Trust Manager

G2 Legal Limited; City of Edinburgh; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid working

Professional development opportunities

Competitive benefits package

Job summary

G2 Legal Limited is seeking an experienced Trust Manager to join its Private Client team in Edinburgh. You will manage a portfolio of complex and high-value trusts, overseeing administration, taxation and regulatory compliance while nurturing client relationships.

The role offers hybrid working, a competitive benefits package and opportunities for professional development. You will work with trustees, clients and advisers to maintain accurate records and provide clear guidance.

Qualifications

• An experienced trust professional with a proven track record of managing a portfolio of trusts, ideally including complex or high-value matters.
• Strong knowledge of trust law, taxation and regulatory compliance.
• Excellent communication, organisational and client relationship skills.
• Experience administering trustee meetings and managing competing priorities.
• STEP or ATT qualifications would be advantageous but are not essential.

Responsibilities

• Manage a portfolio of private family and charitable trusts, overseeing day-to-day administration and regulatory compliance.
• Advise on trust establishment and winding up, maintaining accurate records and accounts.
• Apply knowledge of trust law and taxation, including Income Tax, Inheritance Tax (IHT) and Capital Gains Tax (CGT).
• Build strong relationships with trustees, clients and beneficiaries, providing clear and considered guidance.
• Arrange and conduct trustee meetings, collaborating with external advisers and colleagues across the Private Client team.
• Support junior colleagues and contribute to the development of the firm's trust services.

Skills

Trust administration

Taxation knowledge

Regulatory compliance

Client relationship management

Communication skills

Job description

Trust Manager

An established professional services firm is seeking an experienced Trust Manager in Edinburgh to join its Private Client team. This is an excellent opportunity for an experienced trust professional to manage a varied portfolio of complex and high-value trusts, covering trust administration, taxation, compliance and client relationships.

The Role

• Manage a portfolio of private family and charitable trusts, overseeing day-to-day administration and regulatory compliance
• Advise on trust establishment and winding up, maintaining accurate records and accounts
• Apply knowledge of trust law and taxation, including Income Tax, Inheritance Tax (IHT) and Capital Gains Tax (CGT)
• Build strong relationships with trustees, clients and beneficiaries, providing clear and considered guidance
• Arrange and conduct trustee meetings, collaborating with external advisers and colleagues across the Private Client team
• Support junior colleagues and contribute to the development of the firm's trust services

About You

• An experienced trust professional with a proven track record of managing a portfolio of trusts, ideally including complex or high-value matters
• Strong knowledge of trust law, taxation and regulatory compliance
• Excellent communication, organisational and client relationship skills
• Experience administering trustee meetings and managing competing priorities
• STEP or ATT qualifications would be advantageous but are not essential

The Opportunity

Join a collaborative Private Client team offering hybrid working, a competitive benefits package and opportunities for professional development. This role provides you with the opportunity to develop your expertise, take ownership of client relationships and contribute to the continued growth of the firm's trust services.

For a confidential discussion about this opportunity, please contact Melissa Tang at G2 Legal, or apply with an up-to-date CV.

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