Wealth manager Work, Jobs in Manchester, Gtm (with Salaries)

Trust Manager - Private Wealth
JMW Solicitors —Manchester
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Tax experience
Quick apply
iTrent & People Systems Coordinator
Salford Council —Salford
- £36,363 - £39,152 a year
1d
Experienced Life Insurance Advisor - Office Based
Essential Insurance —Sale
- £35,000 - £75,000 a year
- Part-time
- Financial services
- In-person
- Negotiation
- Free parking
- Profit sharing
Quick apply
14d
Business Development Manager
The BigLife Group —Manchester
- £49,282 - £51,356 a year
- Full-time
- In-person
- Annual leave
- Employee discount
Governance Professional Officer
Salford Council —Salford
- £29,540 - £31,537 a year
- Call to connect
- Communication skills
- School
4d
Special Guardianship Co-ordinator
Salford Council —Salford
- £39,152 - £46,142 a year
- Full-time
- Communication skills
8d
Procurement Officer
Salford Council —Salford
- £36,363 - £39,152 a year
- Customer service
- Communication skills
3d
Client Investment Specialist (Portfolio Manager)
Quintet Private Bank —Manchester
- English
- Construction
Wealth Planning Director
Schroders —Manchester
- Full-time
Landlord Liaison Officer
Salford Council —Salford
- £32,597 - £35,412 a year
- Communication skills
- Negotiation
- Work from home
4d
Vice President, Shareholder Services Manager
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Management
- Bachelor's degree
- Financial services
Trust Administrator - Private Wealth
JMW Solicitors —Manchester
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Communication skills
Quick apply
CISO Reporting Manager
Barclays —Knutsford
Fund Dealing Administrator
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Microsoft Excel
- Time management
Business Advisory Manager
Leonard Curtis —Manchester
- Full-time
- Hybrid work
- Microsoft Outlook
- Microsoft Office
- SQL
- Health & wellbeing programme
- Annual leave
Quick apply
Financial Planning Client Administrator
Evelyn Partners —Manchester
- Full-time
- Organisational skills
- IT
- In-person
Quick apply
9d
Learning and Development Manager
Leonard Curtis —Manchester
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Health & wellbeing programme
Quick apply
CFO Senior Manager
AAB —Manchester
- Hybrid work
- Accounting
- Annual leave
- Employee assistance programme
9d
Paraplanner
Mattioli Woods —Stockport
- Full-time
- Hybrid work
- Financial services
- Communication skills
Regional Account Manager
Selecta —Manchester
- £4,000 - £5,000 a year
- Free parking
- Annual leave
Quick apply

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Trust Manager - Private Wealth

JMW Solicitors -
Manchester

Quick apply

Job details

Permanent | Full-time

Qualifications

Organisational skills
Communication skills
Tax experience
Time management

Full job description

Description

JMW’s Private Wealth department are seeking a knowledgeable and dedicated Trust Manager to join their busy team in Manchester.

The successful candidate will work closely with partners and members of our growing team who deal with a wide range of trust administration work together with tax and probate matters. This role will suit someone who has excellent people skills and who is looking to develop their career within a friendly team.

Key Responsibilities

Pro-actively managing clients to ensure any tax-planning and/or succession planning issues are acted upon when appropriate
Overseeing and contributing towards the timely preparation of trust accounts and tax returns including inheritance tax returns and dealing with HM Revenue and Customs as required
Calculating trustees’ liabilities to IHT, CGT and Income Tax and making use of annual exemptions
Preparing for and attending trustees’ meetings and taking minutes of those meetings.
Dealing with payments and distributions from trusts, both capital and discretionary income distributions
Preparing and reviewing trustees’ investment policy statements.
Reviewing and interpreting trust deeds and related documentation with input from the wider team, as appropriate
Keeping partners regularly updated with progress on assignments and assisting with billing
Ensure all written and verbal communication is of the highest professional standard

Skills, Knowledge and Expertise

Considerable experience of taxation and administration of trusts, including completion of trust tax returns
Enthusiasm and dedication to pursuing a career in private client work, with a focus on trust and estate administration
Willingness to share knowledge and experience with colleagues
Familiarity with CCH or a similar tax reporting software (although full training can be given where necessary)
Diploma qualified STEP or other relevant professional tax qualification is preferred. However, lack of these qualifications should not put you off from applying and practical experience will be considered
Excellent organisational skills and the ability to prioritise competing demands effectively
A high degree of attention to detail
Strong problem-solving skills
Sound judgement and a logical approach to problem solving
High standard of oral and written communication skills
Self-motivated and able to work under pressure
The ability to deal with client and professional advisors thereby showing a commitment to providing a quality service
Strong internal personal skills in dealing with clients, colleagues and senior management
Excellent time management, organisational and multi-tasking skills
Able to work on own initiative and to be highly disciplined

About JMW Solicitors

An award-winning, full-service law firm offering straight-talking advice that delivers positive outcomes with a commercial edge. We have a well-deserved reputation for excellence and entrepreneurship. We take care of our clients, and our people. What do we do? We do the right thing. Our firm, and the individuals working within it, are recognised by the prestigious legal directories Legal 500 and Chambers and Partners and we regularly win awards for our work. We have three offices: our head office in Manchester, a full-service office in London and one of our specialist family law teams based in Liverpool. We are proud of our northern heritage, and work closely with a wide variety of charities and fund-raising initiatives so as to give back to our local community.

Quick apply

Refine Your Search

wealth manager jobs in manchester, gtm

Trust Manager - Private Wealth

iTrent & People Systems Coordinator

Experienced Life Insurance Advisor - Office Based

Business Development Manager

Governance Professional Officer

Special Guardianship Co-ordinator

Procurement Officer

Client Investment Specialist (Portfolio Manager)

Wealth Planning Director

Landlord Liaison Officer

Vice President, Shareholder Services Manager

Trust Administrator - Private Wealth

CISO Reporting Manager

Fund Dealing Administrator

Business Advisory Manager

Financial Planning Client Administrator

Learning and Development Manager

CFO Senior Manager

Paraplanner

Regional Account Manager

I want to receive the latest job alerts for wealth manager in manchester, gtm

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