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- Tasks: Manage high-net-worth trusts and estates, ensuring compliance and client satisfaction.
- Company: Reputable mid-sized accountancy firm known for its expertise in private client services.
- Benefits: Competitive salary, career progression opportunities, and a supportive team environment.
- Why this job: Join a thriving team and make a real impact on clients' financial well-being.
- Qualifications: Strong communication skills and knowledge of trusts and estates; CTA or STEP qualification preferred.
- Other info: Exciting growth potential to Senior Manager role within a dynamic team.
The predicted salary is between 62000 - 72000 £ per year.
Oversee a portfolio of HNW trusts and estates, as the clients' primary point of contact. Working with junior advisers, you'll review trust accounts and returns, oversee annual compliance and manage all key client relationships.
We are working with a high profile, mid-sized accountancy firm, whose Private Client offering has been independently recognised for the quality of its expertise and clients. Their Trusts team is thriving, growing and keen to appoint an additional Trust Manager.
You'll work closely with partners on annual compliance, client relationship management and advising on ad hoc trust planning projects. As a primary client (and third-party) relationship manager, you'll need excellent communication skills, as well as strong technical knowledge of trusts, estates and associated taxation. The CTA and/or STEP qualification would be helpful.
This is a growing team, offering genuine scope for progression to Senior Manager grade. Salary will be dependent on experience but is likely to be in the region c.£62k-£72k + bens.
Trusts Manager - London employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts Manager - London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the lookout for a Trusts Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge of trusts and estates. Make sure you can confidently discuss compliance and client relationship management, as these are key areas for the role. Practice common interview questions with a friend or mentor to nail your delivery.
✨Tip Number 3
Showcase your communication skills! Whether it’s during an interview or networking event, make sure you articulate your thoughts clearly and engage with others. Remember, as a Trusts Manager, you’ll be the primary point of contact for clients, so demonstrating this skill is crucial.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us. So go ahead, hit that apply button!
We think you need these skills to ace Trusts Manager - London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trusts Manager role. Highlight your experience with HNW trusts and estates, and don’t forget to showcase your communication skills and technical knowledge of trusts and taxation.
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 team. Mention your qualifications like CTA or STEP, and how your experience aligns with the firm’s values and goals.
Showcase Your Client Management Skills: Since this role involves managing key client relationships, make sure to provide examples of how you've successfully managed client interactions in the past. This will demonstrate your ability to be the primary point of contact.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you on the path to joining our thriving Trusts team!
How to prepare for a job interview at Taxation
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trusts, estates, and the associated taxation. Be prepared to discuss specific cases or scenarios where you've successfully managed trust accounts or compliance issues. This will show that you’re not just familiar with the theory but have practical experience too.
✨Showcase Your Communication Skills
As a Trusts Manager, you'll be the primary point of contact for clients. Practice articulating complex information in a clear and concise manner. Consider role-playing with a friend to simulate client interactions, focusing on how you would explain trust management processes or compliance requirements.
✨Demonstrate Team Leadership
Since you'll be working with junior advisers, highlight any previous experience in mentoring or leading a team. Share examples of how you've supported others in their professional development or how you've collaborated effectively to achieve common goals.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare insightful questions about the firm’s growth plans, the Trusts team's dynamics, or how they measure success in client relationships. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
