Trusts Manager

Market Related
16 May 2024
13 Jun 2024
Jack Broadley
Job Title
Practice Manager
Contract Type
Full Time

A leading national firm in central Edinburgh has an attractive opportunity for a Trusts Manager to support their well know Private Client Team. You’ll join a firm that encourages, tracks and values its staff’s contributions.

Some of the Benefits 

  • Generous salary banding
  • 6% Pension
  • 25 – 30 statutory days holiday per year along with 9 public holidays
  • Purchase Holidays Scheme
  • Firm-wide Bonus Scheme
  • Critical Illness Cover
  • Hybrid working
  • Flexible Working Patterns
  • Cycle to work scheme
  • Travel Loans
  • Volunteer Day
  • Weekly Dress Down Friday & Monthly Board Room Drinks

The day to day 

While working in a team you’ll be expected to take on your own quality caseload from inception to completion in correlation with the firm’s philosophy. The firm wants somebody who can custom design it’s advice around its clients.

  • Trust and Charity administration including and managing trust records on behalf of clients
  • Dealing directly with trustees, and beneficiaries
  • Trust and charity administration including administering and managing trust records on behalf of clients
  • Dealing directly with trustees, and beneficiaries and advising and acting on their instructions
  • Dealing with professional intermediaries in connection with client accounts
  • Demonstrating an understanding of trust deeds to ensure the trust is managed in line with the specified terms
  • Demonstrating an understanding of Income and Capital Gains Tax and its interaction with the administration of trusts
  • Advising in relation to setting up, ongoing administration and termination of trusts in line with the terms of deeds and client instructions
  • Managing trust finances and calculating disbursements and payments to beneficiaries
  • Dealing with Trust Registration; Common Reporting Standard reporting; Register of Controlling Interests in Land reporting and ensuring administration complies with any other relevant legislation and reporting to relevant bodies as may be required
  • Dealing with Inheritance Tax and preparation of appropriate reporting forms
  • Preparation of Deeds, Trustee Minutes and Resolutions
  • Review and set up of systems, maintenance of trust records and compliance records
  • Dealing with AML processes

Do you have the skillset and experience? 

Determine to find somebody highly motivated and a proactive team player with the ability to prioritise a high-volume caseload to an exceptional standard.  Existing Managerial experience.

  • Excellent communication skills – written and verbal
  • Extensive Trusts experience
  • Experience supporting, managing and training others
  • Highly organised, process driven and a keen eye for detail
  • Excellent people skills
  • Calm under pressure, good organisational skills and excellent time management – with the ability to prioritise and deliver to deadlines

Don’t worry If you don’t have all the above traits or experience yet, if you have extensive Trusts experience, I’d like to talk to you.


Please apply now by emailing your CV or call for a friendly chat with Jack Broadley at G2 Legal.


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