At a Glance
- Tasks: Manage diverse trust portfolios and ensure smooth day-to-day operations.
- Company: Join a leading Private Client Legal team focused on client satisfaction.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity for career growth in a dynamic legal environment.
- Why this job: Gain hands-on experience in trust administration and build valuable client relationships.
- Qualifications: 2+ years in UK trust administration or related fields preferred.
The predicted salary is between 40000 - 50000 € 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.
- Financial management: 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 Leeds employer: The Progeny Group Limited
Join our dynamic Private Client Legal team as a Trust Manager, where you will thrive in a supportive and collaborative work environment that prioritises professional growth and client satisfaction. With a strong focus on compliance and governance, we offer comprehensive training and development opportunities to enhance your expertise in trust administration while fostering meaningful relationships with clients and colleagues. Located in a vibrant area, our company promotes a healthy work-life balance and values the contributions of every team member, making it an exceptional place to build your career.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Manager in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the hunt for a Trust Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of UK trust law and compliance. We recommend practising common interview questions and scenarios related to trust administration so you can showcase your expertise and confidence when it counts.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your appreciation and keeping you top of mind. It’s also a great chance to reiterate your enthusiasm for the role and the team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got all the latest openings, and applying directly can sometimes give you a better shot at landing that Trust Manager position. Plus, it shows you’re genuinely interested in joining our team!
We think you need these skills to ace Trust Manager in Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in UK trust administration and any relevant qualifications to show us you’re the right fit for the Trust Manager role.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about trust management. Share specific examples of how you've successfully managed trusts or built client relationships, so we can see your proactive approach in action.
Showcase Your Attention to Detail:Since this role requires a keen eye for detail, make sure your application is free from typos and errors. We want to see that you can maintain high standards in your written communication right from the start!
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the Trust Manager position as soon as possible!
How to prepare for a job interview at The Progeny Group Limited
✨Know Your Trusts
Make sure you brush up on your knowledge of UK trust law and taxation. Be prepared to discuss specific regulations like the Trustee Act and IHT, as well as how they apply to real-life scenarios. This will show that you're not just familiar with the theory but can also apply it practically.
✨Demonstrate Attention to Detail
As a Trust Manager, attention to detail is crucial. During the interview, highlight examples from your past experience where your meticulousness made a difference. Whether it was ensuring compliance or managing financial records, concrete examples will help illustrate your capabilities.
✨Showcase Your Client Relationship Skills
Building strong relationships is key in this role. Prepare to share instances where you've successfully managed client communications or resolved issues. Emphasise your ability to explain complex matters clearly, as this will resonate well with the interviewers.
✨Prepare for Scenario Questions
Expect scenario-based questions that test your problem-solving skills in trust administration. Think about potential challenges you might face in managing trusts and how you would address them. This will demonstrate your proactive approach and readiness for the role.
