Trust and Probate Manager

at  PEM

Are you experienced in trust and probate services and looking for a new challenge? Join our team as a Trust and Probate Manager and work alongside directors and partners to achieve our firm’s strategic goals.
In this role, you’ll manage a diverse portfolio of clients, ensuring compliance deadlines are met and providing top-tier technical support. You’ll collaborate with partners and colleagues to deliver exceptional service to Trusts, Estates, and High Net Worth Individuals (HNWIs) and their families. Additionally, you’ll assist with advisory projects, estate administration, and client meetings, while staying updated on the latest developments in the Trust arena.
We seek someone with demonstrable experience in trust and probate services, excellent knowledge of personal and trust compliance, and strong communication skills. Experience with onshore trusts is essential, and offshore trust experience is a plus. While probate experience is desirable, it’s not essential. Formal qualifications like CTA, STEP, or CILEX are beneficial but not required.
If you’re detail-oriented, able to manage multiple priorities, and passionate about training and developing team members, we want to hear from you!

KEY ACCOUNTABILITIES

Effectively managing a portfolio of clients ensuring that all relevant compliance deadlines for both trusts and individuals (income tax and IHT) are met.
Managing casework efficiently including delegation to, and training of, colleagues.
Assisting partners and directors with advisory projects including setting up and closing trusts.
Attending client meetings as required.
Assisting with estate administration including preparation of probate application, estate accounts and IHT returns.
Keep abreast of the latest technical developments, and new areas within the Trust arena.
Share knowledge, attend relevant events, and read industry journals.
Identify and convert marketing opportunities, including offering additional services, to new and existing clients.
Assist in preparing fee quotes for new work.
Maintain and provide the highest standards of client care.
Ensure accurate and prompt billing and proactive debt collection.

Please refer the Job description for details