Trusts & Estates Manager, Qubic Group, City of London

Overview:

Qubic Trustees are recruiting a Trusts & Estates Manager in their City of London office to assist with in the provision of specialist advice on Private Client focussed matters including Trusts & IHT compliance and planning.

Introduction to the role:

Working closely with the Director of Trusts & Estates your role will include:

• Assisting the Director of Trusts & Estates in managing private client matters, with a particular focus on trusts and estate planning.

• Maintain and develop existing relationships with clients and assist in developing new relationships with clients and their advisors.


• Assisting the Director of Trusts & Estates in growing and developing an ambitious, respected and commercial trust practice.

• Review of and reporting on Trusts financial performance.

• Ensuring the efficient administration of trusts and estates (including tax compliance, accounts preparation and record keeping).

Requirements:

It is anticipated that the successful candidate will be seeking an opportunity in which they can build upon existing experience gained in a private client or trust role, which offers a diverse workload and defined career progression:

• Strong organisational skills and excellent attention to detail
• The ability to communicate effectively with both internal and external contacts
• The ability to understand and relay complex technical concepts
• The commitment to deliver excellent client service
• The ability to show initiative and highlight issues as they arise
• Ability to work as both part of a team and independently prioritise workload
• Self-motivation and a strong personal drive and desire to succeed
• Ideally a professional qualification i.e. CTA/STEP

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