GREAT NEW ROLE - Senior Private Wealth / Trusts - No Clients Required

Segal Placements

  • Central London
  • £95,000 per year
  • Permanent
  • Full-time
  • 3 days ago
We are pleased to be assisting a leading private client law firm with an outstanding reputation for delivering bespoke legal and wealth management services to individuals, families, and trustees. Their Private Wealth team advises high-net-worth clients on a broad range of matters including estate planning, trusts, and landed estates.Due to significant growth and increasing demand, They are creating their first dedicated Trust Manager role - a key appointment that will transform the way that they deliver trust administration and support to their clients. This role is open both to Legally Qualified as well as non-qualified Legal Executives with management experience.The Role: As the inaugural Trust Manager, you will work closely with their expert Private Wealth lawyers to manage a varied portfolio of trusts. The role has arisen as trust management work has expanded considerably, and is currently being managed by the wider team. They are now seeking a dedicated professional to centralise and oversee this area of their practice, ensuring consistently high standards and efficient service delivery.You will be responsible for:
  • Day-to-day management and administration of a portfolio of UK trusts
  • Liaising with trustees, beneficiaries, investment managers and accountants
  • Coordinating trust accounting, including income distributions, tax returns and compliance
  • Overseeing assets within trusts, including landed estate property and share portfolios
  • Maintaining accurate and up-to-date trust records
  • Supporting the Private Wealth team on ad hoc matters relating to trusts and estates
About You: Our client is looking for a highly organised, proactive individual with strong attention to detail and excellent interpersonal skills. The ideal candidate will have a background in either law or accountancy, with a good working knowledge of trust structures and their administration.They are particularly interested in candidates with:
  • Experience in trust management, ideally within a law firm, accountancy firm or private client environment
  • Familiarity with landed estates, property assets and investment portfolios
  • A working understanding of trust taxation and compliance
  • STEP qualification (or working towards it) - desirable but not essential
  • Strong client care skills and a collaborative working style
This is an exciting opportunity to shape a new role within a progressive and supportive team. You'll be part of a firm that values expertise, invests in its people, and provides high-quality advice to some of the UK's most interesting and complex clients.For more information on this and other roles, contact us on 0203 930 1003 or email info@segalplacements.comCompanySegal Placements is a leading Executive Search Firm placing senior lawyers within private practice, both in London/The South-East and abroad. Over the course of many years a number of our consultants have placed some of the most notable practitioners into some of the most prestigious Firms in the world, whilst others focus on helping 'boutique' Firms, or smaller regional or provincial Firms. We have experience not only on individual placements but also Team moves, Bolt-ons & Mergers and Office Openings. We are proud of maintaining an utterly discrete and tailored approach for all of the clients and candidates who we work with.Share this jobApply for GREAT NEW ROLE - Senior Private Wealth / Trusts - No Clients RequiredAlready uploaded your CV? to apply instantlyFields marked with an asterisk (*) are requiredFirst name requiredLast name requiredWhat is your email address? requiredYour CV requiredYour file must be a .doc, .pdf, .docx, or .rtf. No larger than 1MBDrag and dropChoose a fileSelected file: Remove fileAdd a cover message requiredEmail me similar jobs when they become available Your communication preferencesI'd like to receive emails about jobs and services from The Lawyer JobsI'd like to receive emails from third partiesWhen you apply for a job we will send your application to the named employer, who may contact you. By applying for a job listed on The Lawyer Jobs you agree to our and . You should never be required to provide bank account details. If you are, please . All emails will contain a link in the footer to enable you to unsubscribe at any time.Send applicationSave jobClick to add the job to your shortlistYou need to or to save a job.Get job alertsCreate a job alert and receive personalised job recommendations straight to your inbox.© 2011 - 2025 Centaur Media Plc. Powered by Madgex Job Board TechnologyTheLawyer.com Limited
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