Job Title: Trusts Manager (Solicitor)
Location: Kidderminster
Department: Private Client
Reports to: Head of Private Client Department
Contract Type: Permanent, Full-time
An established regional law firm is seeking an experienced and qualified Solicitor to join their Private Client team in Kidderminster as a Trusts Manager. This senior role offers the opportunity to lead and manage complex trust matters, ensuring compliance with legal and regulatory requirements while delivering excellent client service.
You will work closely with solicitors, trustees, beneficiaries, and external advisors to provide expert trust advice and oversee trust administration.
Key Responsibilities
1. Manage and administer a portfolio of client trusts, including discretionary, life interest, and bare trusts
2. Ensure trust deeds, filings, and accounts comply with relevant legislation and regulatory standards
3. Provide expert legal advice on trust law and related matters to clients and colleagues
4. Oversee preparation of trust accounts, reports, and documentation with accuracy and compliance
5. Draft, review, and update trust deeds and associated legal documents
6. Liaise with trustees, beneficiaries, and external parties to ensure effective trust administration
7. Support business development initiatives within the Private Client team
8. Mentor junior solicitors and paralegals involved in trust matters
9. Stay current with changes in trust law, tax regulations, and industry best practices
Skills and Qualifications
10. Qualified Solicitor with a current practising certificate
11. Proven experience in trust law and trust administration
12. Strong knowledge of the legal and tax implications of trusts
13. Excellent communication and client management skills
14. Highly organised with the ability to manage a complex caseload effectively
15. Detail-oriented with a commitment to accuracy
16. Ability to work independently and lead a small team
17. Proficient in legal case management and trust accounting software
What’s On Offer
18. Competitive salary package commensurate with experience
19. Hybrid working options to promote work-life balance
20. Comprehensive benefits including pension scheme, healthcare, and employee assistance program
21. Supportive and collaborative working environment
22. Opportunity to join a respected regional law firm with strong client relationships