Senior Trust Manager — Private Client Wealth & Leadership

Buckley Consulting LLP; Greater London; On-site; GBP 50,000 - 75,000; Full time

Job summary

Buckley Consulting LLP in Greater London is seeking a trusted professional to join its private client team. You will manage a growing portfolio of onshore and offshore trusts and estates, delivering accounts preparation, trust returns, and advisory reports.

You will work closely with partners and directors, mentor junior staff, and help drive a responsive, merit-based promotion track as the private client team expands.

Qualifications

• Portfolio management experience preferred.
• Strong mentorship and coaching abilities.
• Client liaison and relationship management skills.

Responsibilities

• Manage a portfolio of private client trusts and estates, including onshore and offshore arrangements.
• Provide management responsibility for junior team members and mentor staff.
• Liaise effectively with clients and professional intermediaries; contribute to advisory work and wealth management reports.

Job description

Buckley Consulting LLP in Greater London is seeking a trusted professional to join its private client team. You will manage a growing portfolio of onshore and offshore trusts and estates, delivering accounts preparation, trust returns, and advisory reports.

You will work closely with partners and directors, mentor junior staff, and help drive a responsive, merit-based promotion track as the private client team expands.