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- Tasks: Manage high-net-worth trusts and estates, ensuring compliance and client satisfaction.
- Company: Join a prestigious mid-sized accountancy firm known for its expertise in Private Client services.
- Benefits: Competitive salary of £62k-£72k plus benefits, with opportunities for career progression.
- Why this job: Be the key contact for clients and make a real impact in trust management.
- Qualifications: Strong communication skills and knowledge of trusts and taxation; CTA/STEP qualification preferred.
- Other info: Thriving team environment with genuine growth potential to Senior Manager.
The predicted salary is between 62000 - 72000 £ per year.
Oversee a portfolio of HNW trusts and estates, as the clients' primary point of contact. Working with junior advisers, you'll review trust accounts and returns, oversee annual compliance and manage all key client relationships.
We are working with a high profile, mid-sized accountancy firm, whose Private Client offering has been independently recognised for the quality of its expertise and clients. Their Trusts team is thriving, growing and keen to appoint an additional Trust Manager.
You'll work closely with partners on annual compliance, client relationship management and advising on ad hoc trust planning projects. As a primary client (and third-party) relationship manager, you'll 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 c.£62k-£72k + bens.
To find out more please email michaelhowells@howellsconsulting.co.uk quoting Ref 710. Alternatively, simply apply below.
Trusts 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 Manager - London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who might know someone at the firm you're eyeing. A friendly chat can sometimes lead to insider info or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge of trusts and estates. We recommend practising common interview questions and scenarios related to client relationship management to show you’re the right fit.
✨Tip Number 3
Showcase your communication skills! During interviews, be clear and concise when discussing your experience. Use examples that highlight how you've successfully managed client relationships in the past.
✨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 Manager - London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trusts Manager role. Highlight your experience with HNW trusts and estates, and don’t forget to showcase your communication skills and technical knowledge in trusts and taxation.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the team. Mention your qualifications like CTA or STEP, and how your past experiences align with the responsibilities of the role.
Showcase Your Client Management Skills: Since this role involves managing key client relationships, make sure to include examples of how you've successfully managed client interactions in the past. We want to see your ability to build trust and rapport!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you on the path to joining our thriving Trusts 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, estates, and the associated taxation. Be prepared to discuss specific cases or scenarios where you've successfully managed trust accounts or compliance issues. This will show that you’re not just familiar with the theory but have practical experience too.
✨Showcase Your Communication Skills
As a Trusts Manager, you'll be the primary point of contact for clients. Practice articulating complex information clearly and concisely. Consider role-playing with a friend to simulate client interactions, focusing on how you would explain trust management processes or compliance requirements.
✨Highlight Your Teamwork Experience
Since you'll be working closely with junior advisers and partners, be ready to share examples of how you've collaborated in previous roles. Discuss any mentoring experiences or how you've contributed to team success, as this will demonstrate your ability to work well within a growing team.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare insightful questions about the firm’s growth plans, the Trusts team's dynamics, or their approach to client relationship management. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
