Trust & Probate Manager
Job description
As a Trust & Probate Manager, you’ll work alongside industry leaders, driving strategic goals while delivering top-tier client service.
Your role? Managing a diverse portfolio, ensuring compliance is seamless, and providing expert technical support. You’ll be the go-to advisor for Trusts, Estates, and HNWIs, tackling complex estate administration, advisory projects, and client meetings. And because the landscape is always shifting, you’ll stay ahead of the latest developments, ensuring your expertise is always one step ahead.
We’re looking for someone with solid experience in trust and probate services, sharp technical knowledge, and the confidence to handle onshore trusts (offshore experience? Even better). While probate expertise is a bonus, it’s not a deal-breaker. Qualifications like CTA, STEP, or CILEX are a plus, but what really matters is your ability to juggle priorities, develop talent, and make a real impact.
Sound like you? Let’s talk. This could be the move that defines your career.
Why Partner With Us To Secure Your Next Role?
We specialise in tax recruitment, working with boutique consultancies and global firms that trust us to deliver top-tier talent. Many of our roles are exclusive and not advertised elsewhere—so you’re already ahead by being here.
But it’s more than just access to hidden opportunities. We take the time to understand your unique skills, career aspirations, and personal goals.
By partnering with us, you’ll gain a trusted advisor who’s invested in your success—every step of the way.
Your role? Managing a diverse portfolio, ensuring compliance is seamless, and providing expert technical support. You’ll be the go-to advisor for Trusts, Estates, and HNWIs, tackling complex estate administration, advisory projects, and client meetings. And because the landscape is always shifting, you’ll stay ahead of the latest developments, ensuring your expertise is always one step ahead.
We’re looking for someone with solid experience in trust and probate services, sharp technical knowledge, and the confidence to handle onshore trusts (offshore experience? Even better). While probate expertise is a bonus, it’s not a deal-breaker. Qualifications like CTA, STEP, or CILEX are a plus, but what really matters is your ability to juggle priorities, develop talent, and make a real impact.
Sound like you? Let’s talk. This could be the move that defines your career.
Why Partner With Us To Secure Your Next Role?
We specialise in tax recruitment, working with boutique consultancies and global firms that trust us to deliver top-tier talent. Many of our roles are exclusive and not advertised elsewhere—so you’re already ahead by being here.
But it’s more than just access to hidden opportunities. We take the time to understand your unique skills, career aspirations, and personal goals.
By partnering with us, you’ll gain a trusted advisor who’s invested in your success—every step of the way.