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- Tasks: Manage a diverse portfolio of UK trusts and ensure high standards in trust administration.
- Company: Join a leading private client law firm known for bespoke legal and wealth management services.
- Benefits: Be part of a progressive team that values expertise and invests in your growth.
- Why this job: Shape a new role while working with high-net-worth clients on complex matters.
- Qualifications: Ideal candidates have a background in law or accountancy and knowledge of trust structures.
- Other info: This is a unique opportunity to centralise trust management in a supportive environment.
The predicted salary is between 43200 - 72000 £ per year.
We are pleased to be assisting a leading private client law firm with an outstanding reputation for delivering bespoke legal and wealth management services to individuals, families, and trustees. Their Private Wealth team advises high-net-worth clients on a broad range of matters including estate planning, trusts, and landed estates.
Due to significant growth and increasing demand, They are creating their first dedicated Trust Manager role – a key appointment that will transform the way that they deliver trust administration and support to their clients.
The Role : As the inaugural Trust Manager, you will work closely with their expert Private Wealth lawyers to manage a varied portfolio of trusts. The role has arisen as trust management work has expanded considerably, and is currently being managed by the wider team. They are now seeking a dedicated professional to centralise and oversee this area of their practice, ensuring consistently high standards and efficient service delivery.
You will be responsible for:
- Day-to-day management and administration of a portfolio of UK trusts
- Liaising with trustees, beneficiaries, investment managers and accountants
- Coordinating trust accounting, including income distributions, tax returns and compliance
- Overseeing assets within trusts, including landed estate property and share portfolios
- Maintaining accurate and up-to-date trust records
- Supporting the Private Wealth team on ad hoc matters relating to trusts and estates
About You: Our client is looking for a highly organised, proactive individual with strong attention to detail and excellent interpersonal skills. The ideal candidate will have a background in either law or accountancy, with a good working knowledge of trust structures and their administration.
They are particularly interested in candidates with:
- Experience in trust management, ideally within a law firm, accountancy firm or private client environment
- Familiarity with landed estates, property assets and investment portfolios
- A working understanding of trust taxation and compliance
- STEP qualification (or working towards it) – desirable but not essential
- Strong client care skills and a collaborative working style
This is an exciting opportunity to shape a new role within a progressive and supportive team. You’ll be part of a firm that values expertise, invests in its people, and provides high-quality advice to some of the UK’s most interesting and complex clients.
For more information on this and other roles, contact us on 0203 930 1003 or email
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NEW ROLE - Trust Manager for leading Private Wealth Firm employer: Segal Placements
Contact Detail:
Segal Placements Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land NEW ROLE - Trust Manager for leading Private Wealth Firm
✨Tip Number 1
Network with professionals in the private wealth and trust management sectors. Attend industry events or join relevant online forums to connect with individuals who can provide insights or even refer you to opportunities within firms like ours.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in trust management and estate planning. This knowledge will not only enhance your understanding but also demonstrate your commitment to staying informed, which is crucial for a role like Trust Manager.
✨Tip Number 3
Consider reaching out to current or former employees of our firm or similar organisations. They can provide valuable insights into the company culture and expectations, helping you tailor your approach when applying for the Trust Manager position.
✨Tip Number 4
Prepare to discuss specific examples from your past experience that highlight your organisational skills and attention to detail. Being able to articulate how you've successfully managed trust portfolios or collaborated with clients will set you apart during interviews.
We think you need these skills to ace NEW ROLE - Trust Manager for leading Private Wealth Firm
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in trust management, law, or accountancy. Emphasise any specific roles or projects that demonstrate your understanding of trust structures and administration.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the firm. Mention your organisational skills, attention to detail, and any relevant qualifications like STEP. Explain how your background aligns with the responsibilities of the Trust Manager position.
Highlight Relevant Skills: In your application, focus on your interpersonal skills and client care abilities. Provide examples of how you've successfully liaised with clients or managed complex portfolios in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial for the Trust Manager role.
How to prepare for a job interview at Segal Placements
✨Understand Trust Management Basics
Make sure you have a solid grasp of trust management principles and practices. Familiarise yourself with the specific responsibilities of a Trust Manager, including trust accounting and compliance, as this will demonstrate your readiness for the role.
✨Showcase Your Interpersonal Skills
Since the role involves liaising with various stakeholders like trustees and beneficiaries, be prepared to discuss your interpersonal skills. Share examples of how you've effectively communicated and collaborated in previous roles, highlighting your client care abilities.
✨Demonstrate Attention to Detail
Attention to detail is crucial in trust management. During the interview, provide examples of how you've maintained accurate records or managed complex portfolios. This will help illustrate your organisational skills and commitment to high standards.
✨Research the Firm's Values and Culture
Take the time to understand the firm's reputation and values. Be ready to discuss how your personal values align with theirs, especially regarding their commitment to providing high-quality advice and investing in their people.
