Trust Manager – Private Clients

Overview

In this Trust Manager role, you will oversee a diverse client portfolio within the Private Client team, ensuring timely compliance and delivering high-quality technical support. You will partner with partners and colleagues to advise on Trusts, Estates and HNWIs, while contributing to advisory projects such as estate administration. The role sits in a well‑established, growth‑minded team with clear progression opportunities. You’ll stay current on trust developments and help evolve the Private Client offering. This is a chance to shape a high‑quality, varied portfolio within a collaborative, ambitious firm.

Responsibilities

• Manage a diverse portfolio of clients and ensure compliance deadlines are met
• Provide top-tier technical support on trusts and estate issues
• Collaborate with partners and colleagues to deliver advice to Trustees, Estates and HNWIs
• Assist with advisory projects including estate administration
• Stay updated on developments in the trust arena and contribute to team development

Key requirements

• demonstrable experience advising trustees
• excellent knowledge of trust compliance
• strong communication skills
• onshore trusts experience required; offshore experience advantageous
• probate experience desirable but not essential
• qualifications: CTA, STEP, or CILEX preferred; Qualified by Experience (QBE) considered

• strong communication
• detail-oriented
• ability to manage multiple priorities
• trust compliance
• estate administration
• onshore trusts

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