Senior Trust Manager
BBBH56982_1744368276
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 combined trust experience, they are proud to 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 are 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 in your approach, taking direct responsibility for your own portfolio, while also supporting, mentoring, and developing your team to deliver outstanding client service. You will play an essential role in maintaining operational excellence and driving forward key projects within the business.
In this role, you'll work closely with both clients and internal teams to ensure all aspects of trust administration are handled with precision, compliance, and care. Your responsibilities will include managing your own trust cases, reviewing and overseeing the work of your team, and delivering technical training and support. You'll also contribute to wider business projects, offering insight and leadership in specialist areas while supporting the continuous improvement of processes and procedures.
You'll be joining a forward-thinking, fast-growing business with a clear strategic vision and a commitment to excellence. As part of the senior case management team, you'll have the opportunity to make a meaningful impact on the business, working in a positive and high-performance culture that recognises expertise and encourages growth.
Requirements
1. 7 years minimum of experience managing UK family trusts, alongside strong knowledge of trust taxation and regulatory requirements.
2. A relevant law degree and/or STEP qualification
3. Excellent leadership and decision-making skills
What's On Offer
4. 55-65K DOE
5. 25 Days Hol
6. Priv Health, life cover, income protection and much more
If you are seeking a rewarding, stimulating role within a growing business, please do not hesitate to reach out.