Trust Manager — Complex Trusts & Advisory (Hybrid)

G2 Legal Limited; Glasgow; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Private medical insurance

Contributory pension

Hybrid working

Training and accreditation support

Job summary

G2 Legal Limited is seeking an experienced Trust Manager to lead a portfolio of trusts in Glasgow. You will advise on establishment, day-to-day management, compliance, tax and accounts, and winding up, acting as the main client contact with discretion on sensitive family and financial matters.

You will arrange trustee meetings, work with intermediaries and other professionals, and support the development of junior colleagues in a collaborative, ambitious Private Client team.

Qualifications

• Experience managing a portfolio of trusts, including complex or high-value matters.
• Sound knowledge of trust law and taxation (Income Tax, IHT, CGT).
• Ability to explain complex matters clearly to clients and beneficiaries.
• Strong organisational skills and attention to detail.
• STEP or ATT qualification is desirable but not essential.

Responsibilities

• Lead on administration of trusts including establishment, ongoing management, compliance, tax and accounts, and winding up.
• Act as main point of contact for clients and beneficiaries with discretion on sensitive matters.
• Arrange and conduct trustee meetings and coordinate with intermediaries and professionals.
• Support development of junior colleagues and share knowledge.

Skills

Portfolio management

Trust law

Taxation

Client communication

Attention to detail

Education

STEP or ATT qualification

Job description

G2 Legal Limited is seeking an experienced Trust Manager to lead a portfolio of trusts in Glasgow. You will advise on establishment, day-to-day management, compliance, tax and accounts, and winding up, acting as the main client contact with discretion on sensitive family and financial matters.

You will arrange trustee meetings, work with intermediaries and other professionals, and support the development of junior colleagues in a collaborative, ambitious Private Client team.