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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: Kent-based role with a flexible structure and emphasis on collaboration.
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 manager employer: Gerrard White
Contact Detail:
Gerrard White Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust manager
✨Tip Number 1
Network with professionals in the legal and trust administration sectors. Attend industry events or join relevant online forums to connect with others who may have insights or opportunities related to Trust Manager roles.
✨Tip Number 2
Stay updated on the latest developments in UK trust law and tax regulations. Subscribe to industry newsletters or follow key influencers on social media to ensure you’re well-informed and can discuss current trends during interviews.
✨Tip Number 3
Prepare to demonstrate your client management skills. Think of specific examples where you've successfully managed complex trust matters or provided exceptional service, as these will be crucial in showcasing your fit for the role.
✨Tip Number 4
Familiarise yourself with the firm’s values and culture. Research their approach to client services and team collaboration, so you can align your responses and show how you would contribute positively to their environment.
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 in trust administration and private client services. Emphasise your knowledge of UK trust law and relevant tax regulations, as these are crucial for the Trust Manager role.
Craft a Compelling Cover Letter: In your cover letter, express your passion for trust management and detail how your skills align with the responsibilities outlined in the job description. Mention specific examples of your previous work that demonstrate your ability to manage complex trust matters.
Showcase Your Client-Focused Approach: Since the role requires a client-focused attitude, include examples in your application that illustrate your ability to build strong relationships with clients and stakeholders. Highlight any experience you have in managing client expectations and delivering exceptional service.
Highlight Team Collaboration Skills: As the position involves working within a team, emphasise your experience in collaborating with colleagues, solicitors, and tax advisors. Provide examples of how you've successfully worked in a team environment to achieve common goals.
How to prepare for a job interview at Gerrard White
✨Showcase Your Technical Knowledge
Make sure to brush up on UK trust law, inheritance tax, capital gains tax, and income tax as they apply to trusts. Be prepared to discuss how these laws impact trust administration and provide examples from your experience.
✨Demonstrate Client-Focused Approach
As a Trust Manager, being client-focused is crucial. Prepare to share specific instances where you successfully managed client relationships or resolved complex issues, highlighting your communication skills and professionalism.
✨Highlight Organisational Skills
The role requires excellent organisational abilities. Discuss how you manage multiple trusts and ensure compliance with regulations. You might want to mention any tools or methods you use to stay organised and efficient.
✨Prepare for Team Dynamics
Since the position involves working within a team, be ready to talk about your experience in collaborative environments. Share examples of how you've supported junior staff or contributed to team success, showcasing your ability to work well with others.
