Trust Manager
About the job
Morgan McKinley is working in partnership with a prestigious private client advisory firm in their search for a Trust Manager to join their London-based team.
This is an exciting opportunity to manage a quality portfolio of private clients, trusts, and family office structures - delivering bespoke advice, building strong relationships, and leading with technical expertise.
About the Role:
As Trust Manager, you'll take ownership of a varied client portfolio, advising across complex structures involving trusts, inheritance tax, family investment companies, and investment assets. You'll act as a trusted advisor while supporting junior team members and contributing to the firm's continued reputation for outstanding service.
Key Responsibilities:
- Manage a portfolio of trust and personal clients, overseeing compliance, reporting, and advisory matters
- Provide tailored advice on trust structuring, IHT planning, and investment strategies
- Liaise with trustees, beneficiaries, and intermediaries to maintain strong working relationships
- Review and approve complex trust accounts and tax computations
- Mentor and guide junior team members, supporting their development
- Work closely with legal and financial teams to deliver integrated client solutions
- Identify business development opportunities and assist in establishing new trusts
About You:
- STEP Diploma and/or equivalent professional qualification such as CTA
- Significant experience managing a portfolio of trust clients in a professional services setting
- Strong knowledge of UK trust law, inheritance tax, and personal taxation
- Familiarity with CCH Trust Accounts and related software
- Experience with Family Investment Companies advantageous
- Excellent communication and interpersonal skills
- Confident working independently and as part of a team
- Proactive, client-focused, and commercially aware
