Trust Manager - STEP/CTA Top 30 Practice
Trust Manager - STEP/CTA Top 30 Practice

Trust Manager - STEP/CTA Top 30 Practice

London Full-Time 60000 - 90000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage a diverse portfolio of trusts, including charitable ones, in a dynamic team.
  • Company: Join a top 30 UK accountancy practice known for its supportive culture and growth opportunities.
  • Benefits: Enjoy a competitive salary of £75,000 plus benefits and hybrid working options.
  • Why this job: Be part of a valued team where your expertise will make a real impact.
  • Qualifications: Must have CTA and STEP qualifications with a solid understanding of trusts.
  • Other info: We celebrate diversity and encourage applicants from all backgrounds to apply.

The predicted salary is between 60000 - 90000 £ per year.

£75,000 plus Benefits

London / Hybrid

Our client is one of the leading top 30 accountancy practices in the UK. As part of an ongoing programme of growth, they are looking for someone to become a key member of the Trust team based in their lovely offices right in the heart of London.

Reporting directly to the Partners and Directors, you will be responsible for an interesting and varied portfolio that will include charitable trusts. Ideally, you will have an excellent understanding of trusts, be credible and have the ability to build confidence, respect and trust in others. You will also have CTA and STEP qualifications, and an understanding of the whole process of estate and probate administration would be advantageous.

This is a superb opportunity to join a great team with a wonderful working culture where your input and experience will genuinely be valued.

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.

Trust Manager - STEP/CTA Top 30 Practice employer: Pro-Tax Recruitment

Our client is an exceptional employer, offering a vibrant work culture in the heart of London that fosters collaboration and innovation. With a strong commitment to employee growth, they provide ample opportunities for professional development and value diverse perspectives, ensuring that every team member's contributions are recognised and appreciated. The competitive salary and benefits package, combined with the chance to work on a varied portfolio within a supportive team, make this role a truly rewarding opportunity for those looking to advance their careers in trust management.
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Contact Detail:

Pro-Tax Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trust Manager - STEP/CTA Top 30 Practice

✨Tip Number 1

Network with professionals in the trust and estate management field. Attend industry events or join relevant online forums to connect with individuals who can provide insights about the role and potentially refer you.

✨Tip Number 2

Research the company culture of the top 30 accountancy practices, especially the one you're applying to. Understanding their values and work environment will help you tailor your approach during interviews and show that you’re a good fit.

✨Tip Number 3

Prepare to discuss specific examples from your past experience that demonstrate your understanding of trusts and your ability to build relationships. This will showcase your credibility and expertise during the interview process.

✨Tip Number 4

Stay updated on current trends and changes in trust law and estate administration. Being knowledgeable about recent developments will not only impress your interviewers but also show your commitment to the field.

We think you need these skills to ace Trust Manager - STEP/CTA Top 30 Practice

Trust Management
Knowledge of Charitable Trusts
CTA Qualification
STEP Qualification
Estate Administration
Probate Administration
Client Relationship Management
Attention to Detail
Communication Skills
Analytical Skills
Problem-Solving Skills
Team Collaboration
Time Management
Regulatory Compliance Knowledge

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities of a Trust Manager. Familiarise yourself with the key skills required, such as knowledge of trusts and estate administration, to tailor your application accordingly.

Highlight Relevant Qualifications: Ensure your CV prominently features your CTA and STEP qualifications. Mention any relevant experience that demonstrates your understanding of trusts and your ability to manage a varied portfolio.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Discuss how your background aligns with their values and how you can contribute to their team culture.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail and professionalism, which is crucial in the accountancy field.

How to prepare for a job interview at Pro-Tax Recruitment

✨Showcase Your Trust Knowledge

Make sure to demonstrate your understanding of trusts during the interview. Be prepared to discuss specific types of trusts and their implications, as well as any relevant experience you have managing them.

✨Build Rapport with Interviewers

Since the role requires building confidence and trust, focus on establishing a good rapport with the interviewers. Use active listening and engage in meaningful conversation to show your interpersonal skills.

✨Highlight Your Qualifications

Be ready to discuss your CTA and STEP qualifications in detail. Explain how these credentials have prepared you for the responsibilities of the Trust Manager role and how they can benefit the team.

✨Understand Estate and Probate Administration

Familiarise yourself with the processes involved in estate and probate administration. Being able to discuss this knowledge will set you apart and show that you are well-rounded in your understanding of the field.

Trust Manager - STEP/CTA Top 30 Practice
Pro-Tax Recruitment
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  • Trust Manager - STEP/CTA Top 30 Practice

    London
    Full-Time
    60000 - 90000 £ / year (est.)

    Application deadline: 2027-04-21

  • P

    Pro-Tax Recruitment

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