Trusts Manager

Clark Wood; Bristol; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated Trust Manager to join their prestigious firm in Bristol. This exciting role involves managing a portfolio of trusts, ensuring compliance with legal standards, and providing expert advisory services on trust structuring and estate planning. The ideal candidate will have a minimum of five years of experience in trust management, along with relevant professional qualifications. Join a team committed to delivering exceptional legal services and enjoy a collaborative environment that fosters professional growth and development. This is a fantastic opportunity to make a significant impact in a respected firm.

Qualifications

• 5+ years' experience in trust management or related field.
• Professional qualifications such as STEP or equivalent required.

Responsibilities

• Manage a portfolio of trusts ensuring compliance with legal requirements.
• Serve as primary contact for clients and provide updates.

Skills

Trust Management

Client Liaison

Financial Management

Legal Compliance

Advisory Services

Team Collaboration

Education

Professional qualifications (STEP or equivalent)

5+ years' experience in trust management

Job description

Clark Wood is delighted to be partnering with a prestigious firm of solicitors in Bristol, renowned for delivering exceptional legal services to a broad client base. The firm is currently seeking a dedicated and experienced Trust Manager to join their team.

With a long-standing history of excellence, this firm is committed to providing top-tier advice and support across various legal matters, including trust and estate management.

Key Responsibilities:

1. Trust Administration: Manage a portfolio of trusts, ensuring compliance with all legal and regulatory requirements.
2. Client Liaison: Serve as the primary contact for clients, providing regular updates and addressing inquiries efficiently.
3. Financial Management: Oversee the financial aspects of trusts, including preparing accounts, tax returns, and investment reviews.
4. Legal Compliance: Ensure all trust activities comply with relevant laws, trust deeds, wills, and governing documents.
5. Advisory Services: Offer expert advice on trust structuring, estate planning, and related matters to clients and colleagues.
6. Team Collaboration: Work closely with the private client team and other departments to ensure a seamless service for clients.
7. Professional Development: Stay informed of changes in trust law and participate in ongoing professional development opportunities.

Qualifications and Experience:

1. Minimum of 5 years' experience in trust management or a related field within legal or financial services.
2. Professional qualifications such as STEP (Society of Trust and Estate Practitioners) or equivalent.
3. Strong knowledge of trust law, estate planning, and tax implications.

This is an exciting opportunity for a skilled professional to join a highly respected firm. If you’re interested in discussing this role further, please apply below or contact Will Langdon at Clark Wood:

Email: [e-mail]
Phone: [phone]