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- Tasks: Manage trust and charity administration while supporting the Private Client Team.
- Company: Join a supportive business in Edinburgh that values flexibility and development.
- Benefits: Enjoy hybrid working, a salary of £40k-£50k, and a comprehensive benefits package.
- Why this job: Be part of a dynamic team with opportunities for career growth and professional development.
- Qualifications: Experience as a Trust Manager or similar role is essential; strong interpersonal skills are a plus.
- Other info: Open to all qualified applicants, promoting diversity and inclusion.
The predicted salary is between 32000 - 40000 £ per year.
Search are supporting the recruitment of a Trust Manager to join our client's Edinburgh office with hybrid & flexible working. Joining the Private Client team, you will be responsible for managing trust and charity administration to support the workload of the Private Client Team efficiently. If you're an experienced Trust Manager looking to join a supportive business that values flexibility and development, you would be encouraged to apply.
Your key responsibilities will include:
- Maintain and update trust records.
- Communicate with trustees and beneficiaries, providing advice and executing instructions.
- Coordinate with professional intermediaries on client accounts.
- Ensure compliance with trust deeds.
- Apply knowledge of Income and Capital Gains Tax in trust administration.
- Advise on the setup, management, and termination of trusts.
- Manage trust finances, including disbursements and payments.
- Handle Trust Registration and relevant reporting.
- Ensure compliance with legislation and reporting requirements.
- Manage Inheritance Tax and prepare necessary forms.
- Draft Deeds, Trustee Minutes, and Resolutions.
- Review and maintain trust and compliance records.
- Oversee Anti-Money Laundering (AML) processes.
Skills and experience that will benefit your application:
- Experience as a Trust Manager or similar role.
- Ability to support and manage colleagues when required.
- Highly motivated team player with the ability to prioritise a high-volume workload.
- Strong interpersonal skills, comfortable engaging internal and external stakeholders.
- Proficiency in Microsoft Office packages.
What's in it for you:
- A salary range of 40k-50k, depending on experience.
- Hybrid and flexible working options, with part-time hours considered.
- Comprehensive benefits package.
- Opportunities for career and professional development.
If you'd like to apply or find out more, please submit your CV at the earliest opportunity.
Trust Manager employer: Search
Contact Detail:
Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Manager
✨Tip Number 1
Familiarise yourself with the latest regulations and compliance requirements related to trust management. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 2
Network with professionals in the private client sector, especially those who work in trust management. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture at StudySmarter.
✨Tip Number 3
Prepare to discuss specific examples from your previous experience that showcase your ability to manage trust finances and compliance effectively. Highlighting your problem-solving skills in real scenarios can set you apart from other candidates.
✨Tip Number 4
Showcase your interpersonal skills by preparing to discuss how you've successfully communicated with trustees and beneficiaries in the past. Being able to articulate your approach to stakeholder engagement will be crucial for this role.
We think you need these skills to ace Trust Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Trust Manager or in a similar role. Emphasise your skills in managing trust records, compliance, and communication with stakeholders, as these are key responsibilities for the position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for applying and how your experience aligns with the job requirements. Mention your ability to manage high-volume workloads and your proficiency in Microsoft Office, as these are important for the role.
Highlight Relevant Experience: In your application, be sure to detail specific examples of your past work that demonstrate your knowledge of trust administration, tax compliance, and your ability to support colleagues. This will help you stand out as a candidate.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Trust Manager role.
How to prepare for a job interview at Search
✨Know Your Trusts
Make sure you have a solid understanding of trust administration, including the specifics of Income and Capital Gains Tax. Be prepared to discuss your experience managing trusts and how you've ensured compliance with trust deeds in previous roles.
✨Showcase Your Communication Skills
As a Trust Manager, you'll need to communicate effectively with trustees and beneficiaries. Prepare examples of how you've successfully engaged with stakeholders in the past, highlighting your interpersonal skills and ability to provide clear advice.
✨Demonstrate Team Leadership
Since the role involves supporting and managing colleagues, think of instances where you've taken the lead or helped team members. Be ready to discuss how you prioritise workloads and foster a collaborative environment.
✨Familiarise Yourself with Compliance
Understanding legislation and reporting requirements is crucial for this role. Brush up on Anti-Money Laundering processes and be prepared to discuss how you've handled compliance in your previous positions.
