Trusts Manager

Clark Wood is delighted to be partnering with a prestigious firm of solicitors in Bristol , renowned for delivering exceptional legal services to a broad client base. The firm is currently seeking a dedicated and experienced Trust Manager to join their team.

With a long-standing history of excellence, this firm is committed to providing top-tier advice and support across various legal matters, including trust and estate management .

Key Responsibilities:

1. Trust Administration : Manage a portfolio of trusts, ensuring compliance with all legal and regulatory requirements.
2. Client Liaison : Serve as the primary contact for clients, providing regular updates and addressing inquiries efficiently.
3. Financial Management : Oversee the financial aspects of trusts, including preparing accounts, tax returns, and investment reviews.
4. Legal Compliance : Ensure all trust activities comply with relevant laws, trust deeds, wills, and governing documents.
5. Advisory Services : Offer expert advice on trust structuring, estate planning, and related matters to clients and colleagues.
6. Team Collaboration : Work closely with the private client team and other departments to ensure a seamless service for clients.
7. Professional Development : Stay informed of changes in trust law and participate in ongoing professional development opportunities.

Qualifications and Experience:

1. Minimum of 5 years\’ experience in trust management or a related field within legal or financial services.
2. Professional qualifications such as STEP (Society of Trust and Estate Practitioners) or equivalent.
3. Strong knowledge of trust law , estate planning , and tax implications.

This is an exciting opportunity for a skilled professional to join a highly respected firm. If you’re interested in discussing this role further, please apply below or contact Will Langdon at Clark Wood:

Email :
Phone : 07775 038754

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