Trust Manager
£50K-£55K
UK based
The role:
* Take over, successfully manage and oversee a portfolio of existing trusts for clients providing excellent service
* Ensure that your trust cases are managed efficiently and effectively, optimising how they are supported by the wider trust team
* Oversight of case manager cases, ensuring administration of such cases are to a high standard
* Preparing and delivering appropriate technical training, both individual and team level
* Understanding of Regulatory requirements
* Support and lead (where needed) Technical business projects
* Support wider business with team participation where needed
* Provide specialist trust knowledge and guidance to both your team and other colleagues where you have specific insight
* Responsibility for compliance and risk management for cases in your team
* Ensure all appropriate policies and procedures are followed for all trust matters and organisational matters. Comply with such policies and procedures and work with other managers to develop these to ensure that the business operates effectively and adheres to legislation
* Operate as part of the case management team to operate and develop the business, supporting your team colleagues as appropriate
* Develop and maintain a culture based on high performance
* Any other tasks as may be required from time to time
Job Skills & Qualifications
Required:
* STEP qualification
* At least 5 years’ experience of managing trusts in a similar business with strong trust knowledge
* Knowledge of the taxation of UK trusts