About Golden Charter Trust
The Golden Charter Trust exists for the protection of both the plan holders who have purchased funeral plans from the plan provider, and for the funeral directors who have undertaken to carry out the funeral services in accordance with the terms and conditions of the funeral plans. The Trust invests the funds received with carefully selected investment managers in accordance with its investment strategy. Presently the Trust manages over £1.2 billion on behalf of planholders.
The Trust is managed by a Board of Trustees that comprises experienced individuals from a wide range of business backgrounds. The Board is supported by an executive team, responsible for managing the financial, legal and administrative affairs of the Trust.
The Trust is committed to the highest standards of governance, investment management, and regulatory compliance. This is an exciting and rewarding career development opportunity to join a highly respected organisation with a strong social purpose and a clear focus on protecting the interests of the Trust’s beneficiaries.
The Role
We are seeking a Head of Trust Operations – a newly created, senior leadership position reporting directly to the Executive Director to join at an important time for the Trust. The postholder will have a unique opportunity to shape the role.
This is a pivotal position, deputising for the Executive Director and providing strength and resilience. The Head of Operations will oversee governance, Trust operations, and risk management while ensuring Trustees and Committees are supported with the insight and information they need to make effective decisions.
The Trust is looking to recruit an individual with the capabilities, experience and attitude to develop the Trust’s compliance and control environment and be comfortable with evolving responsibilities.
The role also carries line management responsibility and requires close engagement with the Board, third party service providers and other key stakeholders.
Key Responsibilities
* Board & Executive Leadership – guide Trustees on their obligations under the Trust Deed, support the Chair and Committees, and lead the Executive Team in delivering operational improvements.
* Investment Operations – support the Investment Strategy Group in oversight of the control environment and in managing relationships with investment advisors, investment managers and with the appointed actuary.
* Compliance & Risk Management – maintain robust corporate governance standards, liaise with external counsel and regulatory authorities, and ensure adherence to regulatory requirements.
* Leadership – promoting a culture of excellence, collaboration, and compliance across the Trust. Deputise for the Executive Director, bringing strength and resilience to the team.
Candidate Profile
We are looking for a proven leader with the following skills and attributes:
* Degree educated with a relevant professional qualification (or equivalent industry experience).
* A track record in governance, compliance, and reporting within financial services.
* Strong financial expertise with proven experience in investments and asset management.
* Ability to think strategically while delivering operationally.
* Excellent communication skills, able to engage confidently with Trustees, external advisors, regulators, and a wide range of stakeholders.
* Experience managing teams, implementing controls, and driving organisational change.
How to Apply
To request the detailed Candidate Brochure, or to arrange a confidential discussion, please contact Michael Dickson or Megan Shearer at:
📩 applications@fwbltd.com
📞 +44 (0)131 539 7087