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For Companies At a Glance
- Tasks: Manage diverse trusts and ensure compliance with legal and tax requirements.
- Company: Join a reputable Legal 500 law firm in Hertfordshire.
- Benefits: Enjoy competitive salary, flexible working options, and career progression opportunities.
- Why this job: Work in a supportive environment with a varied portfolio and collaborative team.
- Qualifications: 4+ years of experience and STEP qualification preferred.
- Other info: Contact Isabel at Austen Lloyd for a confidential chat about this role.
The predicted salary is between 43200 - 72000 £ per year.
Job Title: Trust Manager
Location: Hertfordshire
Salary: Competitive, with excellent benefits
Our client, a well-established Legal 500 law firm in Hertfordshire, is seeking an experienced Trust Manager to join their Private Client team. This role offers the opportunity to work with a reputable firm on a varied portfolio of trusts
The Role:
- You will manage a diverse range of trusts, ensuring compliance with legal and tax requirements and providing clear advice to stakeholders. Collaboration with the Private Client team on estate planning and related matters is a key aspect of this position.
Key Responsibilities:
- Administering trusts, including discretionary, life interest, and charitable trusts.
- Preparing trust accounts, tax returns, and compliance documentation.
- Liaising with beneficiaries and trustees.
- Assisting with estate planning.
- Keeping updated on changes in trust law and taxation.
Requirements:
- Minimum 4 years’ experience
- STEP qualification (or working towards) preferred
- Strong knowledge of trust and estate taxation
- Excellent communication and organizational skills
- Proactive and collaborative approach
What’s on Offer:
- Competitive salary and benefits
- Career progression opportunities
- Flexible working options
- Supportive and inclusive environment
If the above sounds of interest then we would love to hear from you for a confidential chat!
Apply below or contact Isabel at Austen Lloyd on 0117 313 7857 quoting role reference: IM 58524
Austen Lloyd Limited is a Specialist Legal Recruitment Agency operating. Please note our advertisements may use PQE/salary levels purely as a guide. However, we would be happy to consider applications from all candidates who can demonstrate the skills needed to perform the role; IM 58524
Trust Manager employer: Austen Lloyd Legal Recruitment
Contact Detail:
Austen Lloyd Legal Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Manager
✨Tip Number 1
Make sure to highlight your experience with different types of trusts in your conversations. This will show that you have the practical knowledge needed for the role and can manage a diverse portfolio effectively.
✨Tip Number 2
Stay updated on recent changes in trust law and taxation. Being knowledgeable about current regulations will demonstrate your commitment to the field and your ability to provide accurate advice to stakeholders.
✨Tip Number 3
Emphasize your communication skills during discussions. As a Trust Manager, you'll need to liaise with beneficiaries and trustees, so showcasing your ability to convey complex information clearly is crucial.
✨Tip Number 4
Network with professionals in the private client sector. Building relationships with others in the field can lead to valuable insights and potential referrals, making it easier to land the job.
We think you need these skills to ace Trust Manager
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Trust Manager position. Understand the key responsibilities and requirements, especially the importance of compliance with legal and tax requirements.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in managing trusts and your knowledge of trust and estate taxation. Make sure to mention any relevant qualifications, such as your STEP qualification or progress towards it.
Showcase Communication Skills: Since excellent communication is a key requirement, provide examples in your application that demonstrate your ability to liaise effectively with beneficiaries and trustees. This could include specific situations where you successfully communicated complex information.
Tailor Your Application: Customize your CV and cover letter to reflect the values and culture of the law firm. Mention your proactive and collaborative approach, and how you can contribute to their Private Client team.
How to prepare for a job interview at Austen Lloyd Legal Recruitment
✨Showcase Your Trust Knowledge
Make sure to highlight your understanding of trust and estate taxation during the interview. Be prepared to discuss specific examples from your experience that demonstrate your expertise in managing various types of trusts.
✨Emphasize Collaboration Skills
Since collaboration with the Private Client team is crucial, share instances where you successfully worked with others on estate planning or related matters. This will show your proactive and collaborative approach.
✨Stay Updated on Legal Changes
Demonstrate your commitment to the role by discussing how you keep yourself informed about changes in trust law and taxation. Mention any recent developments you've learned about and how they could impact your work.
✨Prepare for Compliance Questions
Expect questions regarding compliance with legal and tax requirements. Prepare to explain your process for ensuring that all trust accounts, tax returns, and documentation are accurate and up-to-date.
