Job Description
Trust Case Manager
* Annual Salary: Competitive
* Location: Bristol
* Job Type: Full-time
An esteemed trust services provider in the UK is seeking a Trust Case Manager. Since its inception in 2020, the company has successfully managed over 3,000 trusts, encompassing £1.2bn in assets. This role is ideal for a proactive, self-assured individual who has a background in managing trust cases and is eager to lead a team towards excellence.
Day-to-day Responsibilities:
* Manage and oversee a diverse portfolio of existing trusts, ensuring top-tier service.
* Optimize the management of trust cases, enhancing support from the broader trust team.
* Supervise case managers to maintain high standards in case administration.
* Develop and conduct technical training sessions for individuals and teams.
* Ensure compliance with regulatory standards.
* Spearhead and assist in technical business projects and engage in broader team activities as required.
* Offer expert trust guidance to both the team and other colleagues.
* Oversee compliance and risk management within the team, adhering to policies and legal standards.
* Cultivate a culture of high performance within the team.
Required Skills & Qualifications:
* Demonstrated leadership and teamwork capabilities.
* Strong decision-making skills.
* A Law degree or STEP qualification relevant to the field.
* A minimum of 5 years’ experience in trust management within a comparable setting.
* In-depth knowledge of UK trust taxation.
* Excellent organizational and communication skills, capable of building strong relationships with both clients and team members.
* Proficiency in Microsoft Office suite.
Benefits:
* A competitive salary and comprehensive benefits package.
* Opportunities for professional advancement and skill development.
* A dynamic and supportive working environment.
Interested candidates for the Trust Case Manager position are encouraged to submit a CV and a cover letter, outlining relevant experiences and motivations for applying for this role.