Senior Trust Manager
About the Company
Our client is a highly respected independent trust company, established to acquire and manage UK trust businesses from major banking institutions. The firm is led by an expert team with over a century of combined experience in trust management and has rapidly expanded through multiple acquisitions. Currently managing over 5,000 trusts with nearly £2 billion in assets, the company prides itself on delivering exceptional client service through a team of dedicated professionals from legal, tax, and financial advisory backgrounds.
With continued expansion, including future plans for further UK and international offices, this is an exciting time to join a dynamic and forward-thinking trust business.
The Role:
As a Senior Trust Manager, you will play a pivotal role in leading and developing a team of trust professionals while managing a diverse portfolio of high-value family trusts. This is a hands-on role requiring a proactive and client-focused professional who can maintain the highest standards of trust administration, compliance, and risk management.
You will also contribute to the company’s strategic projects and technical training, ensuring that the trust division remains at the forefront of industry best practices.
Key Responsibilities:
* Portfolio Management: Successfully oversee and manage a portfolio of complex family trusts, delivering outstanding client service.
* Team Leadership: Mentor, support, and develop a team of trust case managers, ensuring they deliver high-quality trust administration.
* Compliance & Risk Oversight: Ensure all trust cases comply with regulatory requirements, company policies, and best practices.
* Technical Training & Development: Provide ongoing training and technical guidance to the team, enhancing their trust knowledge and expertise.
* Business Strategy & Projects: Support the business by leading or contributing to key technical projects and initiatives.
* Client & Stakeholder Engagement: Build strong relationships with clients, professional advisors, and internal teams, ensuring seamless trust management and service delivery.
* Operational Excellence: Identify and implement process improvements to enhance the efficiency and effectiveness of trust case management.
What We’re Looking For:
Essential:
* STEP qualification and/or relevant legal degree.
* Minimum 5 years’ experience managing trusts within a professional services environment.
* In-depth knowledge of UK trust taxation and regulatory requirements.
* Strong leadership skills with experience managing and mentoring a team.
* Excellent decision-making, organisational, and communication skills.
* Ability to work both independently and collaboratively within a multidisciplinary team.
Desirable:
* Experience with high-net-worth and complex family trusts.
* Previous experience in a similar independent trust company setting.
* Proficiency in Microsoft Office and trust administration software.
Why Join?
* Work within a prestigious and rapidly growing independent trust business.
* Be part of a team that values expertise, collaboration, and professional development.
* Competitive salary and benefits package.
* Hybrid working opportunities and career progression.
How to Apply
If you are a dedicated trust professional looking for your next challenge, apply now to join a forward-thinking organisation where your expertise will be valued and rewarded.
Origin Legal is handling a number of Private Wealth vacancies throughout the South of England. If you are a Solicitor, Legal Executive or Paralegal looking to consider your options, please get in touch for a confidential discussion.
Origin Legal follows strict best-practice recruitment guidelines monitored by the Recruitment and Employment Confederation (REC). Please note our advertisements use PQE/salary levels purely as a guide. However, we are happy to consider applications from all candidates who can demonstrate the skills necessary to fulfil the role.