UK Trusts Lead — Portfolio & Compliance in London
UK Trusts Lead — Portfolio & Compliance

UK Trusts Lead — Portfolio & Compliance in London

London Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage a diverse portfolio of UK trusts and supervise junior staff.
  • Company: Reputable financial services firm based in London.
  • Benefits: Dynamic work environment with opportunities for growth and service excellence.
  • Why this job: Join a team that values compliance and client relationships while making a real impact.
  • Qualifications: CTA, ACCA or STEP qualified with strong client management skills.
  • Other info: Exciting opportunity to contribute to the company's growth.

The predicted salary is between 43200 - 72000 £ per year.

A reputable financial services firm located in London is seeking a Senior Trust Manager to manage a diverse portfolio of UK trusts. In this role, you will supervise junior staff, ensure compliance with legal standards, and maintain high service levels.

Successful candidates will be CTA, ACCA or STEP qualified with strong client relationship management skills. This position offers an opportunity to work in a dynamic environment while contributing to the company's growth and service excellence.

UK Trusts Lead — Portfolio & Compliance in London employer: Apex Group Ltd

As a leading financial services firm in London, we pride ourselves on fostering a collaborative and inclusive work culture that prioritises employee development and well-being. Our commitment to excellence is reflected in our comprehensive benefits package, which includes professional growth opportunities and a supportive environment for career advancement, making us an exceptional employer for those looking to make a meaningful impact in the financial sector.
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Contact Detail:

Apex Group Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land UK Trusts Lead — Portfolio & Compliance in London

Tip Number 1

Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead on a role that’s perfect for you.

Tip Number 2

Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you stand out as someone who’s genuinely interested in contributing to their growth.

Tip Number 3

Showcase your qualifications! If you’re CTA, ACCA or STEP qualified, make sure to highlight this in conversations. It’s a big deal and can set you apart from other candidates.

Tip Number 4

Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job, and applying directly can give you an edge over others.

We think you need these skills to ace UK Trusts Lead — Portfolio & Compliance in London

Client Relationship Management
Compliance Knowledge
Supervisory Skills
CTA Qualification
ACCA Qualification
STEP Qualification
Portfolio Management
Service Excellence
Attention to Detail
Dynamic Environment Adaptability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and qualifications mentioned in the job description. Highlight your CTA, ACCA, or STEP qualifications and any relevant experience managing UK trusts.

Showcase Your Compliance Knowledge: Since compliance is key for this role, include specific examples of how you've ensured legal standards in your previous positions. This will show us that you understand the importance of compliance in financial services.

Emphasise Client Relationship Skills: We want to see how you’ve built and maintained strong client relationships. Share stories that demonstrate your ability to manage client expectations and deliver high service levels.

Apply Through Our Website: For the best chance of success, make sure to apply through our website. It’s the easiest way for us to receive your application and keep track of it during the hiring process.

How to prepare for a job interview at Apex Group Ltd

Know Your Trusts Inside Out

Make sure you brush up on your knowledge of UK trusts, compliance regulations, and the specific services offered by the firm. Being able to discuss recent changes in legislation or trends in trust management will show that you're not just qualified but also genuinely interested in the field.

Showcase Your Leadership Skills

As a Senior Trust Manager, you'll be supervising junior staff. Prepare examples of how you've successfully led teams in the past, resolved conflicts, or mentored others. This will demonstrate your capability to manage and inspire a team effectively.

Client Relationship Management is Key

Be ready to discuss your approach to building and maintaining client relationships. Share specific examples of how you've handled challenging client situations or enhanced service levels. This will highlight your interpersonal skills and commitment to client satisfaction.

Prepare Questions That Matter

Think of insightful questions to ask during the interview. Inquire about the firm's growth plans, their approach to compliance, or how they support staff development. This shows your enthusiasm for the role and helps you assess if the company aligns with your career goals.

UK Trusts Lead — Portfolio & Compliance in London
Apex Group Ltd
Location: London
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  • UK Trusts Lead — Portfolio & Compliance in London

    London
    Full-Time
    43200 - 72000 £ / year (est.)
  • A

    Apex Group Ltd

    50-100
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