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For Companies At a Glance
- Tasks: Lead a team managing trusts and deliver exceptional client service.
- Company: Join a reputable firm known for its expertise in trust services.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth.
- Why this job: Make an impact by overseeing trust cases and developing your leadership skills.
- Qualifications: 5+ years in trust management, relevant degree or STEP qualification required.
- Other info: We value diversity and encourage applicants from all backgrounds.
The predicted salary is between 43200 - 72000 £ per year.
Trusts Manager
Bristol
Are you an experienced Trusts professional looking for a leadership role in a growing and dynamic firm? We are working with a well-established provider of trust services that is looking for a Trusts Manager to join their team in Bristol.
The Firm
With a strong reputation in the trust sector, our client manages a significant portfolio of family trusts and assets. Their team of dedicated professionals delivers expert guidance to clients across the UK, and they are continuing to expand. As part of this growth, they are seeking an experienced Trusts Manager to oversee a portfolio of trusts, develop the team, and ensure the highest standards of client service.
The Role
This is a fantastic opportunity for a confident and proactive individual with a strong background in trust case management. You will lead and develop a team, ensuring trust cases are managed efficiently while maintaining compliance with regulatory requirements.
Key Responsibilities:
- Oversee and manage a portfolio of trusts, delivering exceptional client service.
- Provide leadership and guidance to a team of trust case managers.
- Ensure efficient administration of trust cases and compliance with all relevant policies.
- Deliver technical training to develop the skills of the wider team.
- Offer specialist trust knowledge and support business projects where needed.
- Maintain a high standard of risk management and compliance.
- Work collaboratively with senior leadership to contribute to business development and operational success.
To be successful in this role, you should have:
- At least 5 years’ experience managing trusts in a similar environment.
- A relevant Law degree or STEP qualification.
- Strong knowledge of UK trust taxation.
- Leadership skills with experience managing a team.
- Excellent communication and organisational abilities.
- Proficiency in Microsoft Office and confidence working in a fast-paced, professional environment.
Apply today or contact Mollie Smith for further information!
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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
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Trusts Manager - Bristol employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts Manager - Bristol
✨Tip Number 1
Make sure to highlight your leadership experience in trust case management during any networking opportunities. Connect with professionals in the trust sector on platforms like LinkedIn and engage in discussions about best practices and industry trends.
✨Tip Number 2
Consider attending industry conferences or seminars related to trust management. This will not only expand your knowledge but also help you meet potential colleagues and employers who might be looking for someone with your expertise.
✨Tip Number 3
Stay updated on the latest regulations and compliance requirements in the UK trust sector. Being knowledgeable about current changes can give you an edge in conversations with hiring managers and demonstrate your commitment to the field.
✨Tip Number 4
If you have any connections within the firm or know someone who works there, reach out for an informational chat. Personal referrals can significantly increase your chances of landing an interview, so don't hesitate to leverage your network.
We think you need these skills to ace Trusts Manager - Bristol
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Trusts Manager position. Understand the key responsibilities and required qualifications, so you can tailor your application to highlight your relevant experience.
Highlight Relevant Experience: In your CV and cover letter, emphasize your 5+ years of experience managing trusts. Provide specific examples of how you've successfully overseen trust portfolios and led teams in previous roles.
Showcase Leadership Skills: Since this role requires strong leadership abilities, make sure to include instances where you've provided guidance or training to team members. Highlight any successful projects that demonstrate your capability to lead effectively.
Tailor Your Application: Customize your cover letter to reflect your understanding of the firm's values and goals. Mention how your skills align with their commitment to exceptional client service and compliance, which is crucial for the Trusts Manager role.
How to prepare for a job interview at Pro-Tax
✨Showcase Your Trusts Expertise
Make sure to highlight your experience managing trusts, especially any specific cases that demonstrate your ability to handle complex situations. Be prepared to discuss UK trust taxation and how it impacts your management strategies.
✨Demonstrate Leadership Skills
Since this role involves leading a team, share examples of how you've successfully managed and developed teams in the past. Discuss your approach to providing guidance and support to ensure high standards of client service.
✨Prepare for Technical Questions
Expect questions related to compliance and risk management. Brush up on relevant policies and regulations to show that you can maintain compliance while efficiently managing trust cases.
✨Communicate Effectively
Strong communication skills are essential for this role. Practice articulating your thoughts clearly and confidently, especially when discussing your vision for team development and client service excellence.
