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For Companies At a Glance
- Tasks: Manage trust and charity administration while supporting the Private Client Team.
- Company: Join a supportive business in Edinburgh that values flexibility and development.
- Benefits: Enjoy hybrid working, a salary of £40k-£50k, and a comprehensive benefits package.
- Why this job: Be part of a dynamic team with opportunities for career growth and professional development.
- Qualifications: Experience as a Trust Manager or similar role is essential; strong interpersonal skills are a plus.
- Other info: Open to all qualified applicants, promoting diversity and inclusion.
The predicted salary is between 34000 - 42000 £ per year.
Search are supporting the recruitment of a Trust Manager to join our client's Edinburgh office with hybrid & flexible working. Joining the Private Client team, you will be responsible for managing trust and charity administration to support the workload of the Private Client Team efficiently. If you're an experienced Trust Manager looking to join a supportive business that values flexibility and development, you would be encouraged to apply.
Your key responsibilities will include:
- Maintain and update trust records.
- Communicate with trustees and beneficiaries, providing advice and executing instructions.
- Coordinate with professional intermediaries on client accounts.
- Ensure compliance with trust deeds.
- Apply knowledge of Income and Capital Gains Tax in trust administration.
- Advise on the setup, management, and termination of trusts.
- Manage trust finances, including disbursements and payments.
- Handle Trust Registration and relevant reporting.
- Ensure compliance with legislation and reporting requirements.
- Manage Inheritance Tax and prepare necessary forms.
- Draft Deeds, Trustee Minutes, and Resolutions.
- Review and maintain trust and compliance records.
- Oversee Anti-Money Laundering (AML) processes.
Skills and experience that will benefit your application:
- Experience as a Trust Manager or similar role.
- Ability to support and manage colleagues when required.
- Highly motivated team player with the ability to prioritise a high-volume workload.
- Strong interpersonal skills, comfortable engaging internal and external stakeholders.
- Proficiency in Microsoft Office packages.
What's in it for you:
- A salary range of 40k-50k, depending on experience.
- Hybrid and flexible working options, with part-time hours considered.
- Comprehensive benefits package.
- Opportunities for career and professional development.
If you'd like to apply or find out more, please submit your CV at the earliest opportunity.
Contact Detail:
Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Manager
✨Tip Number 1
Network with professionals in the trust and charity administration field. Attend industry events or join relevant online forums to connect with others who can provide insights or even refer you to opportunities at StudySmarter.
✨Tip Number 2
Familiarise yourself with the latest regulations and compliance requirements related to trust management. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in this evolving field.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed trust finances or handled complex compliance issues in previous roles. Real-life scenarios can showcase your expertise and problem-solving skills effectively during interviews.
✨Tip Number 4
Highlight your interpersonal skills by preparing to share experiences where you've effectively communicated with trustees and beneficiaries. Being able to convey your ability to build relationships will set you apart as a candidate who can thrive in our team.
We think you need these skills to ace Trust Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Trust Manager or in a similar role. Emphasise your skills in managing trust records, compliance, and communication with stakeholders, as these are key responsibilities for the position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for applying and how your experience aligns with the job requirements. Mention your ability to manage high-volume workloads and your proficiency in Microsoft Office, as these are important for the role.
Highlight Relevant Experience: In your application, be sure to detail any specific experiences you have with trust administration, tax knowledge, and compliance processes. This will demonstrate your capability to handle the responsibilities outlined in the job description.
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 for a Trust Manager role.
How to prepare for a job interview at Search
✨Know Your Trusts Inside Out
Make sure you have a solid understanding of trust administration, including compliance with trust deeds and relevant legislation. Be prepared to discuss your experience with managing trust finances and handling Inheritance Tax, as these are key responsibilities for the role.
✨Showcase Your Interpersonal Skills
As a Trust Manager, you'll need to communicate effectively with trustees, beneficiaries, and professional intermediaries. Prepare examples of how you've successfully engaged with stakeholders in the past, highlighting your strong interpersonal skills.
✨Demonstrate Team Leadership
Since the role involves supporting and managing colleagues, think of instances where you've taken the lead or helped others in a team setting. This will show your ability to be a highly motivated team player, which is essential for this position.
✨Be Ready for Technical Questions
Expect questions related to Income and Capital Gains Tax in trust administration. Brush up on your knowledge and be ready to explain how you would apply this in real-world scenarios, as it will demonstrate your expertise and readiness for the role.
