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 growth and technical progression.
- Why this job: Be part of a respected team and make a real impact in Private Wealth.
- 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 Warrington employer: Office Collective
Join a leading national law firm renowned for its award-winning Private Wealth team in Manchester, where you will thrive in a supportive and collaborative culture. With a strong 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 flexibility of hybrid working. Embrace the opportunity to become a trusted adviser in a dynamic environment that values technical excellence and invests in its people.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Manager – Private Wealth in Warrington
✨Tip Number 1
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. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers or during interviews, make sure to highlight your experience in trust administration and taxation. Share specific examples of how you've successfully managed client portfolios or navigated complex tax issues.
✨Tip Number 3
Prepare for those tricky questions! Brush up on common interview questions related to trust management and client relationship building. Think about how you can demonstrate your strong organisational skills and attention to detail through real-life scenarios.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got some fantastic opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it shows you’re genuinely interested in being part of our award-winning team!
We think you need these skills to ace Trust Manager – Private Wealth in Warrington
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 your STEP diploma, and how you can contribute to our clients' success.
Showcase Your Communication Skills:As a Trust Manager, you'll need to build strong relationships with clients and colleagues. In your application, demonstrate your excellent communication skills by using clear and concise language. We love candidates who can convey complex information in an easy-to-understand way!
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 upload your tailored CV and cover letter in one go. Plus, it shows us you’re serious about 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.
✨Build Rapport with Your Interviewers
Since client relationship management is key for this role, show your interpersonal skills during the interview. Engage with your interviewers, ask them questions about their experiences, and share your own insights. This will help you come across as a personable candidate who can build strong relationships.
✨Prepare for Technical Questions
Expect to face technical questions related to inheritance tax, capital gains tax, and trust accounts. Review common scenarios and be ready to explain how you would handle them. This will showcase your problem-solving abilities and your understanding of the complexities involved in trust management.
✨Show Your Proactive Approach
Highlight instances where you've identified opportunities for tax planning or succession strategies in your previous roles. Discuss how you took the initiative to implement these strategies, as this will reflect your proactive mindset and commercial approach to client service, which is highly valued in this position.
