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Trust manager
Job Posted: 2 days ago
Salary: £ 40,000 - 60,000 / Annum
Job Type: Permanent
Location: Orpington
Expire in: a month
Job Description
An excellent opportunity has arisen for an experienced Trust Manager to join a prestigious Legal 500 firm in Kent. This well-established, leading firm is known for its outstanding private client services and supportive team environment.
The Opportunity We are seeking a Trust Manager with at least 5 years of experience in trust administration or private client services. You must have a solid technical understanding of:
UK trust law
Inheritance tax
Capital gains tax
Income tax as they apply to trusts
The successful Trust Manager will be client-focused, professional, highly organised, and an excellent team player who can confidently manage complex trust matters with minimal supervision.
As a Trust Manager, you will play a key role in delivering exceptional service to clients and ensuring full legal and regulatory compliance. This is a fantastic opportunity for a Trust Manager looking to join a supportive, collaborative team with access to high-quality work.
About the Team You will be joining a highly regarded Estate Administration Department, specialising in:
Trust administration
Wills and probate
Lasting Powers of Attorney
The team works with a partner-led, flexible structure that ensures appropriate work allocation and provides strong support for professional growth.
Key Responsibilities As a Trust Manager, you will:
Manage a portfolio of UK trusts, including discretionary, life interest, personal injury, and vulnerable persons trusts.
Act as the primary point of contact for clients, beneficiaries, solicitors, tax adivsors, and investment managers.
Ensure full compliance with all relevant UK legislation, including HMRC, FATCA, CRS, and the Trust Registration Service.
Prepare annual trust accounts, tax returns, and related documentation in collaboration with tax specialists.
Lead trust distributions, trustee meetings, trust reviews, and oversee investment monitoring.
Provide expert advice on trust structuring, succession planning, and associated tax implications.
Stay up to date with developments in UK trust law, tax regulations, and industry best practices.
Support and supervise junior trust officers and administrators.
Provide regular updates to senior management and partners regarding portfolio performance and risk management.
Kent based job role (Hybrid working available after probation)
Earning opportunity of (£40,000-£60,000) dependant on experience
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