Hybrid Trusts Manager – Tax & Trusts Adviser for UHNWIs in London
Hybrid Trusts Manager – Tax & Trusts Adviser for UHNWIs

Hybrid Trusts Manager – Tax & Trusts Adviser for UHNWIs in London

London Full-Time 65000 - 75000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage a portfolio of trusts and support junior staff in account preparation.
  • Company: Leading recruitment firm in London with a focus on UHNWIs.
  • Benefits: Salary between £65,000-£75,000 and hybrid working options.
  • Why this job: Join a dynamic team and make a real impact in trust taxation and estate planning.
  • Qualifications: STEP qualified with experience in trust taxation and estate planning.
  • Other info: Flexible work-from-home options available 2-3 days a week.

The predicted salary is between 65000 - 75000 £ per year.

A leading recruitment firm in London is looking for a Tax & Trusts adviser at Manager level. This role involves managing a portfolio of onshore and offshore trusts, acting as the client's main contact, and supporting junior staff with account preparation.

Ideal candidates will be STEP qualified and have experience in trust taxation and estate planning.

The position offers a salary between £65,000-£75,000 with hybrid working options available, allowing for work from home 2-3 days a week.

Hybrid Trusts Manager – Tax & Trusts Adviser for UHNWIs in London employer: Howells Consulting Ltd

As a leading recruitment firm in London, we pride ourselves on fostering a dynamic and inclusive work culture that prioritises employee growth and development. Our hybrid working model not only offers flexibility with 2-3 days of remote work each week but also provides access to a wealth of resources and mentorship opportunities for our team members, ensuring that you can thrive in your role as a Tax & Trusts Adviser while managing a diverse portfolio of clients.
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Contact Detail:

Howells Consulting Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Hybrid Trusts Manager – Tax & Trusts Adviser for UHNWIs in London

Tip Number 1

Network like a pro! Reach out to your connections in the tax and trusts sector. Attend industry events or webinars to meet potential employers and get your name out there.

Tip Number 2

Showcase your expertise! Prepare a portfolio that highlights your experience with onshore and offshore trusts. This will help you stand out when chatting with recruiters or during interviews.

Tip Number 3

Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers, especially around trust taxation and estate planning. Confidence is key!

Tip Number 4

Don’t forget to apply through our website! We’ve got loads of resources to help you land that Hybrid Trusts Manager role. Plus, it shows you're serious about joining the team!

We think you need these skills to ace Hybrid Trusts Manager – Tax & Trusts Adviser for UHNWIs in London

Trust Taxation
Estate Planning
Portfolio Management
Client Relationship Management
STEP Qualification
Account Preparation
Team Leadership
Hybrid Working Adaptability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the role of Hybrid Trusts Manager. Highlight your experience in managing onshore and offshore trusts, and don’t forget to mention your STEP qualification if you have it!

Showcase Relevant Experience: In your cover letter, showcase your relevant experience in trust taxation and estate planning. Use specific examples to demonstrate how you've successfully managed portfolios and supported junior staff.

Be Clear and Concise: Keep your application clear and concise. We love a well-structured application that gets straight to the point. Avoid jargon unless it’s necessary, and make sure your passion for the role shines through!

Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, we can’t wait to see what you bring to the table!

How to prepare for a job interview at Howells Consulting Ltd

Know Your Trusts Inside Out

Make sure you brush up on your knowledge of both onshore and offshore trusts. Be prepared to discuss specific cases you've managed, as well as the nuances of trust taxation and estate planning. This will show that you're not just qualified, but also experienced and ready to take on the role.

Showcase Your Client Management Skills

As the main contact for clients, it's crucial to demonstrate your ability to build and maintain relationships. Prepare examples of how you've successfully managed client expectations and resolved issues in the past. This will highlight your interpersonal skills and your understanding of client needs.

Prepare for Technical Questions

Expect some technical questions related to tax legislation and trust management. Brush up on recent changes in tax laws that could affect UHNWIs. Being able to discuss these confidently will set you apart from other candidates and show your commitment to staying updated in the field.

Engage with Junior Staff Scenarios

Since you'll be supporting junior staff, think about how you can mentor and guide them. Prepare to discuss your approach to training and developing others, as well as any experiences you've had in a leadership role. This will demonstrate your readiness to take on managerial responsibilities.

Hybrid Trusts Manager – Tax & Trusts Adviser for UHNWIs in London
Howells Consulting Ltd
Location: London

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