UK Trusts Lead — Portfolio & Compliance
UK Trusts Lead — Portfolio & Compliance

UK Trusts Lead — Portfolio & Compliance

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 relationship 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 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

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 the inside scoop on a role that’s perfect for you.

Tip Number 2

Prepare for interviews by researching the company and its values. Tailor your answers to show how your experience aligns with their mission, especially in managing UK trusts and ensuring compliance. We want you to shine!

Tip Number 3

Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds.

Tip Number 4

Apply through our website! We’ve got a range of roles that could be just what you’re looking for. Plus, it shows you’re serious about joining our team and makes it easier for us to find your application.

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

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 to catch our eye!

Showcase Your Client Management Skills: We want to see how you’ve built and maintained strong client relationships in your previous roles. Share specific examples that demonstrate your ability to manage diverse portfolios and ensure high service levels.

Be Clear and Concise: When writing your application, keep it straightforward. Use clear language and avoid jargon unless it’s relevant to the role. We appreciate a well-structured application that gets straight to the point!

Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!

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. Think of specific instances where you've gone above and beyond for a client or turned a challenging situation into a positive outcome. This will highlight your interpersonal skills and commitment to service excellence.

Prepare Questions That Matter

Interviews are a two-way street, so come prepared with insightful questions about the firm's culture, growth opportunities, and expectations for the role. This shows that you're not only interested in the position but also in how you can contribute to the company's success.

UK Trusts Lead — Portfolio & Compliance
Apex Group Ltd

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