At a Glance
- Tasks: Manage your own portfolio of trusts and build strong client relationships.
- Company: Join a highly regarded Private Client team with a supportive culture.
- Benefits: Competitive salary, generous benefits, and flexible working options.
- Other info: Opportunity to mentor colleagues and develop your skills in a dynamic environment.
- Why this job: Take ownership of your work while being part of an experienced team.
- Qualifications: Experience in trust management and a good understanding of trust law.
The predicted salary is between 49500 - 60500 £ per year.
For someone who enjoys the more complex side of trust work, likes building strong relationships with clients and would welcome the opportunity to share their knowledge and experience with others, this could be a really interesting next step.
This is an opportunity to join an established and highly regarded Private Client team where you will have the freedom to manage your own portfolio of trusts, including private family and charitable trusts, whilst working alongside experienced and supportive colleagues.
The work is interesting and varied, and you will take responsibility for all aspects of trust administration, compliance, taxation and accounts, including complex and high-value trusts.
You will work closely with clients, trustees and beneficiaries, many of whom will be dealing with sensitive family and financial matters, so being able to build relationships and explain complex issues clearly and compassionately is important.
As well as managing your own workload, you will have the opportunity to support and mentor less experienced colleagues, sharing your knowledge and playing a part in the continued development of the team.
Ideally, you will already have experience managing a portfolio of trusts, including some complex or high-value matters, and have a good understanding of trust law, Income Tax, Inheritance Tax, Capital Gains Tax and the associated compliance requirements.
You will be someone who is highly organised, confident dealing directly with clients and able to explain what can often be quite complex matters in a clear and straightforward way.
Experience of arranging and attending trustee meetings would be beneficial, as would STEP or ATT qualifications, although these are not essential.
What I particularly like about this opportunity is that it offers the chance to take real ownership of your work whilst still having the support of an experienced team around you.
A competitive salary, very generous benefits package and flexibility are all on offer.
This role can be based in the central belt or Tayside.
Trust Manager employer: QED Legal
Join an esteemed international law firm in Leeds, where you will thrive in a dynamic work culture that values collaboration and professional growth. With a robust client base and a steady flow of high-profile M&A deals, you'll have the opportunity to develop your skills while mentoring junior lawyers and expanding your practice. The firm offers unique benefits such as genuine international exposure through secondments, making it an exceptional place for ambitious corporate lawyers seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Manager
✨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.
✨Connect on Professional Platforms
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 QED Legal. 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
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 QED Legal.
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 QED Legal'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 QED Legal
✨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 QED Legal.
✨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 QED Legal 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 QED Legal 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.
