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- Tasks: Manage client trusts, ensuring compliance and outstanding service while supporting a dynamic team.
- Company: Join mfg, a top-rated regional law firm known for its exceptional people and supportive culture.
- Benefits: Enjoy 25 days holiday, healthcare benefits, and a strong focus on work/life balance in a 35-hour week.
- Why this job: Be part of a thriving team that values your growth and community involvement in a positive work environment.
- Qualifications: Experience in trust matters and legal environments, with strong communication and problem-solving skills required.
- Other info: Opportunities for personal development and participation in CSR and wellbeing initiatives.
The predicted salary is between 36000 - 60000 £ per year.
Location: Kidderminster Office
Hours: Full Time (35 hours per week)
Term: Permanent
About mfg
You’ll be joining a regional law firm that enjoys a strong reputation, recognised in the legal 500 which is made possible by our exceptional people. We want to help you to reach your full potential, love the work you do and deliver the best results for your clients. It’s our goal to make you feel great about working with us, and we work hard to cultivate a culture that makes it easy for you to stay with us for many years.
The Trusts Team
As Trusts Manager, you will work alongside Divisional Head, Giles Scott and a Trusts team of three colleagues, forming part of our wider Private Client team of 20 people, at our Kidderminster office. Private Client is our largest division, operating from mfg’s six Midlands offices.
Day to day, you’ll be successful in this role by… We’re looking for someone with experience in a range of trust matters of varying complexity, committed to delivering outstanding client service and focused on proactively managing files to their conclusion.
Key Responsibilities
- Progress client files through liaison with key stakeholders, ensuring completion of all relevant documents and adherence to compliance requirements.
- Handle IHT, CGT and Income Tax relevant to the management of trusts.
- Registration of trusts, preparation of Trust Accounts and Estate Tax Returns.
- Relevant steps in the investment of trust money and liquidation of trust assets.
- Managing and supporting the wider Trusts team.
Requirements
- Experienced in handling a range of Trust matters, including IHT, CGT and Income Tax matters.
- Previous experience in a legal (or professional services) environment preferable.
- An effective people manager and team player.
- Adept at solving problems.
- Excellent communication and attention to detail skills.
- Computer literacy and knowledge of Microsoft Office.
Salary & Benefits
- Competitive salary
- 25 days’ holiday rising to 26 (plus additional days at Christmas 2025 and statutory Bank Holidays)
- Healthcare benefit scheme
- Employee Assistance programme and wellbeing services – 24/7 helpline facility
- Discounted legal fees for staff and family members
- Death in service provision
- Auto enrolment in our Company Pension
- Annual colleague event
Other reasons to join us
We offer a rewarding career of quality work alongside a commitment to your development. It’s a fantastic environment in which people grow! A supportive ‘people first’ culture, driven by wellbeing and work/life balance (it’s a 35-hour week)… over 90% of our people responded in our most recent engagement survey that it’s a great place to work and they’re proud to work here.
Committed to inclusion and our local communities, we aim to employ a diverse section of the community whilst our work for good causes continues to flourish. Many of our people are actively involved in CSR, Sports & Social and Health & Wellbeing groups.
For more information on what it’s like to work at mfg, please visit our recruitment page or email recruitment@mfgsolicitors.com to arrange a confidential call to discuss this opportunity further.
Agencies please note – we have an agreed Agency PSL in place.
Private Client Trust Manager employer: mfg Solicitors LLP
Contact Detail:
mfg Solicitors LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Trust Manager
✨Tip Number 1
Familiarise yourself with the specific trust matters mentioned in the job description, such as IHT, CGT, and Income Tax. Being able to discuss these topics confidently during your interview will demonstrate your expertise and commitment to the role.
✨Tip Number 2
Research mfg's culture and values, especially their focus on wellbeing and work/life balance. Be prepared to share how your personal values align with theirs, as this can set you apart as a candidate who fits well within their team.
✨Tip Number 3
Network with current or former employees of mfg, if possible. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach during the interview process.
✨Tip Number 4
Prepare examples from your past experience that showcase your problem-solving skills and ability to manage teams effectively. Highlighting these experiences will illustrate your capability to handle the responsibilities of the Trusts Manager role.
We think you need these skills to ace Private Client Trust Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Private Client Trust Manager position. Familiarise yourself with trust matters, IHT, CGT, and Income Tax to demonstrate your knowledge in your application.
Tailor Your CV: Customise your CV to highlight relevant experience in handling trust matters and managing client files. Emphasise your previous roles in legal or professional services environments, showcasing your problem-solving skills and attention to detail.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for the role and the firm. Mention specific experiences that align with the key responsibilities outlined in the job description, and express your commitment to delivering outstanding client service.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at mfg Solicitors LLP
✨Know Your Trusts
Make sure you brush up on your knowledge of trust matters, especially IHT, CGT, and Income Tax. Be prepared to discuss specific cases or scenarios where you've successfully managed these issues in the past.
✨Showcase Your People Skills
As a Trusts Manager, you'll be leading a team. Highlight your experience in managing people and how you've fostered collaboration within a team. Share examples of how you've resolved conflicts or motivated your colleagues.
✨Demonstrate Attention to Detail
This role requires meticulous attention to detail. During the interview, mention instances where your attention to detail has led to successful outcomes, particularly in compliance and documentation.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, the Trusts team's dynamics, and their approach to client service. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
