Senior Trust Manager
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.
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.
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.
~ 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.
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.
~ Experience with high-net-worth and complex family trusts.
~ Proficiency in Microsoft Office and trust administration software.
Be part of a team that values expertise, collaboration, and professional development.
~ Competitive salary and benefits package.
~ Hybrid working opportunities and career progression.
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.
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