Trusts Assistant Manager – Private Client Advisory (London)

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

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