Trust Manager
- Location
- England, Gloucestershire, Cheltenham
- Salary
- £40000 - £60000 per annum
- Posted
- 17 Sep 2018
- Closes
- 15 Oct 2018
- Ref
- SBJ282022
- Contact
- Sarah Boxall
- Job Title
- Paralegal
- Practice Area
- Trusts/Investments/Funds
- Contract Type
- Permanent
- Hours
- Full Time
Our client is one of the region's most highly respected Legal 500 firms; they are looking to appoint a Trust Manager to supervise a team within their Private Client Division in Cheltenham. The role includes the management of a caseload of UK Trust clients and some personal wealth clients. It will include:
- Reviewing and interpreting trust deeds and related documentation
- Activating investment reviews
- Monitoring the performance of investment portfolios
- Preparing and reviewing trustees' investment policy statements
- Dealing with distributions from trusts, both capital and discretionary income distributions
- Preparing for and attending trustees' meetings
- Overseeing and contributing towards the timely preparation of trust accounts and tax returns
- Calculating trustees' liabilities to IHT, CGT and Income Tax
Requirements:
- Excellent knowledge of Trust Law and ideally STEP qualified
- Experience working in a similar role, or looking to move up to a more senior role
For more information, please contact Sarah Boxall at Chadwick Nott.
Chadwick Nott Ltd is acting as an Employment Agency in relation to this vacancy.