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For Companies At a Glance
- Tasks: Manage trusts, liaise with clients, oversee finances, and ensure legal compliance.
- Company: Join a prestigious Bristol firm known for exceptional legal services and client care.
- Benefits: Enjoy professional development opportunities and a collaborative team environment.
- Why this job: Be part of a respected firm making a real impact in trust and estate management.
- Qualifications: 5+ years in trust management; STEP qualification preferred; strong knowledge of trust law.
- Other info: Contact Will Langdon at Clark Wood for more details.
The predicted salary is between 43200 - 72000 £ per year.
Clark Wood is delighted to be partnering with a prestigious firm of solicitors in Bristol, renowned for delivering exceptional legal services to a broad client base. The firm is currently seeking a dedicated and experienced Trust Manager to join their team. With a long-standing history of excellence, this firm is committed to providing top-tier advice and support across various legal matters, including trust and estate management.
Key Responsibilities:
- Trust Administration: Manage a portfolio of trusts, ensuring compliance with all legal and regulatory requirements.
- Client Liaison: Serve as the primary contact for clients, providing regular updates and addressing inquiries efficiently.
- Financial Management: Oversee the financial aspects of trusts, including preparing accounts, tax returns, and investment reviews.
- Legal Compliance: Ensure all trust activities comply with relevant laws, trust deeds, wills, and governing documents.
- Advisory Services: Offer expert advice on trust structuring, estate planning, and related matters to clients and colleagues.
- Team Collaboration: Work closely with the private client team and other departments to ensure a seamless service for clients.
- Professional Development: Stay informed of changes in trust law and participate in ongoing professional development opportunities.
Qualifications and Experience:
- Minimum of 5 years' experience in trust management or a related field within legal or financial services.
- Professional qualifications such as STEP (Society of Trust and Estate Practitioners) or equivalent.
- Strong knowledge of trust law, estate planning, and tax implications.
This is an exciting opportunity for a skilled professional to join a highly respected firm.
Trusts Manager employer: Clark Wood
Contact Detail:
Clark Wood Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts Manager
✨Tip Number 1
Network with professionals in the legal and financial sectors, especially those who specialise in trust management. Attend industry events or join relevant online forums to connect with potential colleagues and mentors who can provide insights into the role.
✨Tip Number 2
Familiarise yourself with the latest developments in trust law and estate planning. Subscribe to legal journals or follow reputable blogs to stay updated, as this knowledge will be crucial during interviews and discussions with potential employers.
✨Tip Number 3
Prepare to discuss specific examples from your past experience that demonstrate your ability to manage trusts effectively. Highlight your successes in client liaison, compliance, and financial management to showcase your suitability for the Trusts Manager role.
✨Tip Number 4
Research the firm thoroughly before applying. Understand their values, culture, and the types of clients they serve. Tailoring your approach to align with their mission can significantly enhance your chances of making a positive impression.
We think you need these skills to ace Trusts Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in trust management and legal services. Emphasise your qualifications, such as STEP certification, and any specific achievements that demonstrate your expertise in trust law and estate planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for trust management and your understanding of the firm's values. Mention how your experience aligns with the key responsibilities outlined in the job description, particularly in client liaison and financial management.
Highlight Professional Development: In your application, mention any ongoing professional development activities you are involved in, especially those related to changes in trust law. This shows your commitment to staying current in the field and enhances your candidacy.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in trust management roles.
How to prepare for a job interview at Clark Wood
✨Know Your Trust Law
Make sure you brush up on your knowledge of trust law and estate planning. Be prepared to discuss recent changes in legislation and how they might impact trust management, as this will demonstrate your expertise and commitment to the field.
✨Showcase Your Client Liaison Skills
Since client interaction is key for this role, think of examples from your past experience where you've effectively communicated with clients. Highlight how you addressed their concerns and provided updates, showcasing your ability to build strong relationships.
✨Prepare for Financial Management Questions
Expect questions related to financial oversight, such as preparing accounts and tax returns. Be ready to discuss your experience with financial management in trusts and how you ensure compliance with legal requirements.
✨Demonstrate Team Collaboration
This role requires working closely with other departments. Prepare examples that illustrate your ability to collaborate effectively within a team, ensuring seamless service delivery to clients. This will show that you can contribute positively to the firm's culture.
