Employer Segal Placements Location London (Central), London (Greater) (GB) Salary Up to £95,000 Closing date 29 Sep 2025
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Vacancy Type Solicitors, Private Practice, In-House, Professional Support, Barristers, Private Practice, In-House, Legal Support, Legal Executive, Legal Assistant, Business Services Experience Level Mid Level, Partner-designate, Partner, Management/Head of Department Contract Permanent Hours Full Time Practice Areas Private Client, Personal Asset Management, Personal tax/trusts, Trust litigation, Wills & Probate PQE 4-6 Years, 7+ Years, Partner
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Job Details
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 or email
Company
Segal 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.
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