At a Glance
- Tasks: Manage a diverse portfolio of trusts and estates while advising clients on tax planning.
- Company: A respected private client tax firm with a collaborative and innovative culture.
- Benefits: Competitive salary, hybrid working, and opportunities for professional growth.
- Other info: Dynamic role with excellent career development opportunities in a high-quality environment.
- Why this job: Join a forward-thinking team and make a real impact in private wealth management.
- Qualifications: Experience in trust administration and strong client relationship skills.
The predicted salary is between 60000 - 80000 £ per year.
We are recruiting a Trust Manager to join a growing and highly regarded Private Client Tax team based in London. This is an excellent opportunity for an experienced trusts professional to take ownership of a specialist portfolio while playing a key role within a collaborative and forward-thinking firm. The role offers a strong combination of trust administration, advisory work, client relationship management, and team leadership exposure, making it ideal for someone looking to further develop their expertise within a high-quality private client environment.
The Role
As a Trust Manager, you will manage a varied portfolio of trusts, estates, and high-net-worth individuals, acting as the main point of contact for trustees, executors, beneficiaries, and professional advisers. You will oversee the delivery of trust and estate compliance and advisory work, ensuring all matters are completed accurately, efficiently, and within deadlines. The role will involve advising on Capital Gains Tax and Inheritance Tax planning matters, trusts, lifetime transfers, and succession planning, while supporting clients across a broad range of private wealth issues. You will also oversee trust accounts and trust and estate tax returns, ensuring compliance obligations are managed effectively while maintaining high standards of client service.
Trust Manager – London employer: Oscar Wood
Join a dynamic and esteemed Private Client Tax team in London, where you will thrive in a supportive and collaborative work culture that values professional growth and development. With a competitive salary and comprehensive benefits, this role as a Trust Manager offers the chance to manage a diverse portfolio while enhancing your expertise in trust administration and client relationship management. Experience the unique advantage of hybrid working, allowing for a balanced approach to your professional and personal life in one of the world's most vibrant cities.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Manager – London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the hunt for a Trust Manager role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of trust administration and tax planning. Be ready to discuss your experience with high-net-worth clients and how you've managed complex portfolios in the past.
✨Tip Number 3
Showcase your leadership skills! If you've led teams or projects, make sure to highlight these experiences during interviews. Employers love to see candidates who can take charge and inspire others.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to submit your application and get noticed. Plus, it shows you're genuinely interested in joining our team.
We think you need these skills to ace Trust Manager – London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that are relevant to the Trust Manager role. Highlight your expertise in trust administration and client relationship management, as these are key aspects of the job.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you a perfect fit for our collaborative team. Don’t forget to mention your experience with tax planning and compliance.
Showcase Your Leadership Skills:As a Trust Manager, you'll be leading a team and managing client relationships. Make sure to include examples of your leadership experience and how you've successfully managed projects or teams in the past.
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 you’re keen on joining our team!
How to prepare for a job interview at Oscar Wood
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trusts, estates, and the specific tax implications like Capital Gains Tax and Inheritance Tax. Being able to discuss these topics confidently will show that you're not just familiar with the basics but are ready to take ownership of a specialist portfolio.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about times when you acted as the main point of contact for clients and how you navigated complex situations. This will demonstrate your ability to handle high-net-worth individuals and their unique needs.
✨Highlight Your Team Leadership Experience
If you've had any experience leading a team or mentoring others, be sure to bring this up. The role involves team leadership exposure, so sharing specific instances where you've guided colleagues or contributed to a collaborative environment will set you apart.
✨Prepare Questions That Matter
Think of insightful questions to ask during the interview. This could be about the firm's approach to trust administration or how they support ongoing professional development. Asking thoughtful questions shows your genuine interest in the role and helps you assess if the firm is the right fit for you.
