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For Companies At a Glance
- Tasks: Manage UK trusts, ensuring compliance and providing top-notch client service.
- Company: Join a leading law practice with a supportive and collaborative team.
- Benefits: Full-time role with opportunities for professional growth and development.
- Other info: Dynamic environment with a focus on mentorship and career advancement.
- Why this job: Make a real difference in clients' lives while expanding your expertise in trust law.
- Qualifications: 5+ years in trust administration and strong knowledge of UK tax laws required.
The predicted salary is between 50000 - 65000 £ per year.
A fantastic opportunity has arisen to join our successful Estate Administration Department.
About You
You’ll have over 5 years experience in trust administration or private client services. You will have a strong knowledge of UK trust law, inheritance tax, capital gains tax and income tax as they apply to trusts. You will be positive, professional, have a client focused approach and a great team player.
About The Team You Will Be Joining
Our Estate Administration Department specialise in providing advice and assistance to private clients on a broad range of employment matters including, trust administration, wills, probate and lasting power of attorney, amongst others. We have a partner led approach on all matters, providing a flexible team structure which helps to develop junior members of the team and allocation of work to the right level.
What will I be doing?
You will be responsible for providing a high-quality service to clients, including legal and regulatory compliance, managing client relationships, liaising with tax advisors, solicitors and investment managers.
Day-to-day Responsibilities Include
- Administer a portfolio of UK trusts, including discretionary, life interest, personal injury and vulnerable persons trusts.
- Act as a principal point of contact for clients, beneficiaries, and professional advisors.
- Ensure timely and accurate compliance with all relevant UK legislation (e.g., HMRC, FATCA, CRS, TRS).
- Prepare annual trust accounts, tax returns, and related documentation in collaboration with tax specialists.
- Oversee distributions, trustee meetings, trust reviews, and investment monitoring.
- Provide advice on trust structuring, succession planning, and potential tax implications.
- Maintain up-to-date knowledge of trust law, tax changes, and best practices in the UK trust sector.
- Support the training and supervision of junior trust officers or administrators.
- Report regularly to senior management or partners on portfolio performance and risk issues.
For further information about the type of clients we work with, take a look here: https://www.cwj.co.uk/site/aboutus/ourclients/
How do I apply?
To apply for this vacancy please send your CV and covering letter to our HR Department.
Trust Manager - Estate Administration in London employer: Clarkson Wright & Jakes
Contact Detail:
Clarkson Wright & Jakes Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Manager - Estate Administration in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the trust administration field. Attend industry events or webinars where you can meet potential employers and showcase your expertise.
✨Tip Number 2
Prepare for interviews by brushing up on UK trust law and recent changes in tax regulations. We want you to be the go-to person for any questions they throw your way!
✨Tip Number 3
Showcase your client-focused approach during interviews. Share examples of how you've successfully managed client relationships and provided high-quality service in your previous roles.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed, and we’re always looking for talented individuals like you to join our team.
We think you need these skills to ace Trust Manager - Estate Administration in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trust Manager role. Highlight your experience in trust administration and any relevant qualifications. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our Estate Administration Department. Share specific examples of your client-focused approach and teamwork skills.
Showcase Your Knowledge: Demonstrate your understanding of UK trust law and tax implications in your application. We love candidates who can speak confidently about their expertise, so don’t hold back on showcasing your knowledge!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Clarkson Wright & Jakes
✨Know Your Trust Law
Make sure you brush up on UK trust law, inheritance tax, and capital gains tax before the interview. Being able to discuss these topics confidently will show that you’re not just familiar with the basics but have a solid understanding of the complexities involved.
✨Client-Centric Mindset
Prepare examples that highlight your client-focused approach. Think about times when you went above and beyond for a client or how you managed difficult situations. This will demonstrate your commitment to providing high-quality service, which is crucial for the role.
✨Team Player Attitude
Since the role involves working closely with a team, be ready to share experiences where you collaborated effectively with others. Discuss how you’ve supported junior members or contributed to team success, as this aligns with the department's flexible team structure.
✨Stay Updated
Show that you’re proactive by discussing recent changes in trust law or tax regulations. This not only reflects your commitment to continuous learning but also your ability to adapt to the evolving landscape of trust administration.