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 growth opportunities.
- Benefits: Enjoy competitive salary, professional development, and a supportive work environment.
- Other info: Be part of a dynamic team with clear progression paths and a focus on training.
- Why this job: Make a real impact advising high net worth individuals and their families.
- Qualifications: Experience in trust compliance and strong communication skills are essential.
The predicted salary is between 49500 - 60500 £ per year.
Are you an experienced trust and estate practitioner looking for a new challenge? 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.
We seek someone with demonstrable experience in advising trustees, excellent knowledge of trust compliance, and strong communication skills. Experience with onshore trusts is essential, and offshore trust experience is a plus. While probate experience is desirable, it's not essential. Formal qualifications like CTA, STEP, or CILEX are preferred. We welcome applications from individuals who are Qualified by Experience (QBE), as well as those with formal qualifications.
If you're detail-oriented, able to manage multiple priorities, and passionate about training and developing team members, we want to hear from you!
To apply, please send a covering letter and CV to our recruitment team at recruitment@pem.co.uk.
Trust Manager – Private Clients in Cambridge employer: Peters Elworthy & Moore
PEM is an exceptional employer, offering a unique opportunity for the Charity Audit Manager to make a significant impact within the not-for-profit sector. With a strong emphasis on employee growth and a collaborative work culture, team members benefit from hybrid working arrangements, competitive salaries, and the chance to lead high-performing teams while fostering trusted relationships with charity leaders. Join us in Cambridge, where your contributions will directly enhance community welfare and drive meaningful change.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Manager – Private Clients in Cambridge
✨Tap into Campus Networks
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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.
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Don’t shy away from reaching out directly to firms like Peters Elworthy & Moore. 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 – Private Clients in Cambridge
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 Peters Elworthy & Moore.
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 Peters Elworthy & Moore'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 Peters Elworthy & Moore
✨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 Peters Elworthy & Moore.
✨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 Peters Elworthy & Moore 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 Peters Elworthy & Moore 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.
