Trust and Probate Manager – Private Clients

PEM Cambridge; Cambridge; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Trust and Probate Manager to join their dynamic team. This role offers the opportunity to manage a diverse portfolio of clients, ensuring compliance and providing exceptional service to High Net Worth Individuals and their families. You will work closely with directors and partners, contributing to strategic goals while assisting with advisory projects and estate administration. If you are detail-oriented and passionate about developing team members, this position is perfect for you. Join a firm that values expertise and offers a supportive environment for professional growth.

Qualifications

• Demonstrable experience in trust and probate services is essential.
• Strong knowledge of personal and trust compliance is required.

Responsibilities

• Manage a diverse portfolio of clients ensuring compliance deadlines are met.
• Collaborate with partners to deliver exceptional service to Trusts and Estates.

Skills

Trust and Probate Services

Personal and Trust Compliance

Communication Skills

Detail-oriented

Education

CTA

STEP

CILEX

Job description

Trust and Probate Manager - Private Clients

Are you experienced in trust and probate services and looking for a new challenge? Join our team as a Trust and Probate Manager and work alongside directors and partners to achieve our firm’s strategic goals.

In this role, you’ll manage a diverse portfolio of clients, ensuring compliance deadlines are met and providing top-tier technical support. You’ll collaborate with partners and colleagues to deliver exceptional service to Trusts, Estates, and High Net Worth Individuals (HNWIs) and their families. Additionally, you’ll assist with advisory projects, estate administration, and client meetings, while staying updated on the latest developments in the Trust arena.

We seek someone with demonstrable experience in trust and probate services, excellent knowledge of personal and trust compliance, and strong communication skills. Experience with onshore trusts is essential, and offshore trust experience is a plus. While probate experience is desirable, it’s not essential. Formal qualifications like CTA, STEP, or CILEX are beneficial but not required.

If you’re detail-oriented, able to manage multiple priorities, and passionate about training and developing team members, we want to hear from you!