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For Companies At a Glance
- Tasks: Manage high net worth trusts and estates while building strong client relationships.
- Company: Prestigious accountancy firm in Greater London with a focus on excellence.
- Benefits: Competitive salary, career progression, and comprehensive benefits package.
- Why this job: Lead impactful projects and advance your career in a dynamic environment.
- Qualifications: Strong communication skills and technical knowledge of trusts; CTA or STEP qualification preferred.
- Other info: Exciting opportunities for growth to Senior Manager level.
The predicted salary is between 62000 - 72000 £ per year.
A high-profile accountancy firm in Greater London is seeking a Trust Manager to oversee a portfolio of high net worth trusts and estates. You will manage key client relationships, ensure compliance, and work closely with partners on planning projects.
Strong communication and technical knowledge of trusts and estates, preferably with a CTA or STEP qualification, are essential.
This role offers opportunities for progression to Senior Manager, with a salary range of approximately £62k-£72k plus benefits.
Trusts Manager: Client-Facing Trusts & Estates Lead in London employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts Manager: Client-Facing Trusts & Estates Lead in London
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the trusts and estates field. Attend industry events, join relevant groups on LinkedIn, and don’t be shy about reaching out to people for informational chats. You never know who might have a lead on your dream job!
✨Tip Number 2
Showcase your expertise! When you get the chance to meet potential employers or clients, make sure to highlight your technical knowledge of trusts and estates. Share insights from your experience and discuss how you can add value to their team. Confidence is key!
✨Tip Number 3
Prepare for interviews by researching the firm thoroughly. Understand their client base, recent projects, and any challenges they face in the trusts and estates sector. This will help you tailor your responses and demonstrate that you’re genuinely interested in the role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be perfect for you. Plus, applying directly shows your enthusiasm and commitment to joining our team. Let’s get you that Trusts Manager position!
We think you need these skills to ace Trusts Manager: Client-Facing Trusts & Estates Lead in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with trusts and estates, especially if you have a CTA or STEP qualification. We want to see how your skills match the role, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Trusts Manager role. We love seeing your personality come through, so feel free to share your passion for client relationships and compliance.
Showcase Your Communication Skills: Since this role involves managing key client relationships, make sure to demonstrate your strong communication skills in your application. We’re looking for someone who can convey complex information clearly, so give us examples of how you've done this in the past.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing candidates who take that extra step!
How to prepare for a job interview at Taxation
✨Know Your Trusts Inside Out
Make sure you brush up on your technical knowledge of trusts and estates. Be prepared to discuss specific cases or scenarios where you've successfully managed high net worth portfolios. This will show that you not only understand the theory but can apply it in practice.
✨Showcase Your Communication Skills
As a Trusts Manager, you'll be client-facing, so it's crucial to demonstrate your communication skills during the interview. Practice explaining complex concepts in simple terms, and think of examples where you've effectively managed client relationships or resolved conflicts.
✨Prepare for Compliance Questions
Compliance is key in this role, so expect questions around regulations and best practices. Familiarise yourself with current compliance issues in the trusts and estates sector, and be ready to discuss how you've ensured compliance in your previous roles.
✨Highlight Your Progression Ambitions
This position offers a pathway to Senior Manager, so express your career aspirations clearly. Share your long-term goals and how you see yourself growing within the firm. This shows you're not just looking for a job, but a place to build your career.
