At a Glance
- Tasks: Manage a diverse portfolio of trusts and estates while providing expert advice.
- Company: Join a respected professional services firm with a supportive team culture.
- Benefits: Competitive salary, flexible hours, hybrid working, and comprehensive benefits.
- Other info: Opportunity to mentor junior team members and enhance your professional skills.
- Why this job: Shape your career in a dynamic environment with excellent growth opportunities.
- Qualifications: Experience with trusts; qualifications like STEP or CTA are a plus.
TPF Recruitment is recruiting for a Trust Manager to join a highly respected professional services firm based in Maidstone. This is an excellent opportunity for an experienced trust professional to join a successful and supportive team. The position can be shaped around the successful applicant’s experience, with flexible working arrangements and both full time and part time hours considered.
You will manage a varied portfolio of trusts and estates, overseeing compliance work while providing high quality advice to trustees, beneficiaries and private clients. Depending on your experience, there will also be opportunities to support the development of junior team members and contribute to the continued growth of the department.
Responsibilities will include:
- Managing a portfolio of trusts and estates
- Preparing and reviewing trust accounts and tax returns
- Advising clients on trust taxation, inheritance tax and capital gains tax matters
- Liaising with trustees, beneficiaries, solicitors, investment managers and HMRC
- Supporting estate administration and wider private client advisory work
- Reviewing work completed by junior members of the team
- Maintaining strong client relationships and identifying opportunities to provide additional support
Requirements:
The successful candidate will have significant experience working with trusts, gained within an accountancy practice, legal firm, trust company or professional services environment. STEP, CTA, ATT or accountancy qualifications would be advantageous, although experienced candidates qualified by experience will also be considered.
Benefits:
- Salary of £50,000 to £75,000, depending on experience
- Full time or part time hours considered
- Flexible and hybrid working
- Comprehensive benefits package
- Excellent career development opportunities
- Supportive and highly regarded professional working environment
Trust Manager in Maidstone employer: TPF Recruitment
Join a highly reputable firm of chartered accountants in Sidcup, where you will benefit from a flexible work environment and a strong focus on employee growth. With excellent client exposure and a commitment to career progression, this is an ideal opportunity for those seeking meaningful and rewarding employment in one of Kent's leading accountancy practices.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Manager in Maidstone
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like TPF Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Trust Manager in Maidstone
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to TPF Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on TPF Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at TPF Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with TPF Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at TPF Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former TPF Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
