Current jobs related to Trust Manager - London, Greater London - VICTUS SEARCH


  • London, Greater London, United Kingdom Dogs Trust Full time

    About the RoleWe are seeking a highly skilled Trusts and Foundations Manager to join our Philanthropy team at Dogs Trust. As a key member of our team, you will play a pivotal role in shaping our future and securing new income streams to support our life-changing work for dogs across the UK and internationally.Key ResponsibilitiesDevelop and maintain a robust...


  • London, Greater London, United Kingdom Dogs Trust Full time

    About the RoleWe are seeking a highly skilled Trusts and Foundations Manager to join our Philanthropy team at Dogs Trust. As a key member of our team, you will play a pivotal role in shaping our future and securing new income streams to support our life-changing work for dogs across the UK and internationally.Key ResponsibilitiesDevelop and maintain a robust...


  • London, Greater London, United Kingdom Seashell Trust Full time

    About the RoleWe are seeking an experienced Fundraiser to join our team at Seashell Trust. As a Trusts and Philanthropy Fundraiser, you will play a key role in contributing to our ambitious plans to grow income over the next five years.Your primary responsibility will be to raise income in line with agreed personal and team fundraising targets. This will...


  • London, Greater London, United Kingdom Dogs Trust Full time

    About the RoleWe are seeking a highly experienced Trusts and Foundations Manager to join our Philanthropy team. As a key member of our team, you will be responsible for developing and executing a strategic approach to securing trusts and foundations funding, working closely with our senior leadership and teams across the organization.Key...

  • Trust Manager

    1 month ago


    London, Greater London, United Kingdom Service Care Solutions Ltd Full time

    {"title": "Trust Manager/Senior Manager", "description": "Job Title: Trust Manager/Senior ManagerJob Summary:We are seeking a highly skilled Trust Manager/Senior Manager to join our team at Service Care Solutions Ltd. The successful candidate will be responsible for managing a portfolio of UK resident and charitable trusts, ensuring key deadlines for annual...

  • Trust Manager

    1 month ago


    London, Greater London, United Kingdom Service Care Solutions Ltd Full time

    {"title": "Trust Manager/Senior Manager", "description": "Job Title: Trust Manager/Senior ManagerJob Summary:We are seeking a highly skilled Trust Manager/Senior Manager to join our team at Service Care Solutions Ltd. The successful candidate will be responsible for managing a portfolio of UK resident and charitable trusts, ensuring key deadlines for annual...

  • Trust Manager

    3 weeks ago


    London, Greater London, United Kingdom Howells Consulting Ltd Full time

    Trust Manager Job DescriptionWe are seeking an experienced Trust Manager to join our Private Client team at Howells Consulting Ltd. The successful candidate will be responsible for overseeing a portfolio of trusts, their accounts, tax returns, and ongoing administration.This is a client and third-party facing role, requiring excellent communications and...

  • Trust Manager

    3 weeks ago


    London, Greater London, United Kingdom Howells Consulting Ltd Full time

    Trust Manager Job DescriptionWe are seeking an experienced Trust Manager to join our Private Client team at Howells Consulting Ltd. The successful candidate will be responsible for overseeing a portfolio of trusts, their accounts, tax returns, and ongoing administration.This is a client and third-party facing role, requiring excellent communications and...

  • Trust Manager

    4 weeks ago


    London, Greater London, United Kingdom Pro-Tax Recruitment Full time

    Trust Manager OpportunityWe are seeking a highly skilled Trust Manager to join our team at a leading top 30 accountancy practice in the UK. As a key member of the Trust team, you will be responsible for a varied portfolio including charitable trusts.Key Responsibilities:Manage a portfolio of trusts, including charitable trustsWork closely with the Partners...

  • Trust Manager

    4 weeks ago


    London, Greater London, United Kingdom Pro-Tax Recruitment Full time

    Trust Manager OpportunityWe are seeking a highly skilled Trust Manager to join our team at a leading top 30 accountancy practice in the UK. As a key member of the Trust team, you will be responsible for a varied portfolio including charitable trusts.Key Responsibilities:Manage a portfolio of trusts, including charitable trustsWork closely with the Partners...

  • Trust Manager

    2 weeks ago


    London, Greater London, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

    About the Role:Our client, a leading top 30 accountancy practice in the UK, is seeking a skilled Trust Manager to join their team in London. As a key member of the Trust team, you will be responsible for managing a varied portfolio of charitable trusts.Responsibilities:Manage a portfolio of charitable trusts, ensuring compliance with relevant laws and...

  • Trust Manager

    1 month ago


    London, Greater London, United Kingdom Service Care Solutions - Legal Full time

    Trust Manager/Senior Manager Service Care Solutions - Legal is seeking a highly skilled Trust Manager/Senior Manager to join our team on a permanent basis. As a key member of our Trust Team, you will report directly to Directors and Partners and be responsible for an interesting and varied portfolio of UK resident and charitable trusts. Main...

  • Trust Manager

    1 month ago


    London, Greater London, United Kingdom Service Care Solutions - Legal Full time

    {"title": "Trust Manager/Senior Manager", "description": "Job DescriptionService Care Solutions - Legal is currently recruiting on behalf of a Top 50 Chartered Accountancy in London for a Trust Manager/Senior Manager to join the team on a permanent basis.The firm is looking for someone to become a key member of our Trust Team, reporting directly to Directors...

  • Trust Manager

    1 month ago


    London, Greater London, United Kingdom Service Care Solutions - Legal Full time

    {"title": "Trust Manager/Senior Manager", "description": "Job DescriptionService Care Solutions - Legal is currently recruiting on behalf of a Top 50 Chartered Accountancy in London for a Trust Manager/Senior Manager to join the team on a permanent basis.The firm is looking for someone to become a key member of our Trust Team, reporting directly to Directors...

  • Trust Manager

    1 month ago


    London, Greater London, United Kingdom Service Care Solutions - Legal Full time

    {"title": "Trust Manager/Senior Manager", "description": "Job DescriptionService Care Solutions - Legal is currently recruiting on behalf of a Top 50 Chartered Accountancy in London for a Trust Manager/Senior Manager to join the team on a permanent basis.The firm are looking for someone to become a key member of our Trust Team, reporting directly to...

  • Trust Manager

    3 weeks ago


    London, Greater London, United Kingdom Pro-Tax Recruitment Full time

    Trust Manager OpportunityWe are seeking a highly skilled Trust Manager to join our team at a leading top 30 accountancy practice in the UK. As a key member of the Trust team, you will be responsible for a varied portfolio including charitable trusts.Key Responsibilities:Manage a portfolio of trusts, including charitable trustsWork closely with the Partners...

  • Trust Manager

    3 weeks ago


    London, Greater London, United Kingdom Pro-Tax Recruitment Full time

    Trust Manager OpportunityWe are seeking a highly skilled Trust Manager to join our team at a leading top 30 accountancy practice in the UK. As a key member of the Trust team, you will be responsible for a varied portfolio including charitable trusts.Key Responsibilities:Manage a portfolio of trusts, including charitable trustsWork closely with the Partners...

  • Trusts Manager

    3 weeks ago


    London, Greater London, United Kingdom JMC Legal Recruitment Full time

    About the FirmThis Top 50 firm is a leader in gender diversity, with a significant percentage of female partners, and has made strides in enhancing maternity leave and providing additional support for families. The firm is a leader in gender diversity, with a significant percentage of female partners, and has made strides in enhancing maternity leave and...

  • Trusts Manager

    3 weeks ago


    London, Greater London, United Kingdom JMC Legal Recruitment Full time

    About the FirmThis Top 50 firm is a leader in gender diversity, with a significant percentage of female partners, and has made strides in enhancing maternity leave and providing additional support for families. The firm is a leader in gender diversity, with a significant percentage of female partners, and has made strides in enhancing maternity leave and...

  • Trust Manager

    1 month ago


    London, Greater London, United Kingdom Service Care Legal Full time

    Trust Manager/Senior ManagerLocation: LondonContract: PermanentSalary: £60,000 - £85,000 per annum (dependent on experience)Start Date: Flexible*Hybrid Working*Job DescriptionService Care Solutions are currently recruiting on behalf of a Top 50 Chartered Accountancy in London for a Trust Manager/Senior Manager to join the team on a permanent basis. The...

Trust Manager

2 months ago


London, Greater London, United Kingdom VICTUS SEARCH Full time
About the Role

VICTUS SEARCH is seeking an experienced Trust Manager to join our team. As a Trust Manager, you will be responsible for managing a diverse portfolio of trusts and entities, ensuring compliance with regulatory requirements, and providing expert guidance on tax efficiencies for high-net-worth clients.

Key Responsibilities
  • Trust Portfolio Management: Manage a portfolio of trusts, including UK, offshore, and charitable trusts, ensuring compliance with regulatory requirements.
  • Client Liaison: Liaise with clients, their professional advisers, and other stakeholders to ensure the smooth operation of trust entities.
  • Trust Administration: Conduct periodic reviews of client files, investment performance, and trust operations, and prepare trust accounts, tax returns, and financial statements.
  • Compliance and Risk Management: Ensure compliance with relevant regulations, including CRS, FATCA, Economic Substance, BO Registers, Trust Registers, and AML, and identify and mitigate potential risks.
  • Tax Efficiency: Liaise with tax authorities (e.g., HMRC, IRS) and work towards tax efficiencies for UK-domiciled clients, focusing on inheritance tax (IHT), capital gains tax (CGT), and other relevant areas.
  • Document Preparation: Prepare and review trust-related documents, including minutes, resolutions, and other legal documents.
  • Record Keeping: Maintain accurate and up-to-date records of trust activities, ensuring that all necessary documentation is in place and compliant with regulatory standards.
  • Client Relationship Management: Maintain and strengthen client relationships through regular communication, meetings, and by addressing any concerns or issues that arise.
  • Collaboration: Work closely with investment managers, lawyers, corporate trustees, and other professionals to ensure seamless trust administration.
Requirements
  • Experience: Relevant demonstrable experience gained within trust and probate professional services, with a proven track record in managing high-net-worth client portfolios.
  • Qualifications: Formal qualifications are not necessarily required, but CTA or STEP is considered a bonus.
  • Skills: Strong understanding of UK and offshore trust structures, tax implications, and regulatory compliance requirements, excellent communication and interpersonal skills, and the ability to manage client relationships effectively.