Trust Manager

    LondonPermanent£70k - £75k
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    4 weeks ago
    JN -012025-1976018

    Trust Manager

    London Permanent £70k - £75k

    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