NEW ROLE - Trust Manager for leading Private Wealth Firm

Segal Placements; United Kingdom; On-site; GBP 45,000 - 60,000; Full time

Job summary

A leading private client law firm is creating a new Trust Manager role within their Private Wealth team to enhance trust administration services. This position offers the opportunity to manage a varied portfolio of UK trusts and work closely with expert lawyers. Ideal candidates will possess strong organizational skills and a law or accountancy background, with knowledge of trust structures and client care.

Qualifications

• Experience in trust management within a law or accountancy firm.
• Familiarity with trust taxation and compliance.
• Knowledge of landed estates and investment portfolios.

Responsibilities

• Manage and administer a diverse portfolio of UK trusts.
• Liaise with trustees and beneficiaries during trust administration.
• Ensure accurate maintenance of trust records and compliance.

Skills

Organisation

Attention to Detail

Interpersonal Skills

Client Care

Education

Background in Law or Accountancy

STEP Qualification (desirable)

Job description

We are pleased to be assistinga 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 [e-mail]