At a Glance
- Tasks: Deliver trusts advice to a multi-generational ultra-high-net-worth family.
- Company: Established private family office in central London with a growing Trusts team.
- Benefits: Hybrid working, competitive salary, non-contributory pension, and private medical cover.
- Other info: Great work/life balance and rare opportunities in the private family office sector.
- Why this job: Escape billing stress and focus on meaningful client relationships and trust management.
- Qualifications: At least two years’ experience in trust accounts and returns; qualifications preferred.
The predicted salary is between 42000 - 50000 £ per year.
Escape the stress of billing, chargeability and recoverability, and focus on delivering trusts advice to a multi-generational UHNW family. We have been instructed by a long-established private family office. Their Trusts team is growing and they are keen to appoint an additional Trust Senior.
Working closely with a Trust Director and Trust Manager, the incoming individual will oversee a portfolio of high value trusts, their administration, accounts and returns. They will perform very much a family-facing role, so excellent communication and inter-personal skills are essential.
The successful candidate is likely to have at least two years’ trust accounts and return preparation experience and may also hold a tax, accounting or trust qualification. They will be a team player, with an excellent eye for detail, as well as an interest in being a key trusted adviser to HNW clients.
Based in central London, hybrid working and a great work/life balance on offer. Salary will be dependent on experience but is likely to be c.£42k – £50k p.a. plus 8% non-contributory pension, private medical cover and a range of benefits. Opportunities within the private family offices only come up sporadically.
To find out more, please contact – michaelhowells@howellsconsulting.co.uk. Howells Consulting is a specialist provider of recruitment and careers advice to the Private Client Tax and Trusts professions.
Trust Senior – Private Family Office, London employer: Howells Consulting Ltd
Join a prestigious private family office in central London, where you can escape the pressures of traditional billing and focus on providing exceptional trust advice to ultra-high-net-worth families. With a strong emphasis on work-life balance, hybrid working options, and a supportive team culture, this role offers not only competitive remuneration but also significant opportunities for professional growth and development in a unique and rewarding environment.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Senior – Private Family Office, London
✨Tip Number 1
Network like a pro! Reach out to your connections in the trusts and private family office space. Attend industry events or webinars to meet potential employers and get your name out there.
✨Tip Number 2
Show off your expertise! Prepare to discuss your experience with trust accounts and returns in detail during interviews. Be ready to share specific examples of how you've added value in previous roles.
✨Tip Number 3
Practice your communication skills! Since this role is family-facing, you’ll want to demonstrate your ability to connect with clients. Role-play common scenarios with friends or mentors to build confidence.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that Trust Senior role. 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 Trust Senior – Private Family Office, London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Trust Senior role. Highlight your experience with trust accounts and returns, and don’t forget to showcase those excellent communication skills 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 family-facing role. Share specific examples of how you've been a trusted adviser in the past.
Showcase Your Team Spirit:We love team players! In your application, mention any experiences where you’ve collaborated effectively with others. This will show us that you can work well with our Trust Director and Trust Manager.
Apply Through Our Website:Don’t forget to apply 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 growing 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, especially the specific types relevant to high-net-worth individuals. Familiarise yourself with recent changes in trust legislation and be ready to discuss how these might impact clients.
✨Showcase Your Communication Skills
Since this role involves a family-facing position, practice articulating complex trust concepts in simple terms. Prepare examples of how you've successfully communicated with clients or stakeholders in the past.
✨Demonstrate Attention to Detail
Bring along examples of your previous work that highlight your meticulous nature, especially in trust accounts and returns preparation. Be prepared to discuss how you ensure accuracy and compliance in your work.
✨Be a Team Player
Think of instances where you've collaborated effectively with colleagues. The interviewers will want to see that you can work well within a team, especially alongside a Trust Director and Trust Manager, so have those examples ready to share.
