Join a high-profile firm that is independently recognised for its expertise in the Private Client field.
Their Trusts & Estates team is growing
and keen to appoint an adviser at Manager level. You’ll oversee an impressive
portfolio of HNW trust clients, overseeing their annual compliance, as well as
advising on ad hoc planning projects. The role will include:
- Supervising a team of
junior trusts advisers, their WIP, utilisation and development
- Review of complex trust
accounts and trust returns
- Managing ongoing
administration of the trusts
- Being the key client and
third-party relationship manager on the portfolio
- Undertaking ad hoc IHT and
trust planning work, with the assistance of partners as required
This is a supportive and sociable environment
that values genuine work/life balance. They offer hybrid working and flexible
hours, as well as support with progression towards Senior Manager grade. Ref 689
To find out more and to request a full job
description, please email michaelhowells@howellsconsulting.co.uk
Alternatively, simply apply below: