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Senior Trust Manager | Bristol
Are you an experienced trust professional looking for a leadership role in a dynamic, growing organisation? You will play a key role in managing and developing a portfolio of UK family trusts, while also mentoring and guiding a team of trust case managers.
The Business
Established in 2020, this firm acts as trustee for over 5,000 trusts, managing nearly £2 billion in assets. With a leadership team boasting over a century of trust experience, they operate as a truly independent trust company. Their culture is built on mutual respect, collaboration, and excellence—where each team member plays a vital role in their shared success.
The Role
The business is seeking a Senior Trust Manager to lead a team of trust case managers and oversee the delivery of high-quality service across a portfolio of family trusts. You will be hands-on, taking responsibility for your own portfolio, while supporting, mentoring, and developing your team to deliver outstanding client service. You will also contribute to operational excellence and key projects within the business.
Your responsibilities include managing trust cases, reviewing and overseeing team work, delivering technical training, and supporting process improvements. You’ll work closely with clients and internal teams to ensure trust administration is handled with compliance, care, and precision.
This role offers the chance to work within a forward-thinking, fast-growing business with a clear strategic vision, fostering a positive, high-performance culture that values expertise and growth.
Requirements
* Minimum of 7 years managing UK family trusts, with strong knowledge of trust taxation and regulatory requirements.
* A relevant law degree and/or STEP qualification.
* Excellent leadership and decision-making skills.
What’s On Offer
* £55,000-£65,000 DOE
* 25 Days Holiday
* Private Health, life cover, income protection, and more.
If you are seeking a rewarding, stimulating role within a growing business, please reach out.
Additional Details
* Seniority level: Mid-Senior level
* Employment type: Full-time
* Job function: Legal and Management
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