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 commitment to diversity and inclusion.
- 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
This top 10 firm in London is an exceptional employer, offering a supportive and people-focused culture that prioritises employee well-being and professional growth. With a commitment to flexible and hybrid working arrangements, competitive salaries, and comprehensive benefits, employees can thrive while engaging in high-quality, technically interesting work. The firm also fosters a collaborative environment where mentorship and development opportunities are abundant, making it an ideal place for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Trust & Family Office Manager - Top 10 Firm - London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
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.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Pro-Tax. 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 & Family Office Manager - Top 10 Firm - London
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 Pro-Tax.
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 Pro-Tax'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 Pro-Tax
✨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 Pro-Tax.
✨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 Pro-Tax 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 Pro-Tax 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.
