At a Glance
- Tasks: Manage a diverse portfolio of clients and provide top-tier technical support.
- Company: Join a well-established firm with a collaborative culture and ambitious growth plans.
- Benefits: Enjoy clear progression opportunities and a supportive work environment.
- Other info: Be part of a dynamic team with excellent career growth opportunities.
- Why this job: Make a real impact while working with high net worth individuals and their families.
- Qualifications: Experience with onshore trusts is essential; offshore trust experience is a plus.
The predicted salary is between 54000 - 66000 £ per year.
Join our existing trust team as a Trust Manager and work alongside our wider Private Client Team to achieve our firm's strategic goals. In this role, you'll manage a diverse portfolio of clients, ensuring compliance deadlines are met and providing top-tier technical support. You'll collaborate with partners and colleagues to deliver exceptional advice to Trusts, Estates, and High Net Worth Individuals (HNWIs) and their families. Additionally, you'll assist with advisory projects, including estate administration, while staying updated on the latest developments in the Trust arena.
As part of a well-established and growing team, this role offers the opportunity to work on a varied and high-quality portfolio while contributing to the continued development of our Private Client offering. With a team of 35, including 4 partners, the Private Client team offers a strong, collaborative environment with depth of expertise, clear progression opportunities and ambitious plans for continued growth.
Experience with onshore trusts is essential, and offshore trust experience is a plus. If you're detail-oriented, able to manage multiple priorities, and passionate about training and developing team members, we want to hear from you!
Assistant Client Manager - Private Clients in Cambridge employer: Peters Elworthy & Moore
Peters Elworthy & Moore (PEM) is an exceptional employer, offering a unique opportunity for an Audit Manager to thrive in a supportive and dynamic environment in Cambridge. With a strong commitment to employee development and a flexible hybrid working model, PEM fosters a culture of collaboration and innovation, ensuring that you can make a meaningful impact while advancing your career in the charity and not-for-profit sector.
StudySmarter Expert Advice🤫
We think this is how you could land Assistant Client Manager - Private Clients in Cambridge
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Peters Elworthy & Moore. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Peters Elworthy & Moore.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Peters Elworthy & Moore. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Assistant Client Manager - Private Clients in Cambridge
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Peters Elworthy & Moore and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Peters Elworthy & Moore how you can be a team player!
How to prepare for a job interview at Peters Elworthy & Moore
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Peters Elworthy & Moore.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Peters Elworthy & Moore's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
