A new opportunity to join the award-winning Private Client team of a respected London law firm.
The incoming individual will oversee a high-end portfolio of trusts and estates, taking responsibility for their related accounts, returns and associated compliance. The majority of the trusts are UK domestic, but there is also scope to get involved with offshore trusts advice.
The Trusts Manager will supervise a team of more junior trusts advisers and also have the opportunity to work with senior managers and partners on ad hoc trust planning projects.
The STEP and/or ATT/ACA qualifications would be ideal but are not essential. However, strong experience of advising on, preparing and reviewing trust and estates accounts and tax returns is important. The successful candidate will have an excellent grasp of the UK trust taxation.
Very much a client-facing and third-party facing role, it is important that the Manager is a confident communicator with excellent client relationship management skills.
Genuine scope exists to progress to Senior Manager grade in what is a supportive and sociable environment. The team is based in central London but operates hybrid working 2-3 days a week. Salary will be dependent on experience but is likely to be £70k-£75k + bens and bonus.
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Trust & Estate Manager - Law Firm in City of London employer: Howells Consulting Ltd
Howells Consulting Ltd is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Cambridge. With a strong focus on employee growth, you will have access to tailored development opportunities while working alongside a talented team dedicated to providing top-tier advice to high-net-worth clients. The company's commitment to work-life balance and its supportive environment make it an ideal place for professionals looking to advance their careers in wealth planning and tax strategies.
StudySmarter Expert Advice🤫
We think this is how you could land Trust & Estate Manager - Law Firm in City of London
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Some tips for your application 🫡
Show Your Real-Estate Savvy:When crafting your CV and cover letter, make sure to highlight any relevant experience in the real estate sector. If you've done internships, assistant roles, or even relevant coursework, lay it out clearly. We want to see your familiarity with market trends, property management, or any sales experience you've got under your belt!
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Tailor Your Documents for the Job:Every application should feel personal. When applying for the Trust & Estate Manager - Law Firm role at Howells Consulting Ltd, tweak your CV to focus on aspects that are important to them. If they value client relationships, emphasise your interpersonal skills. We want to see you aligning your experiences with what they're looking for!
Keep It Professional Yet Approachable:While we want you to show off your expertise, don't forget to let your personality shine through in your cover letter. A touch of friendliness can set you apart, especially in real estate where client interaction is key. Show that you're ready not just to work with the property but also with people!
How to prepare for a job interview at Howells Consulting Ltd
✨Know Your Market Trends
In real estate, it’s all about staying ahead of the curve. Make sure we brush up on the latest market trends in the area where Howells Consulting Ltd operates. Being able to discuss local property values, demand, and upcoming developments will show that we’re not just interested in the job, but genuinely invested in the industry.
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Expect some scenario-based questions during the interview. We might get asked how we’d handle different client situations or property evaluations. Preparing our responses for common real estate scenarios not only demonstrates our problem-solving skills but also shows that we can think on our feet in a client-facing role.
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In full-time real estate, networking is key! Let’s think about our connections in the industry and what we can bring to Howells Consulting Ltd. Whether it’s insights on prospective clients or relationships with local contractors, talking about these experiences can set us apart from other candidates.
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Familiarity with different real estate software tools is a big plus. We should be ready to discuss any platforms we've used, whether it's for property management, CRM, or data analysis. Being comfortable with technology not only makes us more efficient, but also shows that we’re adaptable to the tools used at Howells Consulting Ltd.