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Our client, a UK-based trust business, is seeking a Trust Technical Manager to lead and develop a team of trust case managers. In this role, you will ensure trust cases are managed to the highest standards while providing technical expertise and oversight of trust administration. You will also support and mentor team members in developing their trust skills. A strong commitment to exceptional client service and regulatory compliance is essential.
Key Responsibilities
- Oversee and manage a portfolio of family trusts, ensuring efficient administration and high service standards.
- Provide leadership and guidance to trust case managers, ensuring their cases are handled effectively.
- Conduct technical training sessions for individuals and teams to enhance trust knowledge and expertise.
- Ensure trust cases comply with regulatory requirements and internal policies.
- Lead and support technical business projects as required.
- Collaborate with colleagues across the business to provide specialist trust knowledge and guidance.
- Maintain oversight of compliance and risk management within your team.
- Contribute to the ongoing development of trust policies and procedures to ensure operational efficiency.
- Foster a high-performance culture within the team.
Skills & Qualifications
Essential:
- Strong leadership and team management skills.
- Sound decision-making abilities.
- Relevant legal or STEP qualification.
- Minimum of five years’ experience in trust management with strong technical knowledge.
- Understanding of UK trust taxation.
- Excellent organisational and communication skills, with the ability to build strong relationships with clients and colleagues at all levels.
Desirable:
- Previous experience in trust case management.
- Ability to work independently and collaboratively within a multi-disciplinary team.
- Proficiency in Microsoft Office applications.
