At a Glance
- Tasks: Manage trusts and estates while advising high-net-worth clients on complex matters.
- Company: Join a leading law firm with a stellar reputation in Private Wealth.
- Benefits: Enjoy hybrid working, flexibility, and long-term career progression.
- Other info: Collaborative culture with opportunities for professional growth.
- Why this job: Take on greater responsibility and work on interesting, varied portfolios.
- Qualifications: Experience in trust management or related fields is essential.
The predicted salary is between 50000 - 60000 £ per year.
Are you currently managing trusts and estates but feel you've reached a ceiling in your current role? Perhaps you're working in a law firm, accountancy practice, trust corporation, family office, wealth management business or private client team and are looking for more complex work, greater responsibility, or a clearer path for progression.
An opportunity has arisen to join one of the UK's most respected Private Wealth teams, working alongside recognised specialists who advise high-net-worth individuals, business owners, landed families, entrepreneurs and trustees on complex trust, tax and succession planning matters. This is a key appointment within a growing team and offers the chance to manage your own portfolio of trusts and estates while working closely with Partners and senior advisers on a wide range of technical and client-facing matters.
Why consider this role?
- Join a market-leading Private Wealth team with an outstanding reputation
- Manage a varied and interesting portfolio of trusts and estates
- Work directly with high-net-worth clients, trustees and professional advisers
- Exposure to complex trust structures, succession planning and wealth preservation work
- Hybrid working and genuine flexibility
- Supportive and collaborative culture
- Long-term progression opportunities within a growing team
The role will involve:
- Managing a portfolio of trusts and estates from both an administrative and tax perspective
- Reviewing trust accounts and trust tax returns
- Calculating and advising on Inheritance Tax, Capital Gains Tax and Income Tax matters
- Managing trustee meetings and ongoing trust administration
- Liaising with clients, beneficiaries, solicitors, accountants, investment managers and HMRC
- Reviewing trust documentation and identifying planning opportunities
- Supporting wider succession planning and estate planning matters
- Building and maintaining trusted client relationships
About you: You may currently be working as a:
- Trust Manager
- Senior Trust Administrator
Trust Manager – law firm employer: Office Collective
Join a prestigious law firm in Manchester as a Trust Manager, where you will be part of a highly respected Private Wealth team known for its collaborative and supportive culture. Enjoy the benefits of hybrid working, a varied portfolio of high-net-worth clients, and ample opportunities for professional growth and development in a dynamic environment that values your expertise and contributions.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Manager – law firm
✨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 that can land you that dream job.
✨Show Off Your Skills
When you get the chance to meet potential employers or clients, make sure to highlight your experience managing trusts and estates. Share specific examples of how you've tackled complex issues or improved processes. We want to see your passion and expertise shine through!
✨Prepare for Interviews
Do your homework before any interview! Research the firm, understand their values, and be ready to discuss how your background aligns with their needs. We recommend practising common interview questions and preparing some thoughtful questions to ask them too.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only shows your interest but also gives you a better chance of being noticed. We’re here to help you find the right fit, so let’s make it happen!
We think you need these skills to ace Trust Manager – law firm
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 experience with trusts, estates, and any relevant tax knowledge to show us you’re the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about working in private wealth and how your background makes you an ideal candidate for managing complex trust structures.
Showcase Your Client Management Skills:Since this role involves liaising with high-net-worth clients and various professionals, make sure to highlight any experience you have in client management. We want to see how you build and maintain trusted relationships!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
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 and estates. Be prepared to discuss specific cases you've managed, the complexities involved, and how you navigated them. This shows you're not just familiar with the basics but can handle the intricacies of the role.
✨Showcase Your Client Management Skills
Since this role involves liaising with high-net-worth clients and various professionals, think of examples where you've successfully built and maintained client relationships. Highlight your communication skills and how you’ve handled challenging situations with tact and professionalism.
✨Understand the Tax Landscape
Brush up on your knowledge of Inheritance Tax, Capital Gains Tax, and Income Tax matters. Be ready to discuss how these taxes impact trust management and any strategies you've implemented to optimise tax efficiency for your clients.
✨Demonstrate Your Team Spirit
This position is within a collaborative culture, so be prepared to talk about your experience working in teams. Share examples of how you've contributed to team success and supported colleagues, especially in complex projects or during busy periods.
