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- Tasks: Lead trust administration and mentor a dynamic team in a growing financial environment.
- Company: Join a forward-thinking company committed to equal opportunities and professional growth.
- Benefits: Enjoy 25 days holiday, health care cash plan, and a competitive salary.
- Why this job: Step into a senior role with clear pathways for career advancement and personal development.
- Qualifications: 3+ years in trust administration or relevant legal/accountancy experience required.
- Other info: Flexible work environment with a focus on ongoing training and support.
The predicted salary is between 30000 - 40000 £ per year.
Please make an application promptly if you are a good match for this role due to high levels of interest.
SALARY: £30,000 - £40,000 dependent on qualifications
LOCATION: Bournemouth
Benefits include:
- 25 days holiday (plus Bank holidays)
- Death in Service (4x annual salary)
- PMI
- Health Care Cash Plan
- Pension (5% employer contributions)
- Free on-site parking
- Support and professional development training to achieve relevant qualifications
Main Purpose: The main purpose of the role of Senior Trust Officer is to provide administration for a range of trust and financial products. To provide senior-level trust administration and technical oversight supporting the Head of Trust Operations in managing workload, mentoring team members, and ensuring continuity of expertise as part of the company’s operational team. This position is suited to an experienced Trust Officer (or trust-focused legal/accountancy professional) who wishes to take the next step into a senior, supervisory role, with a clear career pathway to Assistant Manager.
Key Responsibilities:
- Trust Administration & Technical Oversight
- Trustee Decision-Making
- Team Leadership & Development
- Stakeholder & Adviser Support
- Process Improvement & Succession Planning
Key Attributes, Skills & Qualifications:
Essential:
- Significant experience (typically 3+ years) in trust administration or a relevant legal or accountancy role with exposure to trusts and taxation.
- Strong working knowledge of trust taxation, including income tax, CGT, and trust reporting obligations.
- Experience operating within a regulated financial services or professional services environment.
- Excellent attention to detail, numeracy, and written communication skills.
- Confident communicator, able to deal professionally with advisers, clients, and senior stakeholders.
- Strong organisational skills with the ability to manage competing priorities and deadlines.
- Demonstrated ability to mentor or support junior colleagues.
Desirable:
- STEP qualifications (Certificate or Diploma) or working towards STEP.
- A professional accounting qualification, or equivalent experience, with practical exposure to trust taxation and the preparation or review of trust tax returns.
- Prior experience supervising staff or acting as a senior technical resource.
- Advanced Microsoft Office skills, particularly Excel and Word.
Personal Qualities:
- Positive, proactive, professional, and solutions focused.
- Flexible and adaptable in a growing business environment.
- Motivated to develop into a broader leadership role, with ambition to progress to Assistant Manager.
- Committed to ongoing technical and professional development.
Real Recruitment Solutions is committed to a policy of equal opportunities across all areas of our business and at all stages in the selection process. Acting in accordance with the Equality Act 2010 and guidelines given by the REC, we treat everyone equally irrespective of sex, sexual orientation, gender reassignment, marital status, age, disability, race, ethnic or national origin, religion, political beliefs or membership or non-membership of a Trade Union.
Real Recruitment Solutions ensure that each candidate is assessed only in accordance with their merits, qualifications and ability to perform the relevant duties required by the particular vacancy.
Senior Trust Officer in Bournemouth employer: Real Recruitment Solutions
Contact Detail:
Real Recruitment Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Trust Officer in Bournemouth
✨Tip Number 1
Network like a pro! Reach out to your connections in the trust and financial sectors. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss trust taxation and administration, as well as your experience mentoring others. We want you to shine!
✨Tip Number 3
Showcase your leadership skills! Be ready to share examples of how you've supported junior colleagues or improved processes in your previous roles. This will highlight your readiness for a senior position.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Senior Trust Officer in Bournemouth
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in trust administration and any relevant qualifications. We want to see how your skills match the Senior Trust Officer role, so don’t hold back on showcasing your expertise!
Showcase Your Communication Skills: Since this role involves dealing with clients and stakeholders, it’s crucial to demonstrate your written communication skills. Use clear and professional language in your application to reflect your ability to communicate effectively in a senior position.
Highlight Leadership Experience: If you’ve had any experience mentoring or leading teams, make sure to mention it! We’re looking for someone who can support and develop junior colleagues, so share examples of how you’ve done this in the past.
Apply Through Our Website: We encourage you to submit your application through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates regarding your application status!
How to prepare for a job interview at Real Recruitment Solutions
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trust administration and taxation. Be prepared to discuss specific cases or scenarios where you've applied your expertise, as this will show your depth of understanding and experience in the field.
✨Showcase Your Leadership Skills
Since this role involves team leadership and mentoring, think of examples where you've successfully led a team or supported junior colleagues. Highlight your ability to manage competing priorities and how you've improved processes in previous roles.
✨Communicate Confidently
Practice articulating your thoughts clearly and professionally. You’ll need to interact with advisers and senior stakeholders, so being able to communicate complex information simply is key. Consider doing mock interviews to refine your delivery.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare insightful questions about the company’s approach to trust administration and their expectations for the Senior Trust Officer role. This shows your genuine interest and helps you assess if it’s the right fit for you.
