09 Aug 2023

Private Client and Trust Manager/Trainee Manager

Ref 36288

Are you an experienced Trust professional looking for the next step up? Our client is seeking a Private Client and Trust Manager/Trainee Manager to join them.

Key aspects of the role

  • Ensuring you have an in-depth knowledge of pension and trust legislation, regulations and statutory reporting requirements
  • Analysing workloads prioritising and delegating as required
  • Undertaking all aspects of staff management including attendance, probation, performance management meetings, developing and mentoring 
    Ensuring compliance requirements are applied consistently
  • Implementing and improving procedures
  • Reviewing file applications and making recommendations
    Ensuring and in-depth knowledge of the schemes and clients and be able to advise and inform the business
  • Promoting a cross jurisdiction cooperation within the team and business 
  • Attending and contributing at management meetings 
    Reporting to board meetings

You should have 3-5 years' experience in Trust and a relevant qualification. A logical approach to assessing productivity and implementing solutions is needed, along with excellent organisational skills. In addition, strong interpersonal skills are required, with the ability to motivate a team. If this sounds like a great opportunity, get in touch to register today!

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