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- Tasks: Advise on trust management and collaborate with various teams on complex matters.
- Company: Highly regarded Private Client team with a supportive culture.
- Benefits: Flexible working options, progression opportunities, and fantastic social events.
- Other info: Inclusive environment welcoming applicants from all backgrounds.
- Why this job: Join a dynamic team and make a real impact for high-net-worth clients.
- Qualifications: ATT, CTA or STEP qualified with proven trust management experience.
The predicted salary is between 60000 - 80000 £ per year.
An outstanding opportunity has arisen for an experienced Trust Manager to join a highly regarded Private Client team to work with High-Net-Worth Individuals. This nationally recognised team advises both UK and international clients on complex, high-value matters including tax and estate planning, offshore tax, and corporate tax. You will be joining a collaborative and supportive environment where you will be trusted to take ownership of your work and develop your career.
What's great about this Trust Manager role?
- Flexible and hybrid working options - up to 3 days working from home.
- High-quality, complex work with national and international clients.
- Genuine opportunities for progression and development.
- Fantastic social events and a people-driven environment.
Your role as a Trust Manager:
- Advising trustees on the administration of a wide range of trusts.
- Working closely with Probate, Succession Planning and Wills teams.
- Advising on the management of trust assets.
- Preparing annual trust accounts and tax returns.
- Providing advice on broader tax matters, including Inheritance tax calculations and returns, changes of trustees and provision of information to beneficiaries.
What you'll need to succeed:
- ATT, CTA or STEP qualified.
- Proven experience in trust management and accountancy.
- Proven experience of managing your own portfolio.
- Experience using tax software.
- Strong organisational skills with the ability to manage work independently.
I am looking for an ambitious Trust Manager to join this growing team. Please get in touch for further details.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Trusts Manager employer: Pro-Finance
Contact Detail:
Pro-Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts Manager
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups on LinkedIn, and don’t be shy about reaching out to current employees at companies you’re interested in. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Informational Interview
If you can, set up informational interviews with professionals in trust management. This is your chance to learn more about the role and the company culture while also making a great impression. Plus, it shows you’re genuinely interested in the field!
✨Showcase Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience with tax software and managing portfolios. We want to see how you can bring value to the team, so be ready to share specific examples of your past successes!
✨Apply Through Our Website
Don’t forget to apply through our website for the Trust Manager position! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Trusts Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trust Manager role. Highlight your experience with trust management, tax matters, and any relevant qualifications like ATT, CTA, or STEP. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about working with High-Net-Worth Individuals and how you can contribute to our collaborative environment. Keep it professional but let your personality show through!
Showcase Your Experience: In your application, be sure to showcase your proven experience managing your own portfolio and using tax software. We love seeing specific examples of how you've successfully advised clients on complex matters 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 don’t miss out on any important updates. Plus, we love seeing candidates who take that extra step!
How to prepare for a job interview at Pro-Finance
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trusts, especially the types you'll be managing. Be ready to discuss specific cases or scenarios you've handled in the past, as this will show your expertise and confidence in the field.
✨Showcase Your Soft Skills
While technical skills are crucial, don't forget to highlight your soft skills too! Communication, teamwork, and problem-solving are key in a collaborative environment. Prepare examples that demonstrate how you've successfully worked with clients and colleagues.
✨Prepare for Technical Questions
Expect some tough questions about tax matters and trust management. Review common tax regulations and be prepared to explain your thought process when advising clients. This will help you stand out as a knowledgeable candidate who can handle complex issues.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. Inquire about the team dynamics, opportunities for professional development, or the types of clients they work with. This shows your genuine interest in the role and helps you assess if it's the right fit for you.