Trusts Manager: Client-Facing Trusts & Estates Lead

Howells Consulting Ltd; Greater London; On-site; GBP 62,000 - 72,000; Full time

Benefits offered by this job

Benefits package

Job summary

A high-profile accountancy firm in Greater London seeks a Trust Manager to oversee high-net-worth trusts and estates, manage relationships, and ensure compliance. The role involves working closely with junior advisers and partners, with excellent communication skills and strong technical knowledge of trusts and estates required. A CTA or STEP qualification is beneficial. This growing team offers genuine progression opportunities, with a salary range of approximately £62k-£72k plus benefits.

Qualifications

• Technical knowledge of trusts and estates is essential.
• Excellent communication and client management skills required.
• CTA and/or STEP qualification would be helpful.

Responsibilities

• Oversee a portfolio of high-net-worth trusts and estates.
• Work with junior advisers on trust accounts and returns.
• Manage key client relationships and oversee annual compliance.

Skills

Excellent communication skills

Technical knowledge of trusts and estates

Client relationship management

Education

CTA or STEP qualification

Job description

A high-profile accountancy firm in Greater London seeks a Trust Manager to oversee high-net-worth trusts and estates, manage relationships, and ensure compliance. The role involves working closely with junior advisers and partners, with excellent communication skills and strong technical knowledge of trusts and estates required. A CTA or STEP qualification is beneficial. This growing team offers genuine progression opportunities, with a salary range of approximately £62k-£72k plus benefits.