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- Tasks: Provide expert trust planning and succession advice to ultra-high-net-worth families.
- Company: Join a prestigious accountancy firm in London with an award-winning Private Client team.
- Benefits: Competitive salary of £90k-£110k p.a. and clear career progression opportunities.
- Why this job: Make a real difference for high-profile clients while leading a talented team.
- Qualifications: Must be a qualified CTA and/or STEP professional with strong client management skills.
- Other info: Exciting opportunity for growth in a dynamic and supportive 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 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
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the Trusts and Tax field. Attend industry events, join relevant LinkedIn groups, and don’t be shy to reach out for informational chats. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you get the chance to meet potential employers or clients, make sure to highlight your qualifications and experience in trust planning and succession advice. Share specific examples of how you've helped ultra-high-net-worth families in the past.
✨Tip Number 3
Prepare for interviews by researching the firm thoroughly. Understand their values, recent achievements, and the specific challenges they face in the Private Client sector. This will help you tailor your responses and show that you're genuinely interested in joining their award-winning team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Trusts & IHT Associate Director role. Plus, applying directly shows your enthusiasm and commitment to being part of our fantastic team.
We think you need these skills to ace Trusts & IHT Associate Director — Advisory Lead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Trusts and IHT Associate Director 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 the perfect fit for our Private Client team. Share your passion for trust planning and succession advice, especially for ultra-high-net-worth families.
Showcase Your Leadership Skills: Since this role involves overseeing a team, make sure to highlight your leadership experience. Talk about how you've successfully managed teams in the past and how you can bring that expertise to our award-winning firm.
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. Plus, it shows your enthusiasm for joining our 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 not only show your expertise but also demonstrate your commitment to staying current in the field.
✨Showcase Your Advisory Skills
Prepare to discuss specific examples of how you've provided trust planning and succession advice in the past. Think about challenges you've faced and how you overcame them. This will help illustrate your problem-solving abilities and your approach to managing client relationships.
✨Team Leadership Matters
As a potential leader, be ready to talk about your experience in managing teams. Highlight your leadership style and how you motivate and develop your team members. Companies want to see that you can not only lead but also foster a collaborative environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to private client services and their vision for the future. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals. Plus, it gives you a chance to engage in a meaningful conversation with your interviewers.
