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- Tasks: Manage high net worth client relationships and oversee trust planning projects.
- Company: Leading accountancy firm in London with a strong reputation.
- Benefits: Competitive salary of £65k-£75k plus benefits and career progression.
- Why this job: Join a dynamic team and make a real impact in the world of trusts and estates.
- Qualifications: Strong communication skills and a CTA or STEP qualification required.
- Other info: Great opportunities for progression to Senior Manager.
The predicted salary is between 65000 - 75000 £ per year.
A leading accountancy firm in London is seeking a Trust Manager to oversee a portfolio of high net worth clients. The successful candidate will manage client relationships, ensure compliance, and work on trust planning projects.
Strong communication skills and technical knowledge of trusts and estates are essential, along with a CTA or STEP qualification.
This position offers opportunities for progression to Senior Manager and a competitive salary of c.£65k-£75k plus benefits.
Trusts & Estates Manager — Client Lead (HNW) in London 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 — Client Lead (HNW) in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy and trusts sector. Attend industry events or webinars to meet potential employers and showcase your expertise in managing high net worth clients.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge of trusts and estates. Be ready to discuss real-life scenarios where you've successfully managed client relationships and ensured compliance. We want to see your problem-solving skills in action!
✨Tip Number 3
Showcase your qualifications! If you have a CTA or STEP qualification, make sure to highlight it during conversations. It’s a big deal in this field, and we want to know how it sets you apart from other candidates.
✨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 connect with us directly.
We think you need these skills to ace Trusts & Estates Manager — Client Lead (HNW) in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trusts & Estates Manager role. Highlight your experience with high net worth clients and any relevant qualifications like CTA or STEP. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your past work with trusts and estates, and don’t forget to show off your communication skills.
Showcase Your Technical Knowledge: Since technical knowledge is key for this position, make sure to mention any relevant projects or experiences that demonstrate your expertise in trust planning. We love seeing candidates who can back up their claims with real-world examples!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Howells Consulting Ltd
✨Know Your Trusts Inside Out
Make sure you brush up on your technical knowledge of trusts and estates. Be prepared to discuss specific cases or scenarios you've handled in the past, showcasing your expertise and how it relates to high net worth clients.
✨Showcase Your Communication Skills
Since strong communication is key for this role, practice articulating complex trust concepts in a clear and concise manner. Consider doing mock interviews with friends or colleagues to refine your delivery and ensure you can engage effectively with potential clients.
✨Demonstrate Client Relationship Management
Think of examples where you've successfully managed client relationships, especially with high net worth individuals. Highlight your approach to understanding their needs and how you’ve ensured compliance while delivering exceptional service.
✨Prepare for Progression Questions
As this position offers opportunities for progression, be ready to discuss your career aspirations. Show enthusiasm for growth within the firm and how you plan to leverage your skills to contribute to the team’s success.
