At a Glance
- Tasks: Manage trusts and estates for high-net-worth clients while providing strategic advice.
- Company: Join a top national law firm with an award-winning Private Wealth team.
- Benefits: Hybrid working, professional development, and a supportive culture.
- Other info: Great opportunities for career advancement and technical progression.
- Why this job: Be part of a respected team making a real impact in the Private Wealth sector.
- Qualifications: Experience in trust administration and strong client relationship skills required.
The predicted salary is between 50000 - 65000 £ per year.
Are you an experienced Trust professional looking to join one of the UK's leading Private Wealth teams? An outstanding opportunity has arisen for a Trust Manager to join the award-winning Private Wealth department of a highly respected national law firm. Recognised by both Legal 500 and Chambers & Partners, the team advises high-net-worth individuals, families, trustees, entrepreneurs, and business owners on a broad range of trust, tax, estate, and succession planning matters.
This is a rare opportunity to join a growing and ambitious team where you will work closely with Partners and senior specialists on complex and rewarding client work, while playing a key role in the ongoing development of the trust function. The role offers a blend of technical trust administration, tax compliance, client relationship management, and strategic succession planning advice, making it ideal for someone looking to take ownership of a varied portfolio and further establish themselves as a trusted adviser within the Private Wealth sector.
Key responsibilities will include:
- Managing a portfolio of trusts and estates on behalf of high-net-worth clients and trustees
- Building and maintaining strong relationships with clients, beneficiaries, accountants, financial advisers, and investment managers
- Identifying and progressing tax planning and succession planning opportunities where appropriate
- Overseeing the preparation and review of trust accounts and trust tax returns, including inheritance tax reporting
- Calculating trustee liabilities relating to Inheritance Tax, Capital Gains Tax, and Income Tax
- Liaising with HMRC and ensuring compliance with all reporting obligations
- Preparing for and attending trustees' meetings and maintaining detailed records and minutes
- Managing trust distributions, both capital and discretionary income payments
- Reviewing trust deeds, legal documentation, and investment policy statements
- Supporting Partners with client management, technical matters, and ongoing business development initiatives
The successful candidate will possess:
- Significant experience in trust administration and trust taxation
- Strong technical knowledge of trusts, estates, inheritance tax, capital gains tax, and income tax
- Experience preparing and reviewing trust accounts and trust tax returns
- Excellent client relationship management and communication skills
- Strong organisational ability and meticulous attention to detail
- A proactive and commercial approach to client service
- The ability to manage multiple priorities and deadlines effectively
STEP qualification (Diploma level) or an equivalent professional tax qualification would be highly desirable, although substantial practical experience will be equally valued.
Why join?
This is an opportunity to become part of one of the most highly regarded Private Wealth teams in the country. The firm has built an exceptional reputation for delivering outstanding client service while maintaining a genuinely supportive and collaborative culture. With continued growth across its Private Wealth offering, there is significant scope for professional development, technical progression, and long-term career advancement.
You will be joining a team that combines technical excellence with a modern, entrepreneurial approach and a genuine commitment to investing in its people.
Location: Manchester
Hybrid Working Available
Trust Manager – Private Wealth in Manchester employer: Office Collective
Join a leading national law firm renowned for its exceptional Private Wealth team, where you will thrive in a supportive and collaborative culture. With a focus on professional development and career advancement, this role offers the chance to work closely with senior specialists on complex client matters while enjoying the benefits of hybrid working in the vibrant city of Manchester.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Manager – Private Wealth in Manchester
✨Network Like a Pro
Get out there and connect with people in the Private Wealth sector! Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors that a CV just can’t.
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience in trust administration and taxation. Share specific examples of how you've managed complex portfolios or navigated tricky tax situations. This will show them you’re the real deal!
✨Prepare for Interviews
Do your homework before any interview! Understand the firm’s values, their approach to client service, and recent developments in the Private Wealth space. This will help you tailor your answers and demonstrate that you’re genuinely interested in joining their team.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about wanting to be part of our award-winning team in Manchester.
We think you need these skills to ace Trust Manager – Private Wealth in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Trust Manager role. Highlight your trust administration and taxation experience, as well as any client relationship management you've done. We want to see how you can bring value to our Private Wealth team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about trust management and how your background makes you the perfect fit for our team. Be sure to mention any relevant qualifications like STEP or equivalent experience.
Showcase Your Communication Skills:As a Trust Manager, strong communication is key. In your application, demonstrate your ability to build relationships and manage client expectations. We love seeing examples of how you've successfully navigated complex situations in the past!
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you'll be able to attach all your documents in one go. Plus, it shows us you're keen on joining our fantastic team!
How to prepare for a job interview at Office Collective
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trusts, estates, and the relevant tax implications. Be prepared to discuss specific cases or scenarios where you've successfully managed trust portfolios, as this will demonstrate your expertise and experience in the field.
✨Showcase Your Client Relationship Skills
Since this role involves building strong relationships with high-net-worth clients, think of examples where you've excelled in client management. Highlight your communication skills and how you've navigated complex situations to maintain client satisfaction.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge of inheritance tax, capital gains tax, and trust accounts. Brush up on recent changes in legislation and be ready to explain how these might impact clients' trust strategies.
✨Demonstrate Your Proactive Approach
The firm values a proactive and commercial approach to client service. Prepare to discuss how you've identified opportunities for tax planning or succession planning in past roles, showcasing your ability to think ahead and add value to clients.
