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Family Office Advisory Manager

Pro-Tax Recruitment
Posted 3 days ago, valid for 12 days
Location

London, Greater London EC1R 0WX

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Our client is seeking a Trust or Family Wealth Advisory Manager to join their team, focusing on services for ultra-high-net-worth individuals (UHNWI).
  • The role involves working with Family and Family Office clients on issues like tax compliance, residency planning, and trust administration.
  • Candidates should have experience in a Family Office or Trust/Fiduciary environment and be Tax or STEP qualified, with a desire for further tax qualifications.
  • The position offers a competitive salary of £70,000 to £90,000, depending on experience.
  • The employer is committed to diversity and encourages applicants from all backgrounds to apply.

Our client is looking to add a Trust or Family Wealth advisory Manager to their team. They provide a range of services to UHNWI, from Tax to Trusts, from Family Constitution work to Risk Advisory.

You will work with a number of Family and Family Office clients, to ensure they are up to date on issues including:

  • Residency and location planning
  • Tax Compliance and Strategy
  • Trust set up and administration
  • Family Constitutions
  • Tax Risk Management

The ideal candidate would have experience in a Family Office or Trust/Fiduciary environment and be Tax qualified or STEP qualified with an appetite for tax qualification.

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.