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Posted 6 months ago

  • Sector: Trust
  • Job Ref: 40744

Advance your career and join an award-winning team within a market leading financial services provider, that constantly strives to widen the gap in quality between themselves and their competitors.

As Senior Trust Manager, you will provide technical knowledge and advice to the team. You will also act as client contact and manage trust client relationships for a number of complex and high value clients, ensuring their needs and expectations are met.

If you are looking for a new career opportunity with a company which believes everyone should have the opportunity to enjoy a great work-life balance, we would like to hear from you.

Responsibilities will include:

  • Taking the lead in client meetings (virtual or face to face) and dealing with the affairs of the most complex clients, whilst developing key relationships 

  • Identifying opportunities to maximise revenue with existing clients 

  • Reviewing new business plans and ensuring these are signed off

  • Acting as an escalation point of contact for clients 

  • Leading and supporting more junior members of staff to deliver a high level of client service 

Experience and skills required:

  • Previous management experience in trust and company, and ideally employee benefits 

  • Hold a relevant professional qualification, such as ICSA at Diploma or Professional level 

  • Good technical knowledge of share plan structures and their generic features would be desirable

  • Excellent written and verbal communication skills 

  • Highly organised and able to prioritise multiple tasks 

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