A leading national firm in central Edinburgh has an attractive opportunity for a Trusts Manager to support their well know Private Client Team. You’ll join a firm that encourages, tracks and values its staff’s contributions.
Some of the Benefits
* Generous salary banding
* 6% Pension
* 25 – 30 statutory days holiday per year along with 9 public holidays
* Purchase Holidays Scheme
* Firm-wide Bonus Scheme
* Critical Illness Cover
* Hybrid working
* Flexible Working Patterns
* Cycle to work scheme
* Travel Loans
* Volunteer Day
* Weekly Dress Down Friday & Monthly Board Room Drinks
The day to day
While working in a team you’ll be expected to take on your own quality caseload from inception to completion in correlation with the firm’s philosophy. The firm wants somebody who can custom design it’s advice around its clients.
* Trust and Charity administration including and managing trust records on behalf of clients
* Dealing directly with trustees, and beneficiaries
1. Trust and charity administration including administering and managing trust records on behalf of clients
2. Dealing directly with trustees, and beneficiaries and advising and acting on their instructions
3. Dealing with professional intermediaries in connection with client accounts
4. Demonstrating an understandin...