Lead Trust Manager – Hybrid, Generous Leave & Benefits

G2 Legal Limited; Perth; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid working

Private medical insurance

Income protection

39 days annual leave

Development support

Job summary

G2 Legal Limited is seeking an experienced Trust Manager to join its Trust Advisory and Compliance team in Perth. You will manage a diverse portfolio of trusts, provide day-to-day administration, and advise on regulatory compliance and taxation.

The role blends client relationship management with team leadership, offering scope to influence service development and career progression within a supportive, collaborative Scottish firm.

Qualifications

• Experience running a trust portfolio, including complex or high-value trusts.
• Sound knowledge of trust law, Income Tax, IHT and CGT.
• Discretion and empathy in handling sensitive client matters.
• Willingness to develop junior colleagues.
• Progress towards STEP or ATT qualification is desirable.

Responsibilities

• Manage a portfolio of trusts, advising on day-to-day administration, regulatory compliance and trust accounts.
• Advise on establishing and winding up trusts and maintain accurate records.
• Act as key contact for clients and beneficiaries; organise trustee meetings; liaise with intermediaries and the Private Client team.

Skills

Trust portfolio management

Client relationship management

Team leadership

Discretion & empathy

STEP/ATT (desirable)

Education

STEP or ATT qualification (desirable)

Job description

G2 Legal Limited is seeking an experienced Trust Manager to join its Trust Advisory and Compliance team in Perth. You will manage a diverse portfolio of trusts, provide day-to-day administration, and advise on regulatory compliance and taxation.

The role blends client relationship management with team leadership, offering scope to influence service development and career progression within a supportive, collaborative Scottish firm.