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For Companies At a Glance
- Tasks: Manage a portfolio of trust clients and oversee all associated work.
- Company: Join a Top 30 firm in London with a focus on trusts.
- Benefits: Competitive salary, career development, and a supportive team environment.
- Why this job: Make a real impact by working with high-net-worth clients and complex trust matters.
- Qualifications: Experience in managing trust clients and strong problem-solving skills.
- Other info: Great opportunity for career growth in a specialist Trusts role.
The predicted salary is between 43200 - 72000 £ per year.
Clark Wood are currently working with a Top 30 firm who are seeking an experienced Trusts Manager to join their London office.
As a Trusts Manager, you will be responsible for managing a portfolio of trust clients, acting for some of the firm's wealthiest private clients. The role covers the full spectrum of trust work, including trust administration, accounts and tax return preparation, as well as complex advisory and inheritance tax matters.
Key responsibilities will include:
- Managing a portfolio of trust clients and overseeing the delivery of all associated work
- Reviewing trust accounts and tax returns prepared by the team
- Overseeing trust administration and internal preparation processes
- Assisting senior managers and partners with advisory work and ad hoc projects
- Supporting the senior manager with team management and workflow processes
- Building and maintaining strong relationships with trustees, professional advisors and beneficiaries
Candidate
The successful candidate will be committed to developing a career within trusts and will have strong, relevant experience in this area. You will have proven experience managing a portfolio of trust clients, organising the delivery of work, solving problems proactively and working with a high degree of initiative.
Candidates currently working in Private Client Tax who are keen to move into a specialist Trusts role are also encouraged to apply.
For further information, please contact Will Langdon at Clark Wood: will@clark-wood.co.uk 07920 557121
Trusts Manager in London employer: Clark Wood
Contact Detail:
Clark Wood Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts Manager in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the trusts and estates field. Attend industry events or webinars where you can meet potential employers and showcase your expertise.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Be ready to discuss specific trust administration scenarios and how you've handled complex advisory matters in the past.
✨Tip Number 3
Showcase your problem-solving skills during interviews. Share examples of how you've proactively addressed challenges in managing trust portfolios and how you’ve built strong relationships with clients.
✨Tip Number 4
Don’t forget to apply through our website! We’re always looking for talented individuals like you, and applying directly can give you an edge in the hiring process.
We think you need these skills to ace Trusts Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in managing trust clients and showcases your skills in trust administration and tax return preparation. We want to see how your background aligns with the role, so don’t hold back!
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 experience makes you the perfect fit for our team. Keep it engaging and personal – we love to see your personality!
Showcase Your Problem-Solving Skills: In your application, highlight specific examples where you've proactively solved problems or improved processes in trust management. We’re looking for candidates who can think on their feet and bring fresh ideas to the table.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Clark Wood
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trust administration, accounts, and tax return preparation. Familiarise yourself with the complexities of inheritance tax matters, as these are likely to come up during the interview.
✨Showcase Your Client Management Skills
Be prepared to discuss your experience managing a portfolio of trust clients. Think of specific examples where you've successfully built relationships with trustees and professional advisors, as this will demonstrate your ability to handle the role effectively.
✨Demonstrate Problem-Solving Abilities
Employers love candidates who can think on their feet. Prepare to share instances where you've proactively solved problems or improved processes in your previous roles. This will highlight your initiative and capability in managing workflows.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the firm's approach to trust management or how they support team development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
