Trust and Probate Manager – Private Clients

Cambridge, England, United Kingdom

1/6/2025

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!

To apply, please send a covering letter and CV to our recruitment team at recruitment@pem.co.uk.

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