Trust Manager - London

This vacancy is now closed
£55000 - £80000 DOE - Accountancy and Finance
Ref: 262 Date Posted: Monday 24 Jun 2019
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An excellent opportunity has arisen for a hardworking and experienced Trust Manager in an established and reputable bank with a unique brand, history and structure.

As Trust Manager will see you engaging in a variety of administrative duties and promoting the company’s services. You will be required to gain an understanding of and comply with the Conduct Rules, and complete ongoing training and competence requirements.


Key Responsibilities:

  • Administration of Settlements in accordance with the terms of the trust deed and the law
  • Liaising with HMRC solicitors and other agents
  • Completion of tax returns and distribution of trust assets
  • Dealing with Capital Gains Tax and Inheritance Tax and tax certificates
  • Administration of Charitable Trusts including the payment of grants, preparation and audit of annual accounts and submission of annual returns
  • Administration of deceased’s Estates including dealing with the collection and distribution of assets
  • Ensuring that all debts, taxation and legacies are properly discharged
  • Preparing accounts, tax certificates and revenue returns
  • Writing wills and codicils for customers, staff and pensioners
  • Overseeing half-yearly and ad hoc investment reviews of the portfolios
  • Assisting with staff training and conducting individual staff appraisals including setting goals, targets and identifying training needs
  • Ensuring an efficient and error free service to both external and internal customers
  • Appropriately managing risks and escalating when required
  • Achieving minimum achieve minimum 25 hours annual CPD by attending appropriate conferences and engaging in relevant reading
  • Strong planning and organisational skills
  • IT literate - Proficient in the use of Word, Outlook, Excel and PowerPoint
  • Ability to covey clear explanations of technical matters to beneficiaries, trustees and other colleagues



  • Practical in-depth experience in all Trustee matters
  • Proven track record as a Trust Manager
  • Investment knowledge in line with FCA/STEP requirements
  • Extensive knowledge of legislation and tax regulation affecting Trust and Estates
  • Minimum of 5 GCSE’s grade A-C (including Maths and English) or equivalent qualification
  • Minimum of 2 A-Levels grade A-D or equivalent
  • Ideally a Member of the Society of Trusts and Estate Practitioners (S.T.E.P) and relevant qualifications
  • Educated to degree level or equivalent


This is a demanding yet highly rewarding role. If you feel that you have the right skills and experience, then apply here or feel free to get in touch with us for more information.