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- Tasks: Provide top-notch advisory services to high-net-worth clients and manage their trusts.
- Company: Join an award-winning Private Client team at Pro-Tax in Birmingham.
- Benefits: Career development support, including the acceleration Director program.
- Other info: Dynamic environment with opportunities for technical development and mentorship.
- Why this job: Make a real difference for wealthy families and estates while growing your career.
- Qualifications: CTA qualified or Part Qualified with strong client engagement skills.
The predicted salary is between 40000 - 50000 £ per year.
Pro-Tax is seeking a Trusts Assistant Manager to join their award-winning Private Client team in Birmingham. This role focuses on providing first-class advisory services to high-net-worth clients, including wealthy families and estates.
Candidates should be CTA qualified or Part Qualified, with an entrepreneurial spirit and strong client engagement skills. The position offers support for career development through the acceleration Director program and requires technical development support for junior staff.
Trusts Advisory Manager — HNW Client Focus, Birmingham employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts Advisory Manager — HNW Client Focus, Birmingham
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. This will help you articulate your thoughts clearly and confidently when it’s your turn in the hot seat.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Trusts Advisory Manager role. Plus, it shows you’re serious about joining our team and makes it easier for us to keep track of your application.
We think you need these skills to ace Trusts Advisory Manager — HNW Client Focus, Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Trusts Advisory Manager role. Highlight your CTA qualifications and any relevant experience with high-net-worth clients to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your entrepreneurial spirit and client engagement skills. Tell us why you’re passionate about providing first-class advisory services and how you can contribute to our team.
Showcase Your Technical Skills: Since this role involves supporting junior staff, don’t forget to mention any mentoring or leadership experience you have. We love candidates who can help others grow while also developing their own technical expertise.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Pro-Tax
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trusts and estate planning. Be prepared to discuss different types of trusts, their benefits, and how they can be tailored for high-net-worth clients. This will show your expertise and confidence in the subject matter.
✨Showcase Your Client Engagement Skills
Since this role focuses on client interaction, think of examples where you've successfully engaged with clients in the past. Prepare to share stories that highlight your ability to build relationships and provide exceptional service, especially to wealthy families and estates.
✨Demonstrate Your Entrepreneurial Spirit
Pro-Tax is looking for someone with an entrepreneurial mindset. Think about times when you've taken initiative or come up with innovative solutions in your previous roles. Be ready to discuss how you can bring that same energy to the Trusts Advisory Manager position.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask during the interview. This could be about the team dynamics, the Director programme, or how they support technical development for junior staff. It shows you're genuinely interested in the role and the company’s growth.