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Posted 4 months ago

  • Sector: Trust
  • Job Ref: 39592

A great opportunity for an experienced and qualified trust professional to join a wealth management organisation which offers a stimulating and dynamic work environment.

Acting as a mentor to more junior members of team, you will also support the Director in strengthening relationships with clients, professional advisors and family offices in order to generate new business whilst ensuring a quality service is delivered.

This agile and reliable company will support you in reaching you career ambitions, developing your skills and experience and encouraging innovation.

Responsibilities will include:

  • Overseeing all aspects of the management of a portfolio of trusts and companies, providing guidance to more junior members of the team 

  • Actively encouraging the development of staff, supporting training and undertaking performance assessments 

  • Ensuring the company meets its regulatory, risk and procedural requirements 

  • Acting as a ‘B’ level signatory 

  • Ensuring the company’s procedures and standards are met with a particular focus on effective time records, billing and collection 

Experience and skills required:

  • Minimum of 10 years’ management practice of trust and fiduciary services 

  • Ability to identify and develop new business opportunities 

  • Strong interpersonal and presentation skills 

  • Holds a relevant professional qualification  

  • Good awareness of industry best practice and developments in other jurisdictions 

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.