Senior Trust Manager: Complex Portfolios, Hybrid

G2 Legal Limited; Dundee; Hybrid; GBP 65.000 - 85.000; Vollzeit

Benefits dieser Stelle

39 days annual leave

Hybrid working

Private medical insurance

Pension

Life assurance

High-quality trust work

Training and accreditations

Zusammenfassung

G2 Legal Limited seeks a Trust Manager in Dundee to lead a portfolio of trusts, handling administration, compliance, tax advice and accounts. You’ll advise on setting up and winding up trusts and act as the main client contact, coordinating trustee meetings and liaising with intermediaries to deliver a joined-up service.

You will mentor junior colleagues and contribute ideas to enhance the firm’s trust services, with a collaborative, growth-focused environment.

Qualifikationen

• Experience managing trusts, including complex or high-value portfolios.
• Sound knowledge of trust law and taxation (Income Tax, IHT and CGT).
• Clear communicator with a calm, considered approach.
• Ownership of a varied workload with excellent attention to detail.
• Holds or is working towards STEP or ATT qualification (desirable).

Aufgaben

• Run your own portfolio of trusts, leading on administration, compliance, tax advice and accounts.
• Advise on setting up and winding up trusts.
• Act as a key contact for clients and beneficiaries; conduct trustee meetings; work with intermediaries to deliver a joined-up service.
• Mentor junior colleagues and contribute ideas to improve the firm's trust services.

Kenntnisse

Trust management

Trust law

Taxation

Communication

Attention to detail

STEP/ATT desirable

Jobbeschreibung

G2 Legal Limited seeks a Trust Manager in Dundee to lead a portfolio of trusts, handling administration, compliance, tax advice and accounts. You’ll advise on setting up and winding up trusts and act as the main client contact, coordinating trustee meetings and liaising with intermediaries to deliver a joined-up service.

You will mentor junior colleagues and contribute ideas to enhance the firm’s trust services, with a collaborative, growth-focused environment.