Trust Portfolio Manager

2 days ago


Hereford, Herefordshire, United Kingdom Austen Lloyd Legal Recruitment Full time
Job Description

**Competitive Salary:** £50,000 - £65,000 per annum, depending on experience.

Our client, a reputable Legal 500 law firm in Hertfordshire, is seeking an experienced Trust Manager to join their Private Client team. This role offers the opportunity to work with a well-established firm on a varied portfolio of trusts.

The Role:

  • You will manage a diverse range of trusts, ensuring compliance with legal and tax requirements and providing clear advice to stakeholders. Collaboration with the Private Client team on estate planning and related matters is a key aspect of this position.

Key Responsibilities:

  • Administering trusts, including discretionary, life interest, and charitable trusts.
  • Preparing trust accounts, tax returns, and compliance documentation.
  • Liaising with beneficiaries and trustees.
  • Assisting with estate planning.
  • Keeping updated on changes in trust law and taxation.

Requirements:

  • Minimum 4 years' experience
  • STEP qualification (or working towards) preferred
  • Strong knowledge of trust and estate taxation
  • Excellent communication and organizational skills
  • Proactive and collaborative approach

What's on Offer:

  • Flexible working options
  • Career progression opportunities
  • Supportive and inclusive environment

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