Find a job 
Featured Companies 
Featured Universities 
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’ll 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.
You’ll 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’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.£65k-£75k + bens.
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 on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase 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
Prepare for those tricky questions! Brush up on common interview questions related to trust management and compliance. Think about how you can demonstrate your problem-solving skills and ability to work with junior advisers. Practice makes perfect!
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities that might just be the perfect fit for you. Don’t miss out on the chance to land that Trusts & Estates Manager role by applying directly through us – it’s quick and easy!
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 concise but impactful – we love a good story!
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 professional language, and don’t shy away from sharing examples of how you've successfully managed client interactions in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you get all the updates directly. 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 effectively managed client relationships in the past, and be ready to demonstrate your ability to explain complex concepts in simple terms.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and decision-making abilities. Think about potential scenarios you might face in the role and how you would handle them, especially regarding compliance and trust planning projects.
✨Highlight Your Teamwork Experience
Since you'll be working closely with junior advisers and partners, be prepared to discuss your experience in team settings. Share specific examples of how you've collaborated with others to achieve successful outcomes, showcasing your leadership potential.
