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- Tasks: Manage UK trusts and provide top-notch client service in estate administration.
- Company: Join Clarkson Wright & Jakes, a leading law practice with a focus on private client services.
- Benefits: Enjoy a supportive team environment and opportunities for professional development.
- Why this job: Make a real impact by helping clients navigate trust law and tax implications.
- Qualifications: 5+ years in trust administration; strong knowledge of UK trust law and taxes required.
- Other info: Flexible team structure promotes growth and collaboration among junior and senior members.
The predicted salary is between 43200 - 72000 £ 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: chris.moore@cwj.co.uk
Trust Manager - Estate Administration 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
✨Tip Number 1
Network with professionals in the estate administration field. Attend industry events or join relevant online forums to connect with others who work in trust management. This can help you gain insights into the role and potentially lead to referrals.
✨Tip Number 2
Stay updated on the latest changes in UK trust law and tax regulations. Subscribe to newsletters or follow relevant blogs to ensure you have current knowledge, which will demonstrate your commitment and expertise during interviews.
✨Tip Number 3
Prepare to discuss specific scenarios from your past experience that highlight your problem-solving skills in trust administration. Be ready to explain how you've managed client relationships and compliance issues effectively.
✨Tip Number 4
Research the company’s values and culture. Understanding their approach to client service and team dynamics will allow you to tailor your conversations and show how you align with their mission during the interview process.
We think you need these skills to ace Trust Manager - Estate Administration
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, inheritance tax, and other relevant areas mentioned in the job description.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific experiences that demonstrate your client-focused approach and ability to work as part of a team.
Showcase Relevant Skills: Highlight skills that are crucial for the Trust Manager position, such as managing client relationships, compliance with UK legislation, and preparing trust accounts. Use examples from your past roles to illustrate these skills.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail.
How to prepare for a job interview at Clarkson Wright & Jakes
✨Know Your Trust Law
Make sure you brush up on your knowledge of UK trust law, inheritance tax, and capital gains tax. Being able to discuss these topics confidently will show that you're well-prepared and understand the complexities of the role.
✨Demonstrate Client Focus
Prepare examples of how you've successfully managed client relationships in the past. Highlight your client-focused approach and how it has positively impacted your previous roles.
✨Showcase Team Collaboration
Since this role involves working closely with a team, be ready to discuss your experience as a team player. Share specific instances where you contributed to team success or supported junior members.
✨Stay Updated on Regulations
Familiarise yourself with the latest changes in trust law and tax regulations. Being knowledgeable about current best practices will demonstrate your commitment to providing high-quality service.
