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:
1. Supervising a team of junior trusts advisers, their WIP, utilisation and development
2. Review of complex trust accounts and trust returns
3. Managing ongoing administration of the trusts
4. Being the key client and third-party relationship manager on the portfolio
5. 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.
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