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- Tasks: Manage a diverse portfolio of UK trusts and lead a dynamic team.
- Company: Join Apex Group, a global leader in fund administration and middle office solutions.
- Benefits: Enjoy competitive salary, professional development, and a supportive work environment.
- Why this job: Make a real impact while supercharging your skills in a fast-paced industry.
- Qualifications: Must be CTA, ACCA or STEP qualified with strong technical expertise.
- Other info: Opportunity for career growth in a collaborative and innovative setting.
The predicted salary is between 43200 - 72000 £ per year.
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.
Your career with us should reflect your energy and passion. That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience. Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
Role Purpose
To manage a varied portfolio of UK trusts and supervise junior staff. Manage activities in team and ensure that all work is completed in accordance with prescribed policy and procedures, legal/regulatory requirements, service levels and company standards. Enforce an effective system of internal control and ensures delivery of the high standard of service expected.
Accountabilities & Main Responsibilities
- To have client relationship management responsibility for a portfolio of UK trusts.
- To have a supervisory role and people management responsibility.
- To manage effectively new business on-boarding and allocation within team.
- To be responsible for revenue targets and standards of customer service level delivered by the team.
- To co-ordinate case work with team members, Operations and Support Teams, determining priorities and forward planning.
- To report to Business Head on team and workload, determining priorities, forward planning and training in accordance with the needs of the team.
Technical
- To manage a portfolio of UK trusts in accordance with the trust instrument and all new and amended legislation, case law and practice.
- To monitor the successful management of trust investments by reviewing investment reports and ensuring agreed investment policies are implemented and remain appropriate.
- To consider and where appropriate exercise discretionary powers over trust assets ensuring that documentation is completed correctly and filed.
- To organise and review all tax calculations, tax returns, income tax certificates and Inheritance Tax forms (mainly for UK trusts) and submissions by the statutory deadline; To ensure all tax calculations are correct and returns and elections are submitted by the relevant dates;
- To ensure accurate and timely annual trust accounts or equivalent information are provided to beneficiaries as applicable;
- To oversee the creation and maintenance of accurate trust summaries across the Team trust book;
- To deal with the establishment of new trusts ensuring that all trust opening procedures are followed, documents are completed and records set up correctly.
- To deal with the closure of trusts following the death of a life tenant, coming of age or other event ensuring that all trust closing procedures are followed.
- To attend workshops and seminars as required and to keep abreast of developments within the UK trust and fiduciary industry.
Additional Responsibilities
- Report any identified issues and risks, including legal/regulatory matters and client complaints, to senior management promptly.
- To act in accordance with all legal and regulatory requirements affecting the Company and ensuring that actions comply with both departmental procedures and this job description.
Qualifications & Skills
- The jobholder must be CTA, ACCA or STEP qualified or equivalent.
- The jobholder is a technical specialist in their respective field.
- The work is highly confidential and requires the jobholder to perform well under pressure.
- Acts as a senior point of contact with key internal and external clients or relevant stakeholders.
- The jobholder must show self-motivation and ability to work independently.
Senior Trust Manager employer: Apex Group Ltd (UK Branch)
Contact Detail:
Apex Group Ltd (UK Branch) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Trust Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the hunt for a Senior Trust Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by researching Apex Group thoroughly. Understand their values, recent developments, and how they operate globally. This will not only help you answer questions but also show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice your pitch! Be ready to discuss your experience managing UK trusts and leading teams. Highlight specific examples where you’ve made a positive impact, as this will set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the Apex Group family.
We think you need these skills to ace Senior Trust Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Trust Manager role. Highlight your experience with UK trusts and any supervisory roles you've held. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for trust management and how you can contribute to our team. Be sure to mention why you're excited about working with Apex Group.
Showcase Your Qualifications: Since we’re looking for someone CTA, ACCA or STEP qualified, make sure to prominently display your qualifications. We want to know you have the technical expertise to manage our clients' trusts effectively.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Apex Group Ltd (UK Branch)
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of UK trusts, including the latest legislation and case law. Being able to discuss specific examples from your experience will show that you're not just familiar with the theory but can apply it in practice.
✨Demonstrate Leadership Skills
As a Senior Trust Manager, you'll be supervising junior staff. Prepare to share examples of how you've successfully managed teams in the past, highlighting your ability to motivate and guide others while ensuring high standards of service.
✨Client Relationship Management is Key
Be ready to talk about your approach to managing client relationships. Think of specific instances where you've built trust with clients or resolved issues effectively. This will demonstrate your commitment to client satisfaction, which is at the heart of the role.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge, especially around tax calculations and trust management. Brush up on common scenarios you might face and be prepared to explain how you'd handle them, showcasing your problem-solving skills.
