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Trust Advisor

About the role

Job title: Trust Advisor

Main purpose of role: To manage and develop an existing portfolio of trusts (mainly discretionary in nature and including variants such as employee and family trusts), to provide exceptional client service, to ensure all related compliance and legislative requirements are adhered to and to assist in growing and developing an ambitious, highly regarded and commercial professional trustee practice.


a)Responsible to: Managing Director

b) Liaising with all staff (both in our London and Newcastle offices) and directly with clients and other professional advisors.

The Role:

The successful applicant will be responsible for a portfolio of trusts. Extensive working knowledge of various types of trusts and trust structures is desired but not essential. The role includes the day-to-day management of a portfolio of trusts and, where applicable, assisting with related planning aspects and opportunities. The successful applicant will possess a comprehensive knowledge of trust management requirements including in respect of trustee fiduciary duties and all compliance related aspects in accordance with applicable laws and regulations.

Main responsibilities:

  • Trust administration requirements including completion of trust accounts and related tax returns, annual compliance meetings, ensuring TRS / CRS / FATCA requirements are met, preparation of trustee documents including resolutions / deeds of appointment / documents giving rise to changes of trustees and closures of trusts / investment policy statements etc, working with relevant third party professionals (e.g. financial advisors, accountants and solicitors) to assist on client matters as necessary.

  • Liaising with beneficiaries of trusts as required and communicating with directors and fee earners about relevant trusts.

  • Liaising with property managers, investment managers and financial advisors concerning trust investments.

  • Assisting in managing private client matters relating to the core trust management requirements e.g. planning reviews for clients focussing on asset protection.

  • Where applicable, helping to advise on related Inheritance Tax and Capital Gains Tax matters (including planning) - internal support and assistance will be provided as necessary.

  • Maintain and develop existing relationships with clients and assist in developing new relationships with third party advisers and their clients.

  • The successful candidate must be willing to work closely with other departments and, in particular, fee earning staff within the firm.

Desired skills and experience:

  • Strong academic background.

  • TEP, ACA, ACCA, ATT, CTA or legal qualification preferred but not essential.

  • Proven client management skills.

  • Experience with Trusts in legal setting

  • Self-motivated individual who possesses the ability and confidence to work independently.

  • Excellent writing and interpersonal skills with a high attention to detail.

  • Strong organisational skills with an ability to multi-task and an excellent team player.

  • Strong IT skills.

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