Private Client Trusts Manager – Hybrid & HNW Wealth Advisory

Saffery; High Wycombe; Hybrid; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Hybrid working policy

Pension scheme

27 days annual leave

Life Assurance

Flexible benefits

Profit-Sharing Plan

Discretionary bonus

Family friendly policies

Job summary

Saffery is seeking an enthusiastic Assistant Manager or Manager to join our Trusts team covering London and the South, integrating with our Private Client Group which serves high-net-worth individuals and businesses. The role offers cross-office collaboration and exposure to complex wealth structures.

The successful candidate will work across trust, tax and estate planning, with potential to broaden into wider private client advisory work.

Qualifications

• Experience working with high-net-worth individuals, families, trusts and estates with personal tax, trust and wealth planning matters.
• Experience working with trusts, estates and related compliance requirements, both in accounting and tax matters; further training available.

Responsibilities

• Manage a portfolio of high-net-worth individuals, families, trusts, estates and business owners, delivering both advisory and compliance services.
• Support Senior Management with identifying planning opportunities and support the delivery of tax advisory projects, working with specialists across the firm.
• Build and maintain strong client relationships, acting as a trusted day-to-day adviser and point of contact.
• Lead client meetings and assist with the implementation of tax planning strategies, including succession planning and inheritance tax guidance.
• Support landed estates, rural businesses and agricultural clients with ownership structures and wealth preservation planning.
• Advise on trust taxation, trust administration and estate-related matters.
• Take responsibility for portfolio management, including WIP monitoring, recoverability and billing.
• Coach and mentor trainees and junior staff, supporting their professional development.

Skills

Client relationship management

Trusts experience

Tax advisory

Education

ACA/ACCA, CTA or STEP qualification

Job description

Saffery is seeking an enthusiastic Assistant Manager or Manager to join our Trusts team covering London and the South, integrating with our Private Client Group which serves high-net-worth individuals and businesses. The role offers cross-office collaboration and exposure to complex wealth structures.

The successful candidate will work across trust, tax and estate planning, with potential to broaden into wider private client advisory work.