Senior Trusts & Estates Manager - Private Client, Hybrid in London
Senior Trusts & Estates Manager - Private Client, Hybrid

Senior Trusts & Estates Manager - Private Client, Hybrid in London

London Full-Time 80000 - 95000 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Advise high-net-worth clients on estate planning and manage diverse trust portfolios.
  • Company: A top independent accountancy firm in London with a friendly culture.
  • Benefits: Competitive salary, hybrid working options, and a strong focus on work/life balance.
  • Why this job: Join a dynamic team and make a real difference in clients' financial futures.
  • Qualifications: Experience in trusts and estates management is essential.
  • Other info: Enjoy a supportive environment with opportunities for professional growth.

The predicted salary is between 80000 - 95000 Β£ per year.

A high-quality independent accountancy firm in London seeks a Senior Manager for Trusts & Estates. You will advise high-net-worth individuals on estate planning, prepare complex trust accounts, and manage a diverse portfolio.

The firm offers a competitive salary of Β£80k-Β£95k, hybrid working options allowing for 2-3 days from home weekly, and values work/life balance in a friendly environment.

To apply, please contact us or send an email for the full job description.

Senior Trusts & Estates Manager - Private Client, Hybrid in London employer: Howells Consulting Ltd

Join a prestigious independent accountancy firm in London that prioritises employee well-being and professional growth. With a competitive salary and hybrid working options, you will thrive in a supportive environment that values work/life balance while advising high-net-worth clients on estate planning. This role offers unique opportunities for career advancement and the chance to work with a diverse portfolio, making it an excellent choice for those seeking meaningful and rewarding employment.
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Contact Detail:

Howells Consulting Ltd Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Senior Trusts & Estates Manager - Private Client, Hybrid in London

✨Tip Number 1

Network like a pro! Reach out to your connections in the industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.

✨Tip Number 2

Prepare for interviews by researching the firm and its values. Tailor your answers to show how your experience aligns with their needs, especially in advising high-net-worth individuals and managing complex portfolios.

✨Tip Number 3

Practice your pitch! Be ready to explain why you're the perfect fit for the Senior Trusts & Estates Manager role. Highlight your expertise in estate planning and trust accounts to stand out from the crowd.

✨Tip Number 4

Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.

We think you need these skills to ace Senior Trusts & Estates Manager - Private Client, Hybrid in London

Estate Planning
Trust Account Preparation
Portfolio Management
Advisory Skills
Client Relationship Management
Attention to Detail
Analytical Skills
Communication Skills
Problem-Solving Skills
Knowledge of Taxation
Regulatory Compliance
Financial Reporting
Team Leadership
Time Management

Some tips for your application 🫑

Tailor Your CV: Make sure your CV is tailored to the Senior Trusts & Estates Manager role. Highlight your experience with estate planning and managing trust accounts, as this will show us you’re the right fit for advising high-net-worth individuals.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about trusts and estates, and how your skills align with our values of work/life balance and a friendly environment.

Showcase Relevant Experience: When detailing your experience, focus on specific examples that demonstrate your expertise in managing diverse portfolios. We want to see how you’ve successfully navigated complex situations in the past.

Apply Through Our Website: We encourage you to apply 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!

How to prepare for a job interview at Howells Consulting Ltd

✨Know Your Stuff

Make sure you brush up on the latest trends in estate planning and trust management. Familiarise yourself with the specific regulations and tax implications that high-net-worth individuals face. This will show your potential employer that you're not just knowledgeable but also genuinely interested in the field.

✨Showcase Your Experience

Prepare to discuss your previous roles in detail, especially any experience managing complex trust accounts or advising clients. Use specific examples to illustrate how you've successfully navigated challenges in the past. This will help the interviewers see how you can add value to their firm.

✨Ask Insightful Questions

Come prepared with questions that demonstrate your understanding of the role and the firm. Inquire about their approach to client relationships or how they handle changes in legislation affecting trusts and estates. This shows that you're thinking critically about how you would fit into their team.

✨Emphasise Work/Life Balance

Since the firm values work/life balance, be ready to discuss how you manage your workload effectively while maintaining a healthy personal life. Share strategies that have worked for you in the past, as this aligns with their company culture and shows you're a good fit.

Senior Trusts & Estates Manager - Private Client, Hybrid in London
Howells Consulting Ltd
Location: London
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  • Senior Trusts & Estates Manager - Private Client, Hybrid in London

    London
    Full-Time
    80000 - 95000 Β£ / year (est.)
  • H

    Howells Consulting Ltd

    50-100
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