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- Tasks: Provide expert trust planning and succession advice to ultra-high-net-worth families.
- Company: Join a high-profile accountancy firm in London with an award-winning Private Client team.
- Benefits: Competitive salary of £90k-£110k p.a. and opportunities for career progression.
- Why this job: Make a real impact by advising high-net-worth clients and leading a professional team.
- Qualifications: Must be a qualified CTA and/or STEP professional with strong client management skills.
- Other info: Exciting career growth potential to Director level in a dynamic environment.
The predicted salary is between 90000 - 110000 £ per year.
A high-profile accountancy firm in London seeks a senior Trusts and Tax professional to join their award-winning Private Client team. The role focuses on providing advisory services, including trust planning and succession advice for ultra-high-net-worth families.
The successful candidate will be a qualified CTA and/or STEP individual, managing client relationships and overseeing a team of professionals.
A competitive salary in the region of £90k-£110k p.a. is offered, with opportunities for career progression to Director.
Trusts & IHT Associate Director — Advisory Lead 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 & IHT Associate Director — Advisory Lead 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 those interviews by researching the firm and its culture. Tailor your responses to show how your experience in trust planning and succession advice aligns with their needs. We want to see you shine!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities that might just be the perfect fit for you. Plus, it shows you’re serious about joining our team and makes it easier for us to find your application.
We think you need these skills to ace Trusts & IHT Associate Director — Advisory Lead in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Trusts and Tax role. Highlight your qualifications, like being a CTA or STEP, and any relevant experience in managing client relationships.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about advisory services for ultra-high-net-worth families and how your background makes you the perfect fit for our Private Client team.
Showcase Your Leadership Skills: Since this role involves overseeing a team, be sure to mention any leadership experiences you've had. We want to see how you can inspire and manage others while delivering top-notch advisory services.
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 this exciting opportunity in our award-winning team!
How to prepare for a job interview at Howells Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of trusts and inheritance tax. Familiarise yourself with the latest regulations and trends in the sector, especially those affecting ultra-high-net-worth families. This will show that you're not just qualified but also genuinely interested in the field.
✨Showcase Your Advisory Skills
Prepare to discuss specific examples where you've provided trust planning or succession advice. Think about challenges you faced and how you overcame them. This will demonstrate your ability to manage client relationships effectively and lead a team.
✨Understand the Firm's Culture
Research the firm’s values and recent achievements. Knowing their award-winning status and what sets them apart can help you align your answers with their ethos. It shows that you’re not just looking for any job, but that you want to be part of their success story.
✨Ask Insightful Questions
Prepare thoughtful questions that reflect your understanding of the role and the firm. Inquire about their approach to client relationships or how they support professional development. This not only shows your interest but also helps you gauge if the firm is the right fit for you.
