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- Tasks: Manage private client trusts, handle tax matters, and support a dynamic team.
- Company: Join a reputable regional law firm known for its exceptional people and strong community focus.
- Benefits: Enjoy 25+ days holiday, healthcare benefits, and a supportive work/life balance.
- Why this job: Be part of a thriving team that values your development and promotes a positive workplace culture.
- Qualifications: Experience in trust matters and a legal environment is preferred; teamwork and computer skills are essential.
- Other info: This role offers a permanent position with a commitment to inclusion and community engagement.
The predicted salary is between 36000 - 60000 £ per year.
Role: Private Client Trusts Manager (Private Client Division)
Location: Kidderminster Office
Hours: Full Time (35 hours per week)
Term: Permanent
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.
As Trusts Manager, you will work alongside Divisional Head, Valerie Robinson 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.
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.
- 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.
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. Computer literacy and knowledge of Microsoft Office.
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
We offer a rewarding career of quality work alongside a commitment to your development. 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.
Contact Detail:
mfg Solicitors LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager - Private Clients/high Net Worth
✨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 the firm’s reputation and values, especially their commitment to a 'people first' culture. This will help you align your answers with their ethos and show that you’re a good fit for their team.
✨Tip Number 3
Prepare examples of how you've effectively managed teams or projects in the past. Highlighting your people management skills will be crucial, as they are looking for someone who can support and lead the Trusts team.
✨Tip Number 4
Network with current or former employees of the firm if possible. They can provide insights into the company culture and expectations, which can be invaluable when preparing for your interview.
We think you need these skills to ace Client Manager - Private Clients/high Net Worth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in trust matters, particularly IHT, CGT, and Income Tax. Use specific examples that demonstrate your ability to manage complex files and deliver outstanding client service.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention how your previous experience aligns with the responsibilities of the Private Client Trusts Manager position and your commitment to supporting the Trusts team.
Showcase Your People Management Skills: Since the role requires effective people management, include examples of how you've successfully led teams or supported colleagues in previous roles. Highlight your ability to work collaboratively within a team environment.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in a legal environment.
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 complexities.
✨Showcase Your People Skills
As a Client Manager, you'll need to demonstrate your ability to manage and support a team. Think of examples where you've effectively led a team or resolved conflicts, and be ready to share these during the interview.
✨Understand the Company Culture
Familiarise yourself with the firm's commitment to wellbeing and work/life balance. Be ready to discuss how you align with their 'people first' culture and how you can contribute to maintaining this positive environment.
✨Prepare Questions
Have thoughtful questions ready for your interviewers about the role, the team dynamics, and the firm's future plans. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
