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- Tasks: Manage a portfolio of trusts and ensure high-quality service delivery.
- Company: Join a respected firm in Edinburgh with a focus on trust management.
- Benefits: Competitive salary, professional development, and supportive team environment.
- Why this job: Make a real impact while developing your skills in trust administration.
- Qualifications: 3-5 years in trust management and relevant qualifications preferred.
- Other info: Opportunity for career growth and to support junior team members.
The predicted salary is between 36000 - 60000 £ per year.
Eden Scott is working with a client in Edinburgh who is seeking a Wealth & Trust Manager. The successful individual will manage their own portfolio of trusts, delivering a high-quality service across all administrative, compliance and trust accounting requirements. You will play a key role in ensuring that client affairs are handled accurately, efficiently and with the utmost professionalism.
You’ll work closely with experienced colleagues and have the space to develop your skills, while contributing to the ongoing improvement and smooth running of the trust function.
Key Responsibilities:- Managing a dedicated portfolio of trusts, ensuring all administrative tasks are completed to a high standard
- Preparing trust accounts and associated documentation (not an accounting role)
- Ensuring full compliance with regulatory, reporting and statutory deadlines
- Acting as a key point of contact for clients, beneficiaries, advisers, and legal professionals
- Maintaining accurate, well-organised records and overseeing the full lifecycle of trust work
- Contributing to enhanced processes, workflow improvements and best practice
- (For more experienced applicants) Supporting junior team members and offering informal guidance
- 3–5 years’ experience in trust administration or trust management
- A relevant qualification such as SOLAS or another trust-specific certification (highly preferred)
- Strong technical understanding of trust accounting processes
- Excellent accuracy, attention to detail and commitment to compliance
- Confidence communicating with clients and professional advisers
- A proactive, organised approach and the ability to manage multiple deadlines
- A desire to continue developing professionally within a respected team
Wealth & Trust Manager in Edinburgh employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth & Trust Manager in Edinburgh
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Informational Interview
If you can, set up informational interviews with folks already working in wealth and trust management. This is a great way to learn more about the role and make a lasting impression. Plus, it shows your genuine interest in the field!
✨Showcase Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience and skills relevant to trust administration. We want to see how you can bring value to their team, so be ready to share specific examples of your past work!
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only keeps things organised but also gives you a better chance of landing that dream role. We’re here to help you every step of the way!
We think you need these skills to ace Wealth & Trust Manager in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth & Trust Manager role. Highlight your experience in trust administration and any relevant qualifications like SOLAS. We want to see how your skills match what we're looking for!
Showcase Your Attention to Detail: Since this role requires excellent accuracy and attention to detail, include examples in your application that demonstrate these skills. We love seeing candidates who can manage multiple deadlines while keeping everything organised!
Communicate Clearly: As a key point of contact for clients and advisers, your communication skills are crucial. Use clear and professional language in your written application to show us you can handle client interactions with confidence.
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and we’ll make sure your application gets to the right consultant quickly!
How to prepare for a job interview at Eden Scott
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trust administration and management. Familiarise yourself with the specific regulations and compliance requirements that are relevant to the role. This will not only help you answer questions confidently but also show your genuine interest in the position.
✨Showcase Your Attention to Detail
Since this role requires excellent accuracy and attention to detail, prepare examples from your past experience where you've demonstrated these skills. Be ready to discuss how you ensure compliance and maintain organised records, as this will resonate well with the interviewers.
✨Communicate Like a Pro
As a key point of contact for clients and professionals, your communication skills are crucial. Practice articulating your thoughts clearly and concisely. Think about how you can convey complex information simply, and be prepared to discuss how you've successfully managed client relationships in the past.
✨Be Ready to Discuss Process Improvements
The role involves contributing to workflow improvements and best practices. Come prepared with ideas or examples of how you've enhanced processes in previous roles. This shows initiative and a proactive approach, which is exactly what they’re looking for!
