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- Tasks: Lead and develop a team managing family trusts while ensuring high client service standards.
- Company: Join a dynamic team in Bristol or Fareham, committed to excellence in trust management.
- Benefits: Enjoy 25 days leave, hybrid working, and a generous pension contribution.
- Why this job: Make a real impact by guiding a team and enhancing your trust expertise in a supportive environment.
- Qualifications: Must have a relevant Law degree/STEP qualification and 5 years' trust management experience.
- Other info: This is a permanent, full-time role with opportunities for professional development.
The predicted salary is between 40000 - 46000 £ per year.
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 Ltd
Contact Detail:
Heat Recruitment Ltd 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 family trusts in the UK. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to maintaining high standards in trust management.
✨Tip Number 2
Network with professionals in the trust management field, especially those who have experience in leading teams. Attend industry events or join relevant online forums to connect with potential colleagues and gain insights into effective team leadership in this sector.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed trust cases in the past. Highlight your decision-making skills and how you’ve optimised team performance, as these are crucial for the Trust Manager role.
✨Tip Number 4
Showcase your ability to deliver technical training by preparing a brief outline of a training session you could conduct for new team members. This will illustrate your leadership capabilities and your commitment to developing others in the trust management field.
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 and leadership. Use specific examples that demonstrate your ability to manage trusts and lead a team effectively.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Trust Manager role. Discuss how your background aligns with the job requirements, particularly your experience with UK trusts and your leadership skills.
Showcase Relevant Qualifications: Clearly mention your relevant qualifications, such as your Law degree or STEP qualification, in both your CV and cover letter. This will help you stand out as a qualified candidate.
Highlight Soft Skills: Emphasise your strong organisational and communication skills in your application. Provide examples of how you've built relationships with clients and colleagues, as these are crucial for the role.
How to prepare for a job interview at Heat Recruitment Ltd
✨Showcase Your Trust Knowledge
Make sure to brush up on your understanding of UK trust taxation and case management. Be prepared to discuss specific examples from your past experience that demonstrate your expertise in managing trusts effectively.
✨Demonstrate Leadership Skills
As a Trust Manager, you'll be leading a team. Highlight your previous leadership experiences and how you've successfully guided teams in the past. Share instances where you’ve developed team members' skills or improved team performance.
✨Prepare for Technical Questions
Expect questions related to regulatory requirements and compliance in trust management. Familiarise yourself with relevant policies and procedures, and be ready to explain how you ensure adherence to these standards in your work.
✨Emphasise Communication Skills
Strong communication is key in this role. Prepare to discuss how you build relationships with clients and colleagues. Consider sharing examples of how you've effectively communicated complex information to different stakeholders.
