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Trusts Manager

  • Location

    Bristol

  • Sector:

    Accounts

  • Contract Type:

    Permanent

  • Salary:

    £55,000 to £65,000

  • Contact:

    Will Langdon

  • Contact email:

    will@clark-wood.co.uk

  • Contact phone:

    07920 557121

  • Job ref:

    WL-18129

  • Published:

    5 days ago

  • Expiry date:

    2025-01-31

  • Consultant:

    Will Langdon

Trust Manager
Location: Bristol

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:

  • Trust Administration: Manage a portfolio of trusts, ensuring compliance with all legal and regulatory requirements.

  • Client Liaison: Serve as the primary contact for clients, providing regular updates and addressing inquiries efficiently.

  • Financial Management: Oversee the financial aspects of trusts, including preparing accounts, tax returns, and investment reviews.

  • Legal Compliance: Ensure all trust activities comply with relevant laws, trust deeds, wills, and governing documents.

  • Advisory Services: Offer expert advice on trust structuring, estate planning, and related matters to clients and colleagues.

  • Team Collaboration: Work closely with the private client team and other departments to ensure a seamless service for clients.

  • Professional Development: Stay informed of changes in trust law and participate in ongoing professional development opportunities.

Qualifications and Experience:

  • Minimum of 5 years' experience in trust management or a related field within legal or financial services.

  • Professional qualifications such as STEP (Society of Trust and Estate Practitioners) or equivalent.

  • 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: will@clark-wood.co.uk
Phone: 07775 038754
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