At a Glance
- Tasks: Manage relationships with HNW individuals and support complex advisory projects.
- Company: Top 10 firm in London with a supportive, people-focused culture.
- Benefits: Flexible working, competitive salary, study support, and comprehensive benefits package.
- Other info: Excellent career progression opportunities and mentoring for junior team members.
- Why this job: Join a forward-thinking team and work on high-quality, interesting projects.
- Qualifications: Experience in private client or trusts; STEP, CTA, or ACA/ACCA qualifications preferred.
The predicted salary is between 60000 - 80000 £ per year.
The Role
- Manage relationships with HNW individuals, trustees and executors as a key point of contact
- Review trust and estate accounts, tax returns and annual compliance work
- Support on complex advisory projects across CGT, IHT, domicile and residence matters
- Advise on trust and company structures for wealth preservation and succession planning
- Work closely with Senior Managers, Directors and Partners on a varied client portfolio
- Identify planning opportunities and support business development initiatives
- Assist with mentoring and developing junior members of the team
The Opportunity
This firm offers a genuinely supportive and people‑focused culture, alongside the opportunity to work on high‑quality and technically interesting work within a collaborative environment. You will be joining a forward‑thinking team with excellent on‑the‑job training, strong leadership and clear long‑term progression opportunities. Flexible and hybrid working is actively encouraged, alongside a competitive salary, study support and a comprehensive benefits package.
About You
The successful candidate will ideally have experience within private client, trusts or family office tax, alongside strong communication skills and a client‑focused approach. STEP, CTA or ACA/ACCA qualifications are welcomed, although those currently studying will also be considered.
Trust & Family Office Manager - Top 10 Firm - London employer: PRO-TAX RECRUITMENT LIMITED
As a leading firm in the heart of London, we pride ourselves on fostering a supportive and people-focused culture that empowers our employees to thrive. With a commitment to professional development, flexible working arrangements, and a comprehensive benefits package, we offer an environment where you can engage in high-quality work while building meaningful relationships with clients. Join us to be part of a forward-thinking team that values collaboration and encourages growth at every level.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trust & Family Office Manager - Top 10 Firm - London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, or even reach out to folks on LinkedIn. Building relationships can open doors that a CV just can't.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience with trusts and family office tax. Share specific examples of how you've managed client relationships or tackled complex projects to really impress them.
✨Be Ready for the Interview
Prepare for those tricky interview questions by practising your responses. Think about scenarios where you've demonstrated strong communication skills or successfully mentored others. Confidence is key!
✨Apply Through Our Website
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Trust & Family Office Manager - Top 10 Firm - London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Trust & Family Office Manager role. Highlight your experience with HNW individuals and any relevant qualifications like STEP or CTA to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about working with trusts and estates, and how your background makes you a great fit for our supportive and collaborative culture.
Showcase Your Communication Skills:Since strong communication is key in this role, make sure your application reflects your ability to convey complex information clearly. Whether it's in your CV or cover letter, let us see your client-focused approach!
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 within our forward-thinking team!
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of trusts, estates, and tax matters. Familiarise yourself with the latest regulations and common practices in wealth preservation and succession planning. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Showcase Your Communication Skills
As a Trust & Family Office Manager, strong communication is key. Prepare to discuss how you've effectively managed relationships with high-net-worth individuals or teams in the past. Use specific examples that highlight your ability to convey complex information clearly and build rapport.
✨Demonstrate Your Client-Focused Approach
Think about times when you've gone above and beyond for a client. Be ready to share these stories during the interview, as they illustrate your commitment to client satisfaction and your proactive approach to identifying planning opportunities.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, team dynamics, and the types of projects you'll be working on. This shows your enthusiasm for the role and helps you gauge if the firm aligns with your career goals and values.
