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For Companies At a Glance
- Tasks: Manage a portfolio of trust clients and oversee trust administration and tax matters.
- Company: Join a Top 30 firm in London with a focus on private client services.
- Benefits: Competitive salary, career development opportunities, and a supportive team environment.
- Why this job: Build meaningful relationships while working on complex advisory projects.
- Qualifications: Strong experience in trusts and ability to manage client portfolios effectively.
- Other info: Great opportunity for growth in a dynamic and professional setting.
The predicted salary is between 43200 - 72000 £ per year.
Clark Wood are currently working with a Top 30 firm who are looking for a Trusts Manager in their London office.
Responsibilities
- Managing a portfolio of trust clients for the wealthiest of their private clients and all aspects of trusts from managing the trust administration and accounts and tax return preparation through to complex advisory and inheritance tax matters.
- Reviewing accounts and tax returns prepared by the team.
- Overseeing the trust administration and preparation processes.
- Assisting senior managers/partners with various advisory work and projects.
- Supporting the senior manager with the management of the team and processes.
- The opportunity to build meaningful relationships with trustees, their advisors and the beneficiaries.
Qualifications
- Candidates will be committed to a career in trusts and will have strong relevant experience in this area.
- Experience of running a portfolio of trust clients, including organising the delivery of work, problem solving and the ability to use your own initiative is essential.
Should you be working in Private Client Tax at the moment and keen on a new Trusts opportunity then please do not hesitate to apply below!
For further info on this role, or a discreet initial conversation, please contact Rich Clark at Clark Wood - richard@clark-wood.co.uk - Mobile: +44 (0) 7796 543596.
Trust Manager - London employer: Clark Wood
Contact Detail:
Clark Wood Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Manager - London
✨Tip Number 1
Network like a pro! Reach out to your connections in the trusts and private client sector. Attend industry events or webinars to meet potential employers and get your name out there.
✨Tip Number 2
Show off your expertise! Prepare a portfolio showcasing your experience with trust management, tax returns, and advisory work. This will help you stand out when chatting with hiring managers.
✨Tip Number 3
Practice makes perfect! Get ready for interviews by rehearsing common questions related to trust management. We can help you with mock interviews to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for talented individuals like you!
We think you need these skills to ace Trust Manager - London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trust Manager role. Highlight your experience with trust administration, accounts, and tax returns. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about trusts and how your background makes you a great fit for our team. Keep it engaging and personal!
Showcase Your Problem-Solving Skills: In your application, don’t forget to mention specific examples where you've successfully managed a portfolio of trust clients or solved complex issues. We love seeing initiative and creativity!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Clark Wood
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trusts, tax returns, and inheritance tax matters. Be prepared to discuss specific cases or scenarios you've handled in the past, as this will show your expertise and commitment to the field.
✨Showcase Your Client Management Skills
Since you'll be managing a portfolio of high-net-worth clients, think of examples where you've successfully built relationships with clients or resolved complex issues. This will demonstrate your ability to handle the responsibilities of the role effectively.
✨Prepare for Team Dynamics
As you'll be supporting senior managers and overseeing team processes, be ready to talk about your experience in team management. Share instances where you've led a project or collaborated with others to achieve a common goal.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to trust management and how they support their clients. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
