How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Trust Manager
About The Role
We are seeking a detail-focused and client-driven Trust Manager to join our Private Client Legal team. This is an excellent opportunity for an organised and proactive individual to get involved in managing a diverse portfolio of trusts, working closely with experienced fee-earners.
In this role, you will support the day-to-day administration of trusts, helping ensure everything runs smoothly and is delivered to a high standard. You will be involved across the full trust lifecycle, from core administration through to governance and financial management, making sure work is completed accurately and on time.
You will also play an important role in keeping everything compliant with UK legislation, tax requirements, and professional standards. Alongside this, you’ll have the chance to build relationships with clients and colleagues, develop your technical knowledge, and become a trusted part of the team.
Key Responsibilities Include
Trust setup and lifecycle administration
Prepare and execute trust deeds and other documents and liaise with clients, beneficiaries, trustees, and third parties. Manage day-to-day administration of trusts, including distributions, capital and income accounts, and record-keeping.
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
See breakdownIt searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Compliance and governance
Ensure trust activities comply with relevant legislation (including the Trustee Act, CGT, IHT, and anti-money laundering standards). Maintain accurate regulatory and internal compliance records; support KYC/AML checks for new and ongoing matters. Assist with regulatory filings (e.g. Automatic Exchange of Information, FATCA/CRS and the Trust Registration Service), annual accounts, and tax-related reporting, including trust and estate tax returns and inheritance tax returns
Financial management
Manage banking arrangements, liaising with investment managers, and cash flow forecasting for trust funds. Liaise with accountants and tax advisers to prepare and file trust tax returns, annual accounts, and statutory documents.
Client service
Build and maintain strong working relationships with clients, beneficiaries, trustees, professional advisers, and internal teams. Provide timely, accurate, and clear communications on matters, including statutory deadlines, distributions, and administrative changes. Support client meetings, prepare agendas and meeting notes, and follow up on action items.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Our ideal person
A strong background in UK trust administration or related probate/estate management (2+ years preferred). Solid knowledge of UK trust law, taxation (IHT, CGT, income tax), and regulatory requirements. Experience with trust accounting, banking, investments, and financial reporting. Excellent organisational and project management skills with close attention to detail. Strong written and verbal communication, with the ability to explain complex matters clearly to clients.
We reserve the right to close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills