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- Tasks: Manage trusts, oversee administration, and prepare tax returns for high-net-worth clients.
- Company: High-end private client firm in central London with a focus on personal wealth.
- Benefits: Hybrid working, support for STEP qualification, and strong career progression opportunities.
- Why this job: Join a dynamic team and make a real impact on clients' financial well-being.
- Qualifications: Experience in trust management and client-facing roles.
- Other info: Embrace a flexible work-life balance with 2-3 days remote work.
The predicted salary is between 36000 - 60000 £ per year.
We are currently handling a super Trust & Tax Senior role for a high-end Private Client team in central London (with hybrid working). The position would suit an experienced Trust Senior looking to join a private client-focused firm, that advises HNW/UHNW families and their personal wealth.
The incoming individual will manage a portfolio of trusts, their administration, accounts and tax return preparation. They will also liaise with third-parties and play very much a client-facing role. Full support will be provided with the STEP qualification if required.
The team has a strong track‑record of developing its advisers and will support progression towards Manager grade and beyond. The firm is embracing hybrid working and offers the opportunity to work from home 2-3 days a week, if one wishes.
Trust & Tax Senior employer: Howells Consulting Ltd
Contact Detail:
Howells Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust & Tax Senior
✨Tip Number 1
Network like a pro! Reach out to your connections in the Trust & Tax field, especially those who work with HNW/UHNW clients. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your client-facing skills. Since this role involves liaising with third-parties, practice how you’d handle various client scenarios. Show them you’re not just knowledgeable but also personable!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! It’s the easiest way to get your application noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Trust & Tax Senior
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trust & Tax Senior role. Highlight your experience with HNW/UHNW clients and any relevant qualifications, like STEP, to show us you’re the right fit for our private client-focused team.
Craft a Compelling Cover Letter: Your cover letter should tell us why you’re passionate about this role and how your skills align with our needs. Be sure to mention your experience in managing trusts and liaising with clients, as that’s key for us.
Showcase Your Client-Facing Skills: Since this role involves a lot of client interaction, make sure to highlight your communication skills and any previous experience in a client-facing position. We want to see how you can build relationships with our clients!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our 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 and tax regulations. Be prepared to discuss specific cases or scenarios you've handled in the past, as this will show your expertise and confidence in managing a portfolio.
✨Showcase Your Client-Facing Skills
Since this role involves liaising with high-net-worth clients, think of examples where you've successfully managed client relationships. Highlight your communication skills and how you've built trust with clients in previous roles.
✨Understand the Firm's Culture
Research the firm’s values and approach to private client services. Being able to articulate why you want to work there and how you align with their culture will set you apart from other candidates.
✨Prepare Questions for Them
Have a few thoughtful questions ready about the team dynamics, support for STEP qualification, and opportunities for progression. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
