Trusts Manager - London

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

Oversee a portfolio of HNW trusts and estates, as the clients' primary point of contact. Working with junior advisers, you'll review trust accounts and returns, oversee annual compliance and manage all key client relationships.

We are working with a high profile, mid-sized accountancy firm, whose Private Client offering has been independently recognised for the quality of its expertise and clients. Their Trusts team is thriving, growing and keen to appoint an additional Trust Manager.

You'll work closely with partners on annual compliance, client relationship management and advising on ad hoc trust planning projects.

As a primary client (and third-party) relationship manager, you'll need excellent communication skills, as well as strong technical knowledge of trusts, estates and associated taxation. The CTA and/or STEP qualification would be helpful.

This is a growing team, offering genuine scope for progression to Senior Manager grade. Salary will be dependent on experience but is likely to be in the region c.£62k-£72k + bens.

To find out more please email [e-mail] quoting Ref 710.

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