Great opportunity for an experienced trust professional to join a growing specialist trust services provider to the very wealthy.
You will be part of a friendly and dynamic team with responsibility for the management of your own portfolio of trusts, ensuring they are fully compliant with the terms of the underlying instrument and the legislation. This is a fast paced environment where client priorities can change daily, so you need to be flexible and able to adapt quickly to changing client needs.
The key focus for the firm is operational excellence and the provision of a high touch client service. You will work closely together with your team to provide this, supporting and mentoring other colleagues who are developing their trust skills. This isn’t a micromanaging environment so you will need to be comfortable working off your own initiative, as well as working within a team. There is a great team atmosphere and everyone enjoys rolling their sleeves up and getting involved.
The role will suit someone with a strong trust background who has experience of running and managing a caseload. You may have gained this experience in a financial services environment e.g. bank, or an accountancy firm or with a specialist provider. A basic awareness of UK taxes such as income, capital gains and inheritance tax would be helpful.
The firm would like to hear from anyone with 2+ years’ trusts experience upwards within commuting distance of Bristol. Working patterns can be flexed according to need. The team are usually in the office 4 days per week.
There is a generous remuneration package to include joining the company share scheme after one year’s service. The firm are also committed to the continuing professional development of their staff and will sponsor the STEP qualification, if desired.
For a confidential chat and more information, please contact Sharon Furbank at email@example.com