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For Companies At a Glance
- Tasks: Manage high-net-worth trusts and estates, ensuring compliance and client satisfaction.
- Company: Reputable London accountancy firm known for its expertise in Private Client services.
- Benefits: Competitive salary of £65k-£75k plus benefits and opportunities for career progression.
- Why this job: Join a thriving team and make a real impact in the world of trusts and estates.
- Qualifications: Strong communication skills and technical knowledge of trusts and estates; CTA/STEP qualification preferred.
- Other info: Dynamic environment with genuine scope for progression to Senior Manager.
The predicted salary is between 65000 - 75000 £ per year.
We are working with a high profile, mid-sized London accountancy firm, whose Private Client offering has been independently recognised for the quality of its expertise. Their Trusts team is thriving, growing and keen to appoint an additional Trust Manager.
You will oversee a portfolio of HNW trusts and estates, as the clients' primary point of contact. Working with junior advisers, you will review trust accounts and returns, oversee annual compliance and manage all key client relationships. You will also work closely with partners on identifying and advising on ad hoc trust planning projects.
As a primary client (and third-party) relationship manager, you will need excellent communication skills, as well as strong technical knowledge of trusts, estates and associated taxation. The CTA and/or STEP qualification would be helpful.
This is a growing team, offering genuine scope for progression to Senior Manager grade. Salary will be dependent on experience but is likely to be in the region of c.£65k-£75k + benefits.
Trusts & Estates Manager, 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, London
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the trusts and estates field. Attend industry events, join relevant online forums, and don’t be shy about reaching out to people on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers or during interviews, make sure to highlight your technical knowledge of trusts, estates, and taxation. Share specific examples of how you've managed client relationships or tackled complex projects.
✨Tip Number 3
Practice makes perfect! Before any interview, do some mock interviews with friends or mentors. Focus on common questions related to trust management and compliance. This will help you feel more confident and articulate when it’s your turn to shine.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities that might just be the perfect fit for you. Plus, applying directly can sometimes give you an edge over other candidates. So, don’t hesitate – check us out and get your application in!
We think you need these skills to ace Trusts & Estates Manager, 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 HNW 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 passionate about trusts and estates, and how you can contribute to our thriving team. Keep it professional but let your personality come through.
Showcase Your Communication Skills: Since you'll be managing key client relationships, it's crucial to demonstrate your excellent communication skills in your application. Use clear and concise language, and maybe even share an example of how you've successfully managed client relationships in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Howells Consulting Ltd
✨Know Your Trusts and Estates Inside Out
Make sure you brush up on your technical knowledge of trusts, estates, and associated taxation. Familiarise yourself with recent changes in legislation and best practices, as this will show your expertise and commitment to the role.
✨Showcase Your Communication Skills
As a primary point of contact for clients, excellent communication is key. Prepare examples of how you've successfully managed client relationships in the past, and be ready to discuss how you would handle challenging conversations or complex client needs.
✨Demonstrate Your Team Spirit
Since you'll be working closely with junior advisers and partners, highlight your experience in mentoring or collaborating with others. Share specific instances where your teamwork has led to successful outcomes, showing that you're not just a solo player but a team asset.
✨Prepare for Ad Hoc Projects
Be ready to discuss how you approach ad hoc trust planning projects. Think of examples where you've identified opportunities for clients or improved processes, and be prepared to explain your thought process and the impact of your contributions.
