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- Tasks: Prepare trust accounts and manage client portfolios for high net-worth individuals.
- Company: Join a prestigious Private Wealth team with a collaborative culture.
- Benefits: Enjoy hybrid working, flexible hours, and opportunities for professional growth.
- Why this job: Make a real impact by protecting clients' wealth for future generations.
- Qualifications: Experience in trust accounts preparation and proficiency in Excel and Word.
- Other info: Work alongside experts in law, finance, and tax in a dynamic environment.
The predicted salary is between 36000 - 60000 £ per year.
We have a brand new opportunity to join our esteemed Private Wealth team, working as part of our Tax/Trust & Accounting team as a Trust Manager. This role falls under our hybrid working policy. Most full-time employees typically spend around 3 days in the office and 2 days working from home; however, we operate a flexible approach in practice and this role could be carried out remotely provided you would be able to regularly visit either our Newcastle or Bristol office for collaborative working with colleagues. We can consider applications on a full and part-time basis.
The role involves working independently preparing trust accounts and personal/trust returns for review and undertaking peer reviews. You will deal with the day-to-day trust affairs of your client portfolio, which will include high net-worth individuals, trusts and estates, ensuring that engagement letters are in place for clients, and that fees are agreed and billed accordingly. You will also assist other members of the trust and tax team in the overall management of client affairs and assist the wider team with charities and small business accounts and related compliance.
The team is a collaboration of lawyers, accountants, financial advisers and tax specialists. Their expertise is highly regarded and ensures that our clients' wealth is protected, now and for future generations. For law firms, this is a pretty unique setup which allows us to offer our clients the very best full-service advice possible.
What are we looking for? To be successful in this role you'll need as a minimum:
- Experience of trust accounts preparation, probably from within accountancy practice rather than industry
- Knowledge of a range of accounts formats, processes and procedures, working both manually and with relevant systems (especially CCH Trust Accounts)
- Experience of presenting information in spreadsheet format (Excel) and in written report form (Word)
Trust Manager in Southampton employer: Womble Bond Dickinson
Contact Detail:
Womble Bond Dickinson Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Manager in Southampton
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and accounting sectors. You never know who might have a lead on a Trust Manager role or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research common questions for Trust Manager positions and practice your answers. We want you to showcase your experience with trust accounts and your ability to handle high net-worth clients.
✨Tip Number 3
Don’t forget to follow up! After an interview, send a quick thank-you email to express your appreciation. It’s a great way to keep your name fresh in their minds and show your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got all the latest openings, and applying directly can sometimes give you an edge. Plus, it shows you’re genuinely interested in joining our team.
We think you need these skills to ace Trust Manager in Southampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trust Manager role. Highlight your experience with trust accounts and any relevant systems you've used, like CCH Trust Accounts. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our Private Wealth team. Mention your experience with high net-worth individuals and how you can contribute to managing client affairs effectively.
Showcase Your Attention to Detail: In this role, attention to detail is key. When writing your application, make sure to proofread for any errors and present your information clearly. We appreciate candidates who take the time to ensure their application is polished and professional.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Womble Bond Dickinson
✨Know Your Trust Accounts
Make sure you brush up on your knowledge of trust accounts preparation. Be ready to discuss your experience in detail, especially any specific formats or processes you've worked with. This will show that you understand the role and can hit the ground running.
✨Excel and Word Skills Matter
Since you'll be presenting information in both Excel and Word, it’s crucial to demonstrate your proficiency in these tools. Prepare examples of reports or spreadsheets you've created in the past, and be ready to explain how they contributed to your previous roles.
✨Understand the Team Dynamics
Familiarise yourself with the collaborative nature of the Private Wealth team. Think about how your skills as a Trust Manager can complement the work of lawyers, accountants, and tax specialists. Showing that you can work well in a team will set you apart.
✨Flexibility is Key
Since this role offers hybrid working, be prepared to discuss how you manage your time and productivity when working remotely. Share any experiences you have with remote collaboration and how you ensure effective communication with colleagues.
