At a Glance
- Tasks: Deliver trusts advice to a multi-generational ultra-high-net-worth family.
- Company: Established private family office in central London.
- Benefits: Hybrid working, competitive salary, non-contributory pension, and private medical cover.
- Other info: Great work/life balance and rare opportunities in the private family office sector.
- Why this job: Escape billing stress and focus on meaningful client relationships.
- Qualifications: At least two years’ experience in trust accounts and returns.
The predicted salary is between 42000 - 50000 £ per year.
Escape the stress of billing, chargeability and recoverability, and focus on delivering trusts advice to a multi-generational UHNW family. We have been instructed by a long-established private family office. Their Trusts team is growing and they are keen to appoint an additional Trust Senior.
Working closely with a Trust Director and Trust Manager, the incoming individual will oversee a portfolio of high value trusts, their administration, accounts and returns. They will perform very much a family-facing role, so excellent communication and inter-personal skills are essential.
The successful candidate is likely to have at least two years’ trust accounts and return preparation experience and may also hold a tax, accounting or trust qualification. They will be a team player, with an excellent eye for detail, as well as an interest in being a key trusted adviser to HNW clients.
Based in central London, hybrid working and a great work/life balance on offer. Salary will be dependent on experience but is likely to be c.£42k – £50k p.a. plus 8% non-contributory pension, private medical cover and a range of benefits. Opportunities within the private family offices only come up sporadically.
Trust Senior / Assistant Manager – Family Office, London employer: Howells Consulting Ltd
Join a prestigious private family office in central London, where you can escape the pressures of traditional billing and focus on providing exceptional trust advice to ultra-high-net-worth families. With a strong emphasis on work-life balance, hybrid working options, and a supportive team culture, this role offers not only competitive salary and benefits but also unique opportunities for professional growth in a rewarding environment dedicated to client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Senior / Assistant Manager – Family Office, London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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Don’t shy away from reaching out directly to firms like Howells Consulting Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Trust Senior / Assistant Manager – Family Office, London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Howells Consulting Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Howells Consulting Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Howells Consulting Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Howells Consulting Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Howells Consulting Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Howells Consulting Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
