Estate Planning and Trust Management Lead

19 hours ago


Guildford, Surrey, United Kingdom Henderson Scott Limited Full time
Job Description

The successful candidate will provide technical expertise across all areas of private client work, including estate planning, trust creation and management, inheritance tax, and estate administration. Key responsibilities include:

  • Client Service Excellence:
    • Offer expert guidance on complex estate planning, trust creation and management, inheritance tax, and estate administration.
  • Complex Case Management:
    • Handle intricate estate administration cases involving high-value assets, complex tax relief claims, and challenging family dynamics.
  • Strategic and Financial Oversight:
    • Assist with investment decisions, property sales, and distributions for estates and trusts in administration.
    • Support the department in achieving financial targets, KPIs, and business growth.
    • Provide strategic risk management advice for private client matters.
  • Leadership and Team Development:
    • Supervise and support team members, including monitoring workloads and KPIs.
    • Conduct appraisals and foster career development among junior staff.
  • Compliance and Risk Management:
    • Ensure all client matters adhere to regulatory and compliance standards, including AML and KYC requirements.
    • Oversee risk assessments for high-risk cases and promote best practices across the team.
  • Business Development:
    • Play an active role in developing and implementing the department's growth and marketing strategies.
    • Support private wealth PR campaigns and client relationship management.


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