Executive Trust Portfolio Manager

1 month ago


London, Greater London, United Kingdom Howells Consulting Ltd Full time

Howells Consulting Ltd is seeking an experienced Trust Manager to oversee a portfolio of trusts, their accounts, tax returns, and ongoing administration.

">About Our Client

Our client has built a reputation as one of the region's leading advisers to high net worth landed families and rural business owners.

Their sterling private client base is often advised about the formation, management, and cessation of trust structures, which continues to be a busy area of the firm's business.

We estimate this role will have an annual salary in the range of £70,000 - £90,000 depending on experience.

Key Responsibilities:
  • Oversight of trust portfolios, including accounts, tax returns, and ongoing administration
  • Excellent communications and relationship management skills with clients and third parties
  • Strong technical knowledge of trusts and experience completing or reviewing trust accounts and returns
Requirements:
  • STEP or ATT/CTA/ACA qualification
  • Experience in trust administration, preferably in a private client environment
  • Excellent communication and interpersonal skills
Benefits:

The firm offers hybrid working arrangements, allowing flexibility between home and office work. This position also provides opportunities for professional development and growth within the company.



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