Trusts Assistant Manager - Private Client Advisory (London)

Posted 5 days 12 hours ago by Clark Wood

Permanent
Full Time
Other
London, United Kingdom
Job Description

Clark Wood is recruiting a Trusts Assistant Manager / Manager in London to take ownership of a mixed portfolio of UK resident trusts, handling accounting, administration and tax affairs. The role offers exposure to non-UK trusts and estate work, with advisory projects on IHT planning, succession, wealth preservation and trust restructuring, plus mentoring junior staff.

ACA/CTA/STEP qualifications and 3-5+ years' experience are preferred, strong client management skills and experience with CCH