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For Companies At a Glance
- Tasks: Manage UK trusts and provide expert advice on trust matters.
- Company: Join a prestigious Legal 500 firm known for exceptional private client services.
- Benefits: Enjoy hybrid working options and competitive salary between £40,000-£60,000.
- Why this job: Be part of a supportive team with opportunities for professional growth and high-quality work.
- Qualifications: 5+ years in trust administration with strong knowledge of UK trust law and tax regulations.
- Other info: Collaborate with a flexible, partner-led structure and supervise junior staff.
The predicted salary is between 32000 - 48000 £ per year.
An excellent opportunity has arisen for an experienced Trust Manager to join a prestigious Legal 500 firm in Kent. This well-established, leading firm is known for its outstanding private client services and supportive team environment.
The Opportunity
We are seeking a Trust Manager with at least 5 years of experience in trust administration or private client services. You must have a solid technical understanding of:
- UK trust law
- Inheritance tax
- Capital gains tax
- Income tax as they apply to trusts
The successful Trust Manager will be client-focused, professional, highly organised, and an excellent team player who can confidently manage complex trust matters with minimal supervision. As a Trust Manager, you will play a key role in delivering exceptional service to clients and ensuring full legal and regulatory compliance. This is a fantastic opportunity for a Trust Manager looking to join a supportive, collaborative team with access to high-quality work.
About the Team
You will be joining a highly regarded Estate Administration Department, specialising in:
- Trust administration
- Wills and probate
- Lasting Powers of Attorney
The team works with a partner-led, flexible structure that ensures appropriate work allocation and provides strong support for professional growth.
Key Responsibilities
As a Trust Manager, you will:
- Manage a portfolio of UK trusts, including discretionary, life interest, personal injury, and vulnerable persons trusts.
- Act as the primary point of contact for clients, beneficiaries, solicitors, tax advisors, and investment managers.
- Ensure full compliance with all relevant UK legislation, including HMRC, FATCA, CRS, and the Trust Registration Service.
- Prepare annual trust accounts, tax returns, and related documentation in collaboration with tax specialists.
- Lead trust distributions, trustee meetings, trust reviews, and oversee investment monitoring.
- Provide expert advice on trust structuring, succession planning, and associated tax implications.
- Stay up to date with developments in UK trust law, tax regulations, and industry best practices.
- Support and supervise junior trust officers and administrators.
- Provide regular updates to senior management and partners regarding portfolio performance and risk management.
Kent based job role (Hybrid working available after probation) Earning opportunity of (£40,000-£60,000) dependant on experience.
Trust manger employer: Gerrard White
Contact Detail:
Gerrard White Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust manger
✨Tip Number 1
Network with professionals in the legal and trust management sectors. Attend industry events, webinars, or local meetups to connect with potential colleagues and mentors who can provide insights into the firm and its culture.
✨Tip Number 2
Familiarise yourself with the latest developments in UK trust law and tax regulations. This will not only enhance your knowledge but also demonstrate your commitment to staying current in the field during any discussions with the hiring team.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed complex trust matters in the past. Highlight your client-focused approach and ability to work collaboratively within a team, as these are key attributes the firm is looking for.
✨Tip Number 4
Research the firm’s values and recent achievements. Tailoring your conversation to align with their mission and showcasing how your experience fits into their goals can set you apart from other candidates.
We think you need these skills to ace Trust manger
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of a Trust Manager. Familiarise yourself with UK trust law, inheritance tax, and the specific duties mentioned in the job description.
Tailor Your CV: Highlight your relevant experience in trust administration or private client services. Emphasise your technical understanding of UK trust law and tax implications, as well as any leadership roles you've held, especially in managing teams or portfolios.
Craft a Compelling Cover Letter: Write a cover letter that showcases your client-focused approach and organisational skills. Mention specific examples of how you've successfully managed complex trust matters and contributed to team success in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or inconsistencies. A polished application reflects your professionalism and attention to detail, which are crucial for a Trust Manager role.
How to prepare for a job interview at Gerrard White
✨Know Your Trust Law
Make sure you have a solid grasp of UK trust law, inheritance tax, and capital gains tax. Be prepared to discuss how these laws apply to the trusts you'll be managing, as this will demonstrate your technical expertise.
✨Showcase Your Client-Focused Approach
As a Trust Manager, being client-focused is crucial. Prepare examples of how you've successfully managed client relationships in the past, highlighting your ability to communicate effectively with clients and other stakeholders.
✨Demonstrate Organisational Skills
The role requires excellent organisational skills. Be ready to discuss how you manage multiple trusts and ensure compliance with legal regulations. Sharing specific strategies or tools you use can impress your interviewers.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about complex trust matters you've handled before and be ready to explain your thought process and the outcomes of your decisions.
