At a Glance
- Tasks: Manage diverse UK and offshore trust portfolios while advising high-net-worth clients.
- Company: Top 30 professional services firm with a dynamic Private Client team.
- Benefits: Clear path to progression and involvement in high-value international work.
- Other info: Opportunity to supervise and develop junior staff in a supportive environment.
- Why this job: Join a successful team on a strong growth trajectory and make a real impact.
- Qualifications: CTA qualification, strong UK trust tax knowledge, and excellent communication skills.
The predicted salary is between 54000 - 66000 £ per year.
My client is a growing Top 30 professional services firm with a dynamic Private Client team, including a specialist Trusts function.
The Trusts sub-team is expanding and is seeking a Manager to support the management and growth of a diverse portfolio of UK and offshore trusts, advising high-net-worth individuals, families, and trustees both in the UK and internationally.
This is an exciting opportunity to join a successful team on a strong growth trajectory, offering a clear path to progression and involvement in high-value, international client work.
Key Responsibilities
- Manage a portfolio of UK and offshore trust clients.
- Review trust accounts, tax returns, and IHT 10-year/exit charge calculations.
- Advise trustees and beneficiaries on distributions and UK reporting requirements.
- Ensure compliance with HMRC Trust Registration Service rules.
- Draft and review advisory reports on UK and offshore trust structures.
- Provide strategic tax planning advice and identify new opportunities with existing clients.
- Supervise, coach, and develop junior staff.
- Contribute to business development, proposals, and networking activities.
What You'll Need
- CTA qualification (STEP beneficial).
- Strong knowledge of UK trust tax legislation.
- Experience managing UK and offshore trust clients.
- Excellent written and verbal communication skills.
- Highly organised with strong attention to detail.
- Proficient in Excel (experience with CCH and Digita desirable).
Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.
Please
Note: Due to the number of applications we receive we may be unable to respond to every application directly.
If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Trust Manager in London employer: Jobiqo
Bromley Council is an exceptional employer, dedicated to fostering a supportive and inclusive work environment where employees can thrive. With a strong commitment to professional development, flexible working arrangements, and a generous benefits package, including a local government pension scheme and unique discounts, the Council prioritises employee well-being and career growth. Located in the vibrant Bromley Civic Centre, you will be part of a team that plays a crucial role in shaping the future of the borough while enjoying the balance of urban and suburban life.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Manager in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Jobiqo. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Trust Manager in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Jobiqo.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Jobiqo's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Jobiqo
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Jobiqo.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Jobiqo will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Jobiqo employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
