Trusts Manager - Bristol £55k-£65k DOE

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

Head of Private Client

London £300,000 Ref 411
This high quality firm is undertaking a succession-planning exercise and is keen to meet experienced Personal Tax Partners seeking a head of department role. This is both a client-facing advisory role and a strategic management position. You will take responsibility for a highly respected Private Client team that includes a first rate Partner group and experienced personal tax managers/advisors. Working closely with the firm’s managing partner, you will be tasked with ensuring the department’s ongoing success, building on its already excellent reputation. Managerial, business development and tax technical skills are all essential for the role. This is a high profile role offering autonomy, financial reward and prominence in the Private Client market place. Ref 411.