At a Glance
- Tasks: Manage a portfolio of trusts and provide expert advice on estate planning.
- Company: Join a leading specialist in Trusts & Estates with a dynamic team in London.
- Benefits: Enjoy a competitive salary, hybrid work options, and attractive benefits.
- Other info: We celebrate diversity and encourage applicants from all backgrounds to apply.
- Why this job: Advance your career in a supportive environment with opportunities for growth to Director level.
- Qualifications: Must be STEP qualified with experience in trust taxation and estate planning.
The predicted salary is between 68000 - 102000 £ per year.
£85,000 plus attractive benefits
London / Hybrid
Our client is a specialist in Trusts & Estates and is currently looking to appoint an experienced Senior Manager for their busy team in London.
The role
You will be responsible for a portfolio of offshore and onshore trusts, acting as the trustees' primary point of contact. You will work closely with Directors and Partners on ad hoc trust structuring, IHT planning, estate/succession advice, establishment and winding up of trusts.
You will also oversee the preparation and review of trust/estate accounts and tax returns prepared by junior members of the team.
You will be STEP qualified and ideally also have your CTA. You will be able to demonstrate a number of years' experience of advising on trust taxation, IHT and estate planning matters.
You will thrive in a supportive environment that will enable you to develop your career and work towards Director and Partner level.
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.
Senior Trust Manager - STEP in London employer: Pro-Tax Recruitment
As a leading specialist in Trusts & Estates, our company offers an exceptional work environment in London, where you can thrive as a Senior Trust Manager. With a strong focus on employee growth, we provide ample opportunities for career advancement towards Director and Partner levels, alongside a competitive salary and attractive benefits. Our inclusive culture values diversity and encourages collaboration, ensuring that every team member feels supported and empowered to excel in their role.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Trust Manager - STEP in London
✨Tip Number 1
Network with professionals in the Trusts and Estates sector. Attend industry events or webinars where you can meet potential colleagues and learn more about the latest trends and challenges in the field.
✨Tip Number 2
Showcase your STEP qualification prominently in conversations and during networking opportunities. This will help establish your credibility and expertise in trust management, making you a more attractive candidate.
✨Tip Number 3
Familiarise yourself with the specific needs and challenges faced by the company you're applying to. Tailor your discussions to demonstrate how your experience aligns with their requirements, particularly in IHT planning and estate advice.
✨Tip Number 4
Engage with current employees on platforms like LinkedIn. Ask them about their experiences and insights regarding the company culture and expectations for the Senior Trust Manager role, which can give you an edge in interviews.
We think you need these skills to ace Senior Trust Manager - STEP in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in trust taxation, IHT, and estate planning. Use specific examples that demonstrate your expertise and how it aligns with the responsibilities of a Senior Trust Manager.
Craft a Compelling Cover Letter:Write a cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role. Mention your STEP qualification and any relevant CTA credentials, and explain how your background makes you a perfect fit for the team.
Showcase Relevant Experience:In your application, emphasise your years of experience advising on trusts and estates. Include details about your previous roles, particularly those where you acted as a primary point of contact for trustees or worked closely with senior management.
Proofread Your Application:Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail, which is crucial in this field.
How to prepare for a job interview at Pro-Tax Recruitment
✨Showcase Your Expertise
As a Senior Trust Manager, it's crucial to demonstrate your extensive knowledge in trust taxation and estate planning. Prepare specific examples from your past experience that highlight your ability to manage complex portfolios and provide strategic advice.
✨Understand the Company Culture
Research the company’s values and culture before the interview. Understanding their commitment to diversity and inclusion can help you align your responses and show that you are a good fit for their supportive environment.
✨Prepare Questions
Have insightful questions ready to ask during the interview. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals, especially regarding progression towards Director and Partner levels.
✨Demonstrate Leadership Skills
Since the role involves overseeing junior team members, be prepared to discuss your leadership style and how you have successfully mentored others in the past. Highlight any experiences where you’ve led projects or initiatives within a team.
