Trusts & Estates Manager — Hybrid, Client‐Facing, Growth Path in Leeds
Trusts & Estates Manager — Hybrid, Client‐Facing, Growth Path

Trusts & Estates Manager — Hybrid, Client‐Facing, Growth Path in Leeds

Leeds Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Manage a portfolio of trusts and estates while ensuring compliance and collaborating on planning projects.
  • Company: Leading consulting firm in Leeds with a supportive and growth-oriented culture.
  • Benefits: Hybrid working options and clear progression towards a Senior Manager role.
  • Why this job: Join a dynamic team and make a real impact in trusts and estates management.
  • Qualifications: Strong communication skills and substantial experience in trusts and estates tax.
  • Other info: Exciting opportunity for career advancement in a client-facing role.

The predicted salary is between 36000 - 60000 £ per year.

A leading consulting firm in Leeds is seeking an experienced Trusts professional at Manager level to oversee a portfolio of trusts and estates. The role involves reviewing accounts, ensuring compliance, and collaborating with partners on trust planning projects.

Candidates should possess strong communication and client relationship management skills as well as substantial trusts and estates tax experience. This position offers a supportive environment and hybrid working options, alongside potential for progression towards a Senior Manager position.

Trusts & Estates Manager — Hybrid, Client‐Facing, Growth Path in Leeds employer: Howells Consulting Ltd

Join a leading consulting firm in Leeds that prioritises employee growth and offers a supportive work culture. With hybrid working options and a clear path for progression to Senior Manager, this role not only allows you to excel in your Trusts & Estates expertise but also fosters strong client relationships in a collaborative environment.
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Contact Detail:

Howells Consulting Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trusts & Estates Manager — Hybrid, Client‐Facing, Growth Path in Leeds

Tip Number 1

Network like a pro! Reach out to your connections in the trusts and estates field. Attend industry events or webinars to meet potential employers and showcase your expertise.

Tip Number 2

Prepare for those interviews! Research the firm thoroughly, especially their approach to trust planning projects. Be ready to discuss how your experience aligns with their needs and how you can contribute to their growth.

Tip Number 3

Show off your communication skills! During interviews, make sure to articulate your thoughts clearly and confidently. Remember, they’re looking for someone who can manage client relationships effectively.

Tip Number 4

Don’t forget to apply through our website! We’ve got loads of resources to help you land that Trusts & Estates Manager role. Plus, it’s a great way to stay updated on new opportunities.

We think you need these skills to ace Trusts & Estates Manager — Hybrid, Client‐Facing, Growth Path in Leeds

Trusts and Estates Management
Compliance Review
Client Relationship Management
Communication Skills
Tax Experience in Trusts and Estates
Project Collaboration
Portfolio Management
Analytical Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in trusts and estates. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant achievements!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Trusts & Estates Manager role. We love seeing your personality come through, so keep it engaging and professional.

Showcase Your Communication Skills: Since this role involves client-facing interactions, make sure to highlight your communication skills in your application. We’re looking for someone who can build strong relationships, so share examples of how you’ve done this in the past.

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 Howells Consulting Ltd

Know Your Trusts Inside Out

Make sure you brush up on your trusts and estates knowledge. Be prepared to discuss specific tax regulations and compliance issues that are relevant to the role. This will show that you’re not just familiar with the basics, but that you can handle the complexities of the position.

Showcase Your Communication Skills

Since this role is client-facing, practice articulating your thoughts clearly and confidently. Think of examples where you've successfully managed client relationships or resolved conflicts. This will demonstrate your ability to communicate effectively with clients and partners alike.

Prepare for Scenario-Based Questions

Expect questions that ask how you would handle specific situations related to trust planning or compliance. Prepare a few scenarios from your past experience where you navigated challenges successfully. This will help you illustrate your problem-solving skills and practical knowledge.

Express Your Growth Ambitions

This position offers a path towards a Senior Manager role, so be ready to discuss your career aspirations. Share how you see yourself growing within the company and what steps you plan to take to achieve that. This shows that you’re not just looking for a job, but a long-term career.

Trusts & Estates Manager — Hybrid, Client‐Facing, Growth Path in Leeds
Howells Consulting Ltd
Location: Leeds
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  • Trusts & Estates Manager — Hybrid, Client‐Facing, Growth Path in Leeds

    Leeds
    Full-Time
    36000 - 60000 £ / year (est.)
  • H

    Howells Consulting Ltd

    50-100
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