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- Annual Salary:Â Competitive
- Location:Â Bristol
- Job Type:Â Full-time
An esteemed trust services provider in the UK is seeking a Trust Case Manager. Since its inception in 2020, the company has successfully managed over 3,000 trusts, encompassing £1.2bn in assets. This role is ideal for a proactive, self-assured individual who has a background in managing trust cases and is eager to lead a team towards excellence.
Day-to-day Responsibilities:- Manage and oversee a diverse portfolio of existing trusts, ensuring top-tier service.
- Optimize the management of trust cases, enhancing support from the broader trust team.
- Supervise case managers to maintain high standards in case administration.
- Develop and conduct technical training sessions for individuals and teams.
- Ensure compliance with regulatory standards.
- Spearhead and assist in technical business projects and engage in broader team activities as required.
- Offer expert trust guidance to both the team and other colleagues.
- Oversee compliance and risk management within the team, adhering to policies and legal standards.
- Cultivate a culture of high performance within the team.
- Demonstrated leadership and teamwork capabilities.
- Strong decision-making skills.
- A Law degree or STEP qualification relevant to the field.
- A minimum of 5 years’ experience in trust management within a comparable setting.
- In-depth knowledge of UK trust taxation.
- Excellent organizational and communication skills, capable of building strong relationships with both clients and team members.
- Proficiency in Microsoft Office suite.
- A competitive salary and comprehensive benefits package.
- Opportunities for professional advancement and skill development.
- A dynamic and supportive working environment.
Interested candidates for the Trust Case Manager position are encouraged to submit a CV and a cover letter, outlining relevant experiences and motivations for applying for this role.
