At a Glance
- Tasks: Manage diverse trust portfolios and ensure smooth day-to-day administration.
- Company: Join a leading Private Client Legal team with a focus on client service.
- Benefits: Gain valuable experience, develop your skills, and build professional relationships.
- Other info: Opportunity for career growth in a supportive environment.
- Why this job: Be part of a dynamic team and make a real impact in trust management.
- Qualifications: 2+ years in UK trust administration and strong communication skills.
The predicted salary is between 35000 - 45000 £ per year.
We are seeking a detail-focused and client-driven Trust Manager to join our Private Client Legal team. This is an excellent opportunity for an organised and proactive individual to get involved in managing a diverse portfolio of trusts, working closely with experienced fee-earners. In this role, you will support the day-to-day administration of trusts, helping ensure everything runs smoothly and is delivered to a high standard. You will be involved across the full trust lifecycle, from core administration through to governance and financial management, making sure work is completed accurately and on time. You will also play an important role in keeping everything compliant with UK legislation, tax requirements, and professional standards. Alongside this, you’ll have the chance to build relationships with clients and colleagues, develop your technical knowledge, and become a trusted part of the team.
Key responsibilities include:
- Trust setup and lifecycle administration: Prepare and execute trust deeds and other documents and liaise with clients, beneficiaries, trustees, and third parties. Manage day-to-day administration of trusts, including distributions, capital and income accounts, and record-keeping.
- Compliance and governance: Ensure trust activities comply with relevant legislation (including the Trustee Act, CGT, IHT, and anti-money laundering standards). Maintain accurate regulatory and internal compliance records; support KYC/AML checks for new and ongoing matters. Assist with regulatory filings (e.g. Automatic Exchange of Information, FATCA/CRS and the Trust Registration Service), annual accounts, and tax-related reporting, including trust and estate tax returns and inheritance tax returns. Manage banking arrangements, liaising with investment managers, and cash flow forecasting for trust funds. Liaise with accountants and tax advisers to prepare and file trust tax returns, annual accounts, and statutory documents.
- Client service: Build and maintain strong working relationships with clients, beneficiaries, trustees, professional advisers, and internal teams. Provide timely, accurate, and clear communications on matters, including statutory deadlines, distributions, and administrative changes. Support client meetings, prepare agendas and meeting notes, and follow up on action items.
Our ideal person:
- A strong background in UK trust administration or related probate/estate management (2+ years preferred).
- Solid knowledge of UK trust law, taxation (IHT, CGT, income tax), and regulatory requirements.
- Experience with trust accounting, banking, investments, and financial reporting.
- Excellent organisational and project management skills with close attention to detail.
- Strong written and verbal communication, with the ability to explain complex matters clearly to clients.
We reserve the right to close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.
Trust Manager in Nottingham employer: Progeny
As a Trust Manager in our Private Client Legal team, you will thrive in a supportive and collaborative work environment that prioritises professional development and client satisfaction. Our commitment to employee growth is reflected in our comprehensive training programmes and opportunities for advancement, ensuring you can enhance your expertise in trust administration while building meaningful relationships with clients and colleagues. Located in a vibrant area, we offer a dynamic workplace culture that values integrity, compliance, and excellence, making us an exceptional employer for those seeking a rewarding career in the legal sector.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Manager in Nottingham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Progeny. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Trust Manager in Nottingham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Progeny.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Progeny's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Progeny
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Progeny.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Progeny will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Progeny employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
