Trust Manager

Gillespie Macandrew

Edinburgh

Gillespie Macandrew is a successful independent Scottish legal firm with a strong focus on private client and property-related legal work. Our strategy focuses on 4 core sectors; Private Client, Land & Rural Business, Renewable Energy and Commercial Real Estate. To clients in these sectors, the firm offers a comprehensive range of legal services spread across 8 practice teams. With over 180 Partners and staff, we operate from offices in Edinburgh, Glasgow and Perth.

Our Private Client team is one of the largest in Scotland and is central to the strategy of the firm representing a significant proportion of the firm’s overall turnover.  We provide a full-spectrum of wealth protection, tax and inheritance, trusts and executries advice to high net worth individuals, the elderly, and family-owned and SME business owners in addition to wills, probate, executry and tax compliance services.  

Gillespie Macandrew has an excellent opportunity for an experienced Trust Manager to join our established Private Client team. The successful candidate will carry out and manage trust and charity administration in order to support the caseload of the Private Client Team in a competent and efficient manner.  
 
Some of the key duties and responsibilities will include: 
• Trust and charity administration including administering and managing trust records on behalf of clients

• Dealing directly with trustees, and beneficiaries and advising and acting on their instructions

• Dealing with professional intermediaries in connection with client accounts

• Demonstrating an understanding of trust deeds to ensure the trust is managed in line with the specified terms

• Demonstrating an understanding of Income and Capital Gains Tax and its interaction with the administration of trusts

• Advising in relation to setting up, ongoing administration and termination of trusts in line with the terms of deeds and client instructions

• Managing trust finances and calculating disbursements and payments to beneficiaries

• Dealing with Trust Registration; Common Reporting Standard reporting; Register of Controlling Interests in Land reporting and ensuring administration complies with any other relevant legislation and reporting to relevant bodies as may be required

• Dealing with Inheritance Tax and preparation of appropriate reporting forms

• Preparation of Deeds, Trustee Minutes and Resolutions

• Review and set up of systems, maintenance of trust records and compliance records

• Dealing with AML processes

The role requires a highly motivated and pro-active team player with the ability to prioritise a high volume workload to an exceptional standard.  The successful applicant will possess excellent communication skills, both written and verbal with the ability to build and maintain collaborative and professional working relationships. It is also important for the candidate to have strong attention to detail skills and to have proficiency in Microsoft Office packages.

It is envisaged that the successful candidate will be an experienced Trust Manager or will have relevant experience in a similar role. We welcome applications from both private practice and inhouse experience. The successful candidate will also require experience of supporting, managing and training others.

This is a fantastic opportunity to develop your career in a modern, professional and rewarding environment, supported by a competitive remuneration and benefits package. To find out more, contact us at recruitment@gillespiemacandrew.co.uk or ask to speak in confidence with our HR Team.

This is a full-time position, however consideration will also be given to part-time and flexible working offering a degree of flexibility in your place of work.  

We are committed to promoting equal opportunities in employment and creating a workplace culture in which diversity and inclusion is valued and everyone is treated with dignity and respect. As part of our zero-tolerance approach to discrimination in any form, you and any job applicants will receive equal treatment regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnic or national origin, religion or belief, sex or sexual orientation (Protected Characteristics). We are also committed to providing equitable treatments to all those we deal with as an organisation, including our clients and suppliers.