My client is a leading provider of Trust Services, with over 3,750 trusts and £1.2bn in assets under management. They have an eclectic mixture of professional staff across our offices in London, Bristol and Fareham, including Solicitors and Trust specialists.
* Family Trusts
* Charitable Trusts
* Trust Registration
* Personal Injury Trusts
* Wills & LPA
* Tax Services
Role Summary
You will need to be a confident self-starter, who is comfortable to work hands-on and as part of an expanding team, who has previous experience of similar trust case management.
You will lead, guide and develop a team of trust case managers, ensuring they are managing their trust cases to appropriate high standards. Adhering to high standards of client service is critical for this role.
Duties and responsibilities will include:
1. Take over, successfully manage and oversee a portfolio of existing trusts for clients providing excellent service.
2. Ensure that your trust cases are managed efficiently and effectively, optimising how they are supported by the wider trust team.
3. Oversight of case manager cases, ensuring administration of such cases are to a high standard.
4. Preparing and delivering appropriate technical training, both individual and team level.
5. Understanding of Regulatory requirements.
6. Support and lead (where needed) Technical business projects.
7. Support wider business with team participation where needed.
8. Provide specialist trust knowledge and guidance to both your team and other colleagues where you have specific insight.
9. Responsibility for compliance and risk management for cases in your team.
10. Ensure all appropriate policies and procedures are followed for all trust matters and organisational matters.
11. Operate as part of the case management team to operate and develop the business, supporting your team colleagues as appropriate.
12. Develop and maintain a culture based on high performance.
13. Any other tasks as may be required from time to time.
Job Skills & Qualifications
Required:
1. Teamwork and Leadership skills.
2. Decision making.
3. Relevant Law degree/STEP qualification.
4. At least 5 years’ experience of managing trusts in a similar business with strong trust knowledge.
5. Knowledge of the taxation of UK trusts.
6. Strong organisational and communication skills with the ability to forge close working relationships with clients and internal work colleagues at both board and managerial level.
Skills that will help you succeed in the role:
1. Previous trust case management experience.
2. Able to work effectively on your own, but also as part of a multi-disciplinary team.
3. Proficiency in Microsoft Office suite.
Location: Bristol or Fareham (near Southampton); hybrid working.
Contract: Permanent, Full time (35 hours per week).
Benefits: 25 days leave + Bank holidays; 10% employer pension contribution; Life cover x 4 your basic salary; Group income protection; Professional fees & subscriptions; Employee assistance programme.
#J-18808-Ljbffr