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For Companies At a Glance
- Tasks: Manage High Net Worth trusts and estates, ensuring compliance and effective communication.
- Company: Leading accountancy firm in Greater London with a strong reputation.
- Benefits: Competitive salary of £62k-£72k and opportunities for career progression.
- Why this job: Join a dynamic team and make a real impact in private client relationships.
- Qualifications: Expertise in trusts and estates, with CTA or STEP qualifications preferred.
- Other info: Great opportunity for growth in a supportive environment.
The predicted salary is between 62000 - 72000 £ per year.
A leading accountancy firm in Greater London is seeking a Trust Manager to oversee a portfolio of High Net Worth trusts and estates. The successful candidate will manage compliance, review accounts, and communicate effectively with clients and internal teams.
An ideal applicant will have:
- Strong expertise in trusts and estates
- Excellent communication skills
- Desirable qualifications in CTA or STEP
This role offers a competitive salary of around £62k-£72k depending on experience, with opportunities for career progression.
Trusts Manager: Private Client Relationships Lead in London employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts Manager: Private Client Relationships Lead in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy and trusts sector. Attend industry events or webinars to meet potential employers and get your name out there.
✨Tip Number 2
Showcase your expertise! Prepare a portfolio that highlights your experience with High Net Worth trusts and estates. Use real-life examples to demonstrate your compliance management and client communication skills.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers, especially around your qualifications in CTA or STEP. This will help you feel more confident when it’s time for the real deal.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. Make sure to tailor your application to highlight how your skills align with the Trusts Manager role.
We think you need these skills to ace Trusts Manager: Private Client Relationships Lead in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with trusts and estates. We want to see how your skills align with the role, so don’t be shy about showcasing your expertise!
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 position. We love seeing genuine enthusiasm and a clear understanding of the role.
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure your written application reflects your excellent communication skills. Keep it clear, concise, and professional – we’re all about effective communication!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Taxation
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trusts and estates. Be prepared to discuss specific cases or scenarios you've handled in the past, showcasing your expertise. This will demonstrate your capability to manage a portfolio of High Net Worth trusts effectively.
✨Showcase Your Communication Skills
Since this role involves communicating with clients and internal teams, practice articulating complex information clearly and concisely. Consider preparing examples of how you've successfully navigated challenging conversations or built strong client relationships in previous roles.
✨Highlight Relevant Qualifications
If you have qualifications like CTA or STEP, make sure to mention them during the interview. Discuss how these qualifications have equipped you with the skills necessary for the role, and be ready to explain any relevant coursework or projects that relate to trust management.
✨Prepare Questions for Them
Interviews are a two-way street, so come armed with thoughtful questions about the firm’s approach to trust management and client relationships. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
