Senior Trusts & Estates Manager - Hybrid & Flexible Hours

Howells Consulting Ltd; West of England; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid working

Flexible hours

Job summary

Howells Consulting Ltd is recruiting for a Manager-level adviser in Private Client, Trusts & Estates. You will oversee an impressive portfolio of HNW trust clients, manage annual compliance, and advise on ad hoc planning projects.

The role involves supervising junior advisers, reviewing trust accounts, and acting as a key client and third-party relationship manager. Hybrid working and flexible hours are offered, with progression opportunities toward Senior Manager grade.

Responsibilities

• Oversee day-to-day administration of trusts and ensure compliance across portfolios.
• Develop and maintain relationships with high-net-worth clients and third-party professionals.

Job description

Howells Consulting Ltd is recruiting for a Manager-level adviser in Private Client, Trusts & Estates. You will oversee an impressive portfolio of HNW trust clients, manage annual compliance, and advise on ad hoc planning projects.

The role involves supervising junior advisers, reviewing trust accounts, and acting as a key client and third-party relationship manager. Hybrid working and flexible hours are offered, with progression opportunities toward Senior Manager grade.