Job Description
An exclusive new opportunity has arisen working within an award-winning Private Client team in Birmingham for a Trusts Assistant Manager to join to work with an elite portfolio in a 100% advisory capacity. This team have had a record year both in terms of client wins and overall profits and are now seeking an entrepreneurial-minded and ambitious individual to provide 1st class advisory services.
This role would suit an individual who has good technical experience in Trusts and is comfortable moving into a mainly client-facing advisory role. You will be working with a portfolio of HNW and UHNW's and working with wealthy families and estates. The role will be in a consulting capacity and you will be helping in the technical development of the Trusts juniors. You will also have the opportunity to join their acceleration Director programme and will be supported to develop through the ranks to Directorship where there are currently no blockers to reach.
Suitable candidates will be either CTA qualified or Part Qualified and will come from either a legal background or accountancy firm. You will have an entrepreneurial spirit and will enjoy working closely with clients. If you feel you have what it takes please email your cv to
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