Trusts Manager

​​​Trust Manager
Location: Bristol

Clark Wood is delighted to be partnering with a prestigious firm of solicitors in Bristol, renowned for delivering exceptional legal services to a broad client base. The firm is currently seeking a dedicated and experienced Trust Manager to join their team.

With a long-standing history of excellence, this firm is committed to providing top-tier advice and support across various legal matters, including trust and estate management.

Key Responsibilities:

• Trust Administration: Manage a portfolio of trusts, ensuring compliance with all legal and regulatory requirements.

• Client Liaison: Serve as the primary contact for clients, providing regular updates and addressing inquiries efficiently.

• Financial Management: Oversee the financial aspects of trusts, including preparing accounts, tax returns, and investment reviews.

• Legal Compliance: Ensure all trust activities comply with relevant laws, trust deeds, wills, and governing documents.

• Advisory Services: Offer expert advice on trust structuring, estate planning, and related matters to clients and colleagues.

• Team Collaboration: Work closely with the private client team and other departments to ensure a seamless service for clients.

• Professional Development: Stay informed of changes in trust law and participate in ongoing professional development opportunities.

Qualifications and Experience:

• Minimum of 5 years' experience in trust management or a related field within legal or financial services.

• Professional qualifications such as STEP (Society of Trust and Estate Practitioners) or equivalent.

• Strong knowledge of trust law, estate planning, and tax implications.

This is an exciting opportunity for a skilled professional to join a highly respected firm. If you’re interested in discussing this role further, please apply below or contact Will Langdon at Clark Wood:
Email: will@clark-wood.co.uk
Phone: 07775 038754
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