Private Client Trusts Manager | Hybrid & Bonus

Saffery; Lower Blandford St Mary; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Contributory pension scheme

27 days annual leave

Life Assurance cover

Flexible benefits

Job summary

Saffery is seeking an enthusiastic Assistant Manager or Manager to join the Trusts team across London and the South, contributing to the Private Client Group which provides services to private clients and their businesses. The role blends trust, tax and succession planning advisory work with complex compliance oversight, offering exposure to high-net-worth clients and landed estates.

The successful candidate will work cross-office in a market-leading private client practice, advising on wealth

Qualifications

• Experience with high-net-worth individuals, families, trusts and estates in personal tax and wealth planning.
• Experience with trusts, estates and related compliance requirements in accounting and tax matters.
• Understanding of tax considerations affecting landed estates and rural properties.

Responsibilities

• Manage a portfolio of high-net-worth individuals and families delivering advisory and compliance services.
• Identify planning opportunities and support tax advisory projects with cross-firm collaboration.
• Lead client meetings and assist with tax planning strategies including succession planning.
• Advise on trust taxation, trust administration, and estate-related matters.
• Oversee portfolio management, including WIP, recoverability and billing.
• Coach and mentor trainees and junior staff.

Skills

Trusts experience

Private client tax

Wealth planning

Client relationship mgmt

Cross-office collaboration

Education

ACA/ACCA/CTA/STEP qualification

Job description

Saffery is seeking an enthusiastic Assistant Manager or Manager to join the Trusts team across London and the South, contributing to the Private Client Group which provides services to private clients and their businesses. The role blends trust, tax and succession planning advisory work with complex compliance oversight, offering exposure to high-net-worth clients and landed estates.

The successful candidate will work cross-office in a market-leading private client practice, advising on wealth