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:
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Trusts Manager - 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 trusts advice to a multi-generational family. With a strong emphasis on work/life balance, hybrid working options, and a supportive team culture, this role offers not only competitive salary and benefits but also unique opportunities for professional growth in a rare and rewarding environment.
