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- Tasks: Manage a diverse portfolio of UK trusts and ensure high standards in trust administration.
- Company: Join a leading private client law firm known for bespoke legal and wealth management services.
- Benefits: Be part of a progressive team that values expertise and invests in its people.
- Why this job: Shape a new role while working with high-net-worth clients on complex matters.
- Qualifications: Ideal candidates have a background in law or accountancy and knowledge of trust structures.
- Other info: This is an inaugural position, offering a unique opportunity to centralise trust management.
The predicted salary is between 43200 - 72000 £ per year.
We are pleased to be assisting a leading private client law firm with an outstanding reputation for delivering bespoke legal and wealth management services to individuals, families, and trustees. Their Private Wealth team advises high-net-worth clients on a broad range of matters including estate planning, trusts, and landed estates. Due to significant growth and increasing demand, they are creating their first dedicated Trust Manager role – a key appointment that will transform the way that they deliver trust administration and support to their clients.
The Role: As the inaugural Trust Manager, you will work closely with their expert Private Wealth lawyers to manage a varied portfolio of trusts. The role has arisen as trust management work has expanded considerably, and is currently being managed by the wider team. They are now seeking a dedicated professional to centralise and oversee this area of their practice, ensuring consistently high standards and efficient service delivery.
You will be responsible for:
- Day-to-day management and administration of a portfolio of UK trusts
- Liaising with trustees, beneficiaries, investment managers and accountants
- Coordinating trust accounting, including income distributions, tax returns and compliance
- Overseeing assets within trusts, including landed estate property and share portfolios
- Maintaining accurate and up-to-date trust records
- Supporting the Private Wealth team on ad hoc matters relating to trusts and estates
About You: Our client is looking for a highly organised, proactive individual with strong attention to detail and excellent interpersonal skills. The ideal candidate will have a background in either law or accountancy, with a good working knowledge of trust structures and their administration. They are particularly interested in candidates with:
- Experience in trust management, ideally within a law firm, accountancy firm or private client environment
- Familiarity with landed estates, property assets and investment portfolios
- A working understanding of trust taxation and compliance
- STEP qualification (or working towards it) – desirable but not essential
- Strong client care skills and a collaborative working style
This is an exciting opportunity to shape a new role within a progressive and supportive team. You’ll be part of a firm that values expertise, invests in its people, and provides high-quality advice to some of the UK’s most interesting and complex clients.
NEW ROLE - Trust Manager for leading Private Wealth Firm employer: Segal Placements
Contact Detail:
Segal Placements Recruiting Team
info@segalplacements.com
StudySmarter Expert Advice 🤫
We think this is how you could land NEW ROLE - Trust Manager for leading Private Wealth Firm
✨Tip Number 1
Network with professionals in the private wealth and trust management sectors. Attend industry events or join relevant online forums to connect with individuals who can provide insights into the role and potentially refer you.
✨Tip Number 2
Research the latest trends and developments in trust management and estate planning. Being knowledgeable about current practices will not only help you in interviews but also demonstrate your genuine interest in the field.
✨Tip Number 3
Prepare to discuss specific examples from your past experience that showcase your organisational skills and attention to detail. Highlight any relevant projects where you successfully managed portfolios or liaised with clients.
✨Tip Number 4
Familiarise yourself with the firm’s values and culture. Tailor your conversations during networking or interviews to reflect how your personal values align with theirs, showing that you would be a great fit for their team.
We think you need these skills to ace NEW ROLE - Trust Manager for leading Private Wealth Firm
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in trust management, law, or accountancy. Emphasise any specific roles where you've managed trusts or worked with high-net-worth clients.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Trust Manager role and explain how your skills align with the responsibilities outlined in the job description. Mention your understanding of trust structures and your proactive approach to client care.
Showcase Relevant Qualifications: If you have a STEP qualification or are working towards it, be sure to mention this prominently. Also, include any other relevant certifications or training that demonstrate your expertise in trust administration and compliance.
Highlight Interpersonal Skills: Given the importance of liaising with various stakeholders, illustrate your strong interpersonal skills in your application. Provide examples of how you've successfully collaborated with clients, trustees, and colleagues in previous roles.
How to prepare for a job interview at Segal Placements
✨Understand Trust Management Basics
Make sure you have a solid grasp of trust management principles, especially if you're coming from a different background. Brush up on trust structures, taxation, and compliance to demonstrate your knowledge during the interview.
✨Showcase Your Organisational Skills
As a Trust Manager, you'll need to manage multiple trusts efficiently. Prepare examples from your past experiences that highlight your organisational skills and ability to handle complex portfolios.
✨Demonstrate Interpersonal Skills
This role requires liaising with various stakeholders. Be ready to discuss how you've successfully communicated and collaborated with clients, trustees, and other professionals in previous roles.
✨Express Your Interest in Continuous Learning
Mention any relevant qualifications or courses you're pursuing, like the STEP qualification. This shows your commitment to professional development and aligns with the firm's values of investing in their people.
