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- Tasks: Manage trusts, oversee administration, and prepare tax returns for high-net-worth clients.
- Company: High-end private client firm in central London with a focus on personal wealth.
- Benefits: Hybrid working, support for STEP qualification, and career progression opportunities.
- Why this job: Join a dynamic team and make a real impact on clients' financial well-being.
- Qualifications: Experience in trust management and strong client-facing skills.
- Other info: Flexible work-from-home options and a supportive environment for professional growth.
The predicted salary is between 48000 - 72000 £ per year.
We are currently handling a super Trust & Tax Senior role for a high-end Private Client team in central London (with hybrid working). The position would suit an experienced Trust Senior looking to join a private client-focused firm that advises HNW/UHNW families and their personal wealth.
The incoming individual will manage a portfolio of trusts, their administration, accounts and tax return preparation. They will also liaise with third-parties and play very much a client-facing role.
Full support will be provided with the STEP qualification if required. The team has a strong track‑record of developing its advisers and will support progression towards Manager grade and beyond.
The firm is embracing hybrid working and offers the opportunity to work from home 2-3 days a week, if one wishes.
Trust & Tax Senior in London employer: Howells Consulting Ltd
Contact Detail:
Howells Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust & Tax Senior in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the Trust & Tax field, especially those who work with HNW/UHNW clients. A personal recommendation can make all the difference in landing that interview.
✨Tip Number 2
Prepare for the client-facing role! Brush up on your communication skills and be ready to discuss how you can manage a portfolio of trusts effectively. Show them you’re not just about numbers but also about building relationships.
✨Tip Number 3
Research the firm! Understand their values and the type of clients they serve. This will help you tailor your conversations and show that you’re genuinely interested in being part of their team.
✨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 the initiative to engage directly with us.
We think you need these skills to ace Trust & Tax Senior in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trust & Tax Senior role. Highlight your experience with HNW/UHNW clients and any relevant qualifications, like STEP, to show us you’re the right fit for our private client team.
Craft a Compelling Cover Letter: Your cover letter should tell us why you’re passionate about this role and how your skills align with our needs. Be sure to mention your experience in managing trusts and liaising with clients, as that’s key for us.
Showcase Your Client-Facing Skills: Since this role involves a lot of client interaction, make sure to highlight your communication skills and any previous experience in a client-facing position. We want to see how you can build relationships with our clients!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team.
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 trusts and tax regulations. Be prepared to discuss specific cases or scenarios you've handled in the past, as this will show your expertise and confidence in managing a portfolio of trusts.
✨Showcase Your Client-Facing Skills
Since this role involves liaising with high-net-worth clients, practice articulating how you've successfully managed client relationships before. Think of examples where you've gone above and beyond to meet a client's needs, as this will highlight your suitability for a client-focused firm.
✨Embrace the Hybrid Working Model
Familiarise yourself with the concept of hybrid working and be ready to discuss how you can effectively manage your time between home and the office. Share any previous experiences you have with remote work and how you maintained productivity and communication.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to trust management and their support for professional development, like the STEP qualification. This shows your genuine interest in the role and helps you assess if the firm aligns with your career goals.
