At a Glance
- Tasks: Lead and grow a complex portfolio of Trusts Estates clients while providing expert advice.
- Company: Join a leading accountancy practice in Winchester with a focus on high-net-worth clients.
- Benefits: Enjoy a competitive salary, hybrid working, and a range of benefits.
- Other info: Opportunity for career growth in a dynamic and supportive environment.
- Why this job: Make a real impact as a trusted adviser to HNW individuals and families.
- Qualifications: Experience in Trusts Estates and strong advisory skills required.
The predicted salary is between 54000 - 66000 £ per year.
We're recruiting a Trust Director for a leading accountancy practice in Winchester. This is a senior leadership opportunity for an experienced Trusts Estates specialist looking to lead a complex portfolio, develop a specialist service line and act as a trusted adviser to high-net-worth clients, families and professional referrers.
Key Responsibilities
- Lead and grow a complex portfolio of Trusts Estates clients
- Provide expert advice across trust taxation, IHT, estate planning and succession planning
- Act as a senior trusted adviser to HNW individuals, families and trustees
- Oversee complex trust accounts, tax returns and IHT reporting
- Develop and strengthen relationships with solicitors, financial advisers and other professional referrers
- Drive business development and identify opportunities to grow the Trusts Estates
Trust Director – Winchester in Hampshire employer: Oscar Wood Careers
Join a well-established accountancy and tax advisory practice in Thame, where you will thrive in a supportive and forward-thinking environment. With a focus on employee growth, this role offers the chance to mentor junior team members while managing a complex portfolio of clients, all within a culture that values flexibility and work-life balance. Enjoy competitive remuneration and the opportunity to make a meaningful impact in a dynamic team dedicated to excellence in trust management.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Director – Winchester in Hampshire
✨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 Oscar Wood Careers. 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 Director – Winchester in Hampshire
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 Oscar Wood Careers.
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 Oscar Wood Careers'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 Oscar Wood Careers
✨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 Oscar Wood Careers.
✨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 Oscar Wood Careers 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 Oscar Wood Careers 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.
