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For Companies At a Glance
- Tasks: Manage trusts and client entities while delivering top-notch client service.
- Company: Join a leading organisation supporting diverse private stakeholders in financial services.
- Benefits: Enjoy flexible working options and a supportive team culture.
- Why this job: Be part of a dynamic team making a real impact in financial services.
- Qualifications: 4+ years in UK trust administration with strong client service skills required.
- Other info: Opportunity to collaborate internationally and enhance your professional network.
The predicted salary is between 43200 - 72000 £ per year.
Do you have the expertise to navigate the complexities of financial services while offering strategic direction to diverse stakeholders? Then, look no further. A Senior Trust Officer role has become available within an organization that supports a range of private stakeholders, offering guidance across both personal and commercial interests, including longstanding estate structures.
Key Responsibilities:
- Manage the day-to-day administration of a defined portfolio of trusts and client entities.
- Deliver exceptional client service while maintaining strong, professional relationships with clients and other stakeholders.
- Serve as the primary point of contact for assigned clients and trust stakeholders, ensuring timely and effective communication.
- Take ownership of personal workload, demonstrating strong organizational and time-management skills.
- Collaborate with internal colleagues and external partners across multiple jurisdictions to support trust-related matters and client needs.
- Contribute to project-specific teams within Saffery Trust offices in other international locations.
- Maintain accurate records and ensure compliance with relevant regulations and internal policies.
What You Bring:
- 4+ years of experience in the day-to-day administration of UK trusts and related corporate entities.
- A proven record of delivering exceptional client service.
- HMRC Reporting: Understanding and hands-on experience with reporting to HMRC (Her Majesty's Revenue and Customs).
- TRS Reporting: Direct experience with the Trust Registration Service (TRS). This is a key area of UK trust compliance.
- Land Registry: Familiarity with Land Registry requirements for property held in trusts.
- Attention to Detail: Critical for accuracy in financial and legal administration.
- Responsibility & Autonomy: The ability to manage their own workload effectively and be trusted with significant responsibilities in a remote environment.
Senior Trust Officer employer: Broadgate
Contact Detail:
Broadgate Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Trust Officer
✨Tip Number 1
Network with professionals in the financial services sector, especially those who have experience with trusts and estate management. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends in trust administration.
✨Tip Number 2
Familiarise yourself with the latest regulations and compliance requirements related to HMRC and TRS reporting. This knowledge will not only enhance your expertise but also demonstrate your commitment to staying updated in a rapidly changing field.
✨Tip Number 3
Showcase your organisational skills by managing mock portfolios or case studies that reflect the complexities of trust administration. This practical experience can be a great talking point during interviews and will illustrate your capability to handle real-world scenarios.
✨Tip Number 4
Engage with online forums or communities focused on trust administration and financial services. Sharing insights and asking questions can help you build your reputation as a knowledgeable professional and may lead to job referrals.
We think you need these skills to ace Senior Trust Officer
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Senior Trust Officer. Familiarise yourself with trust administration, client service expectations, and compliance requirements to tailor your application effectively.
Highlight Relevant Experience: In your CV and cover letter, emphasise your 4+ years of experience in UK trusts and corporate entities. Provide specific examples of how you've delivered exceptional client service and managed complex portfolios.
Showcase Compliance Knowledge: Demonstrate your understanding of HMRC Reporting and TRS Reporting in your application. Mention any direct experience you have with these areas, as they are crucial for the role.
Tailor Your Cover Letter: Craft a personalised cover letter that addresses the key responsibilities and skills mentioned in the job description. Use this opportunity to convey your attention to detail and ability to manage workloads autonomously.
How to prepare for a job interview at Broadgate
✨Showcase Your Expertise
Make sure to highlight your 4+ years of experience in managing UK trusts and corporate entities. Be prepared to discuss specific examples where you've successfully navigated complex financial situations or provided strategic direction to stakeholders.
✨Demonstrate Client Service Skills
Since exceptional client service is crucial for this role, come ready with anecdotes that illustrate how you've built strong relationships with clients. Discuss how you’ve handled challenging situations while maintaining professionalism and effective communication.
✨Familiarise Yourself with Compliance Requirements
Brush up on HMRC and TRS reporting requirements, as well as Land Registry regulations. Being able to speak confidently about these areas will show that you are well-prepared and understand the compliance landscape relevant to the role.
✨Exhibit Strong Organisational Skills
Prepare to discuss your time-management strategies and how you prioritise tasks. Since the role requires autonomy and responsibility, sharing examples of how you've effectively managed your workload in a remote environment will be beneficial.
