Senior Trusts Manager – Private Client Wealth

Clark Wood - Tax Recruitment; Greater London; On-site; GBP 125,000 - 150,000; Full time

Job summary

A leading recruitment agency is seeking a Trust Manager in London to manage a portfolio of trust clients. Responsibilities include overseeing trust administration, reviewing accounts, and assisting senior managers with advisory projects. The ideal candidate will have strong relevant experience in trust management and be committed to a career in this area. Opportunities for meaningful relationships with beneficiaries and advisors are key aspects of this role.

Qualifications

• Candidates must have relevant experience in trust management.
• Experience in organizing the delivery of work in trust administration.
• Strong commitment to a career in trusts.

Responsibilities

• Manage a portfolio of trust clients for high-net-worth individuals.
• Review accounts and tax returns prepared by the team.
• Oversee trust administration and preparation processes.
• Assist senior managers/partners with advisory work.
• Build relationships with trustees and beneficiaries.

Skills

Experience in managing a portfolio of trust clients

Strong problem-solving skills

Initiative

Job description

A leading recruitment agency is seeking a Trust Manager in London to manage a portfolio of trust clients. Responsibilities include overseeing trust administration, reviewing accounts, and assisting senior managers with advisory projects. The ideal candidate will have strong relevant experience in trust management and be committed to a career in this area. Opportunities for meaningful relationships with beneficiaries and advisors are key aspects of this role.