At a Glance
- Tasks: Manage trust portfolios and oversee compliance while supporting senior colleagues on advisory projects.
- Company: Respected accountancy practice in Central London with a supportive team culture.
- Benefits: Competitive salary, hybrid working, generous holiday allowance, and ongoing professional development.
- Other info: Enjoy a family feel environment with social events and excellent career progression opportunities.
- Why this job: Join a leading firm and work with high net worth clients to make a real impact.
- Qualifications: ACA, CTA or STEP qualified with 3-5 years of relevant experience.
The predicted salary is between 60000 - 75000 £ per year.
TPF Recruitment is recruiting on behalf of a highly respected and growing accountancy practice in London, seeking an experienced Trust Assistant Manager or Trust Manager to join their established Private Client and Trusts Team. This is an excellent opportunity for a trusts professional looking to develop their career within a leading firm, working with high net worth individuals (HNWIs), family trusts, estates, family offices and wealth preservation structures. The role offers a combination of trust accounting, trust tax compliance, trust administration and private client advisory work.
As a key member of the Trusts Team, you will manage a portfolio of UK resident trust clients, overseeing trust accounts, trust tax returns and trust administration matters, while supporting senior colleagues on complex advisory projects. The position offers exposure to a broad range of trust and estate work, including inheritance tax planning, succession planning and trust restructuring assignments.
Key Responsibilities- Managing a portfolio of UK resident trust clients.
- Preparing and reviewing trust accounts and trust tax returns.
- Overseeing trust compliance and administration activities.
- Assisting with inheritance tax (IHT) planning and succession planning projects.
- Supporting trust restructuring and wealth preservation assignments.
- Preparing technical reports and client recommendations.
- Attending client meetings and supporting business development initiatives.
- Liaising with clients, solicitors, financial advisers and HMRC.
- Reviewing work prepared by junior staff members.
- Mentoring, training and developing junior colleagues.
- Ensuring all client and statutory deadlines are met.
- ACA, CTA or STEP qualified.
- At least 3–5 years' experience within a Trusts, Private Client Tax or Estate Planning team.
- Strong experience preparing and reviewing trust accounts.
- Experience completing trust tax returns and managing trust compliance work.
- Good understanding of UK trust taxation and private client tax matters.
- Previous exposure to high net worth individuals, family offices, landed estates or complex family wealth structures would be advantageous.
- Strong client relationship and communication skills.
- Ability to manage multiple priorities and deadlines effectively.
- Experience supervising or reviewing junior team members' work is desirable.
- Knowledge of CCH Trust Accounts and CCH Personal Tax.
- Experience of inheritance tax planning and estate planning.
- Exposure to trusts advisory projects.
- Strong Microsoft Excel and Microsoft Word skills.
- Competitive salary with regular reviews.
- Hybrid and flexible working options.
- Independent practice with the intention of staying that way.
- Generous holiday allowance with option to buy additional days.
- Pension scheme with employer contribution.
- Life assurance cover.
- Private medical insurance.
- Structured career progression with clear pathways.
- Ongoing professional development and training.
- Family feel to the business with a supportive and collaborative team culture.
- Employee wellbeing initiatives and support programmes.
- Social events and team activities throughout the year.
- Modern offices with good transport links.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Assistant Manager / Manager - Hybrid, Central London
✨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 Assistant Manager / Manager - Hybrid, Central London
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.
