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- Tasks: Lead and develop a team managing family trusts with high standards of client service.
- Company: Join a dynamic team in Bristol or Fareham, focused on trust management excellence.
- Benefits: Enjoy 25 days leave, a generous pension contribution, and professional development support.
- Why this job: Be part of a supportive culture that values teamwork and personal growth in trust management.
- Qualifications: Must have a relevant Law degree/STEP qualification and 5 years' trust management experience.
- Other info: Hybrid working available; perfect for self-starters looking to make an impact.
The predicted salary is between 43000 - 58000 £ per year.
Role Profile: Trust Technical Manager
Location: Bristol or Fareham (near Southampton); hybrid working
Contract: Permanent, Full time (35 hours per week)
Salary: £50,000-£55,000 per annum (dependent on skills and experience)
Benefits: 25 days leave + Bank holidays; 10% employer pension contribution; Group life cover x 4 your basic salary; Group income protection; Professional fees & subscriptions; Employee assistance programme
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. You will be responsible for the overall management and oversight of all aspects of family trusts, in addition to supporting and encouraging other team members who are developing their trust skills. Adhering to high standards of client service is critical for this role.
Duties and responsibilities will include:
- Take over, successfully manage and oversee a portfolio of existing trusts for clients providing excellent service
- Ensure that your trust cases are managed efficiently and effectively, optimising how they are supported by the wider trust team
- Oversight of case manager cases, ensuring administration of such cases are to a high standard
- Preparing and delivering appropriate technical training, both individual and team level
- Understanding of Regulatory requirements
- Support and lead (where needed) Technical business projects
- Support wider business with team participation where needed
- Provide specialist trust knowledge and guidance to both your team and other colleagues where you have specific insight
- Responsibility for compliance and risk management for cases in your team
- Ensure all appropriate policies and procedures are followed for all trust matters and organisational matters. Comply with such policies and procedures and work with other managers to develop these to ensure that the business operates effectively and adheres to legislation
- Operate as part of the Ludlow case management team to operate and develop the business, supporting your team colleagues as appropriate
- Develop and maintain a culture based on high performance
- Any other tasks as may be required from time to time
Job Skills & Qualifications
Required:
- Teamwork and Leadership skills
- Decision making
- Relevant Law degree/STEP qualification
- At least 5 years’ experience of managing trusts in a similar business with strong trust knowledge
- Knowledge of the taxation of UK trusts
- 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:
- Previous trust case management experience
- Able to work effectively on your own, but also as part of a multi-disciplinary team
- Proficiency in Microsoft Office suite
Trust Manager employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Manager
✨Tip Number 1
Familiarise yourself with the latest regulations and compliance requirements related to trusts in the UK. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to staying updated in a constantly evolving field.
✨Tip Number 2
Network with professionals in the trust management sector. Attend industry events or join relevant online forums to connect with others who can provide insights or even refer you to opportunities at StudySmarter.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed trust cases in the past. Highlighting your hands-on experience and leadership skills will set you apart from other candidates.
✨Tip Number 4
Showcase your ability to work collaboratively within a team. Be ready to share instances where you've supported colleagues or contributed to team projects, as this aligns with the role's emphasis on teamwork and leadership.
We think you need these skills to ace Trust Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in trust case management. Emphasise your leadership skills and any specific qualifications, such as a Law degree or STEP qualification, that align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role of Trust Manager. Discuss your previous experience managing trusts and how you can contribute to the team’s success. Be sure to mention your understanding of regulatory requirements and compliance.
Highlight Relevant Skills: In your application, clearly outline your organisational and communication skills. Provide examples of how you've successfully led teams and managed trust cases to high standards, as this is crucial for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is essential in the trust management field.
How to prepare for a job interview at Heat Recruitment
✨Showcase Your Trust Knowledge
Make sure to brush up on your understanding of UK trust law and taxation. Be prepared to discuss specific cases you've managed and how you navigated complex situations, as this will demonstrate your expertise and confidence in the field.
✨Emphasise Leadership Experience
Since the role involves leading a team, highlight your previous leadership experiences. Share examples of how you've guided teams, provided training, and ensured high standards in case management to show that you're ready to take on this responsibility.
✨Demonstrate Strong Communication Skills
Effective communication is key in this role. Prepare to discuss how you've built relationships with clients and colleagues at various levels. Consider sharing anecdotes that illustrate your ability to convey complex information clearly and effectively.
✨Prepare for Scenario-Based Questions
Expect questions that assess your decision-making skills and problem-solving abilities. Think of scenarios where you've had to make tough calls regarding trust management or compliance issues, and be ready to explain your thought process and outcomes.
