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- Tasks: Manage Trusts, liaise with beneficiaries, and handle tax returns in a dynamic environment.
- Company: Join a supportive and inclusive firm known for exceptional client relationships.
- Benefits: Enjoy flexible working, private medical insurance, dental cover, and social events.
- Why this job: Be part of a friendly team that values client service and personal development.
- Qualifications: Experience in managing Trusts and strong organisational skills are essential.
- Other info: We celebrate diversity and encourage applications from all backgrounds.
The predicted salary is between 43200 - 72000 £ per year.
We are looking for an experienced Trust Partner to join the Private Client/Succession & Tax team in our Bath office. This role offers a wonderful opportunity to join an inclusive and friendly team, working with Private Clients. It is anticipated that you will have demonstrable experience of running your own files and confident of being able to prioritise work, when required. You will also be able to work autonomously as well as part of a team.
Day to day, you will have a varied caseload, including work such as:
- Reporting to and liaising with Trust beneficiaries
- Carrying out annual Trust reviews
- Drafting some Trust documentation
- Preparation of Trust Inheritance Tax, Capital Gains Tax and Income Tax returns
- Day to day Trust administration including data entry of investment transactions
- Reviewing and updating FATCA/GIIN status for Trusts
- Understanding the different Trusts administered and procedures required
We’re extremely proud of the relationship we have with our clients and referrers and are seen as their trusted legal partner, so it’s important to us we find someone with the right blend of skills to help maintain this and develop business/bringing on new clients. It’s vital that you’re able to always deliver exceptional client service, that you’re organised, able to work at pace, and deliver to multiple deadlines.
By joining, you are joining a supportive, inclusive firm. With a new world of working flexibly, you can expect that you will be able to work between home and the office. We also offer a great working environment, with hot desking available for when you’re in the office and plenty of social/networking events to get involved with!
In return for your hard work, you can expect to receive a variety of benefits for joining, these can be tailored around the requirements for you and your family including; Private Medical Insurance, Dental Insurance, Health checks and much more.
If this sounds like an exciting opportunity and you have the experience to join our team, then we look forward to hearing from you! We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.
Trusts Manager / Partner employer: Mandaus Legal Search
Contact Detail:
Mandaus Legal Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts Manager / Partner
✨Tip Number 1
Network with professionals in the private client and trusts sector. Attend industry events or join relevant online forums to connect with potential colleagues and clients. This can help you gain insights into the role and may even lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest regulations and best practices in trust management. Being knowledgeable about current laws and tax implications will not only boost your confidence but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed your own files and prioritised tasks in previous roles. Highlighting your organisational skills and ability to work autonomously will resonate well with the hiring team.
✨Tip Number 4
Showcase your client service skills by preparing to share instances where you've gone above and beyond for clients. This is crucial for a Trusts Manager role, as building strong relationships is key to success in this position.
We think you need these skills to ace Trusts Manager / Partner
Some tips for your application 🫡
Understand the Role: Carefully read the job description for the Trusts Manager/Partner position. Make sure you understand the key responsibilities and required skills, such as experience in running your own files and delivering exceptional client service.
Tailor Your CV: Customise your CV to highlight relevant experience in trust administration, tax returns, and client management. Use specific examples that demonstrate your ability to work autonomously and as part of a team.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the firm. Mention your experience with Trust beneficiaries and your commitment to maintaining strong client relationships. Be sure to express your enthusiasm for joining an inclusive and supportive team.
Proofread Your Application: Before submitting, thoroughly proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Mandaus Legal Search
✨Showcase Your Experience
Be prepared to discuss your previous experience in managing Trusts. Highlight specific cases where you successfully ran your own files and how you prioritised tasks effectively.
✨Demonstrate Client Service Skills
Since the role emphasises exceptional client service, think of examples where you went above and beyond for clients. This will show that you understand the importance of building strong relationships.
✨Understand Tax Regulations
Brush up on your knowledge of Trust Inheritance Tax, Capital Gains Tax, and Income Tax returns. Being able to discuss these topics confidently will demonstrate your expertise in the field.
✨Emphasise Teamwork and Autonomy
Prepare to talk about your ability to work both independently and as part of a team. Share examples of how you've balanced these aspects in previous roles, especially in a fast-paced environment.
