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- Tasks: Manage a portfolio of trusts and estates, ensuring compliance and overseeing accounts.
- Company: Reputable firm with a strong Private Client team in Leeds.
- Benefits: Hybrid working, supportive environment, and clear progression opportunities.
- Why this job: Join a high-profile team and make a real impact in the private client field.
- Qualifications: Experience in trusts and estates, excellent communication, and client management skills.
- Other info: Opportunity for career growth towards Senior Manager level.
The predicted salary is between 36000 - 60000 £ per year.
An opportunity to join a high-profile Private Client team that has built a strong reputation for advising both UK and international HNWIs and their families. Trusts and estates expertise is a key part of the offering and the team continues to grow in this area. They now seek an experienced Trusts professional at Manager level.
The incoming individual will oversee a portfolio of trusts and estates, taking responsibility for the review of accounts and returns, as well as overseeing the ongoing compliance requirements. They will also work closely with the partners on ad hoc trust planning projects.
Very much a client and third-party facing role, the position would suit someone with excellent communication and client relationship management skills. Strong trusts and estates tax and accounting experience is a pre-requisite. Experience of advising charity clients would be helpful but is not essential.
In return, the firm offers a genuinely supportive, sociable and collegiate environment in which to pursue one’s career. Their Private Client Tax & Trusts team maintains a high profile internally and is a key service line for the firm. Externally, the team is independently recognised for the quality of its expertise in the private client field.
Based in Leeds, the role offers hybrid working 2-3 days a week and scope for progression towards Senior Manager grade.
To find out more about this opportunity, please email quoting Ref 717. Alternatively, simply apply below.
Trusts & Estates Manager - Leeds employer: Howells Consulting Ltd
Contact Detail:
Howells Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts & Estates Manager - Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the trusts and estates field, especially those who might know someone at the firm. A friendly chat can sometimes lead to insider info or even a referral.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge. Make sure you can confidently discuss trusts, estates, and compliance requirements. We want you to shine when they ask about your experience!
✨Tip Number 3
Showcase your client relationship skills during interviews. Share examples of how you've successfully managed client expectations and built strong relationships. This role is all about communication, so let that personality of yours shine through!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Trusts & Estates Manager - Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Trusts & Estates Manager role. Highlight your expertise in trusts and estates, as well as any relevant client relationship management experience.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for our Private Client team. Share your passion for working with HNWIs and how your background aligns with the responsibilities of overseeing trusts and estates.
Showcase Your Communication Skills: Since this role is client-facing, it's crucial to demonstrate your excellent communication abilities. Use clear and concise language in your application to reflect how you would interact with clients and partners.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Howells Consulting Ltd
✨Know Your Trusts and Estates Inside Out
Make sure you brush up on your trusts and estates knowledge before the interview. Familiarise yourself with the latest regulations, compliance requirements, and tax implications. Being able to discuss these confidently will show that you're not just experienced but also up-to-date with industry standards.
✨Showcase Your Client Relationship Skills
Since this role is client-facing, prepare examples of how you've successfully managed client relationships in the past. Think about specific situations where you resolved issues or provided exceptional service. This will demonstrate your ability to connect with high-net-worth individuals and their families.
✨Prepare for Technical Questions
Expect some technical questions related to trusts and estates during the interview. Practice explaining complex concepts in simple terms, as you may need to do this with clients. This will highlight your communication skills and your ability to make intricate topics accessible.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask thoughtful questions about the team and the firm’s approach to trusts and estates. This shows your genuine interest in the role and helps you gauge if the company culture aligns with your career goals.
