firm, well known for the quality of its private client offering, is looking to add further expertise to its growing trust department.
The client base is a mix of large and complex on and offshore trusts and estates, and the firm offers the full range of trust services, including:
- Accounts preparation and administration.
- The preparation and review of trust returns.
- Charitable and estate trust creation.
- Advisory work including the preparation of reports on the management of wealth and the suitability of various trust arrangements.
You will be responsible for your own portfolio of clients as well as having management responsibility for more junior members of the team so the ability to liaise effectively with clients and professional intermediaries as well as mentoring and coaching your team is essential.
The firm is looking for someone who can work closely with the partners and directors to offer a highly responsive service.
There is plenty of scope for rapid advancement.
The private client team is going from strength to strength and promotions are entirely based on merit.
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