This role involves managing the complex financial affairs of high-net-worth individuals as a Private Client Trust Manager. The role requires specialised knowledge in trusts, tax and estate planning within the Professional Services industry.
Client Details
Our client is a notable player in the professional services sector in the UK. With a team of over 500 professionals, they serve clients across various industries from their base in Cambridge. The firm is deeply rooted in a commitment to delivering exceptional client service, guided by a clear strategy of growth.
Description
- Manage a portfolio of high-net-worth clients.
- Provide advice on trusts and estate planning.
- Prepare and review tax returns for individuals and trusts.
- Liaise with HMRC on behalf of clients.
- Collaborate with colleagues to deliver excellent client service.
- Stay updated on tax legislation and its implications for clients.
- Mentor and train junior staff members.
- Contribute to business development activities.
Profile
A successful Private Client Trust Manager should have:
- A relevant professional qualification (e.g., CTA, ACCA, ACA).
- Proven experience in managing trusts and high-net-worth clients.
- Solid understanding of tax laws and regulations.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Ability to work well in a team and mentor junior staff.
Job Offer
- A competitive salary in the range of £54,000 - £66,000 per annum.
- Generous holiday leave.
- A supportive and inclusive work environment.
- Opportunities for professional development.
- The chance to work with a diverse portfolio of clients.
We welcome all interested candidates who are eager to make a significant impact in their career to apply for this exciting role in Cambridge. This is an incredible opportunity to become part of a vibrant and growing professional services firm.