Find a job 
Featured Companies 
Featured Universities 
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 employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts Manager: Private Client Relationships Lead
✨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 showcase your expertise in trusts and estates.
✨Tip Number 2
Prepare for interviews by brushing up on your communication skills. Practice explaining complex trust concepts in simple terms, as you'll need to convey this to clients and internal teams effectively.
✨Tip Number 3
Showcase your qualifications! If you have CTA or STEP certifications, make sure to highlight them during conversations. They’re not just letters; they’re proof of your expertise and commitment to the field.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect fit for you. Plus, it’s a great way to get noticed by hiring managers who are looking for top talent.
We think you need these skills to ace Trusts Manager: Private Client Relationships Lead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trusts Manager role. Highlight your experience with High Net Worth trusts and estates, and don’t forget to mention any relevant qualifications like CTA or STEP. We want to see how your skills match what we’re looking for!
Show Off Your Communication Skills: Since this role involves a lot of client interaction, it’s crucial to showcase your communication skills. Use clear and concise language in your application, and maybe include examples of how you’ve effectively communicated with clients or teams in the past. We love a good story!
Highlight Compliance Experience: Compliance is key in this role, so make sure to emphasise any experience you have in managing compliance for trusts and estates. We want to know how you’ve navigated regulations and ensured everything runs smoothly in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to attach all your documents in one go. Plus, it shows us you’re serious about joining our 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 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.
