Trust Portfolio Manager

4 weeks ago


Cambridge, Cambridgeshire, United Kingdom Howells Consulting Ltd Full time
Trust Manager Opportunity

We are seeking a skilled Trust Manager to join our Private Client team at Howells Consulting Ltd. As a key member of our team, you will be responsible for overseeing a portfolio of high-net-worth trusts and estates.

Key Responsibilities:
  • Prepare and review trust accounts and trust returns
  • Assist partners with ad hoc trust planning projects
  • Provide personal tax advice to HNW individuals and their families

We offer a hybrid working arrangement, allowing you to balance your work and personal life. Our team values a healthy work-life balance and encourages our staff to thrive in a supportive environment.

Requirements:
  • Excellent communication and organisation skills
  • Ability to work with clients and third-party stakeholders

If you are a motivated and experienced Trust Manager looking for a new challenge, please apply for this exciting opportunity.



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