Trust Operations Manager

6 days ago

Bournemouth, Bournemouth, United Kingdom NET Recruit Full time

About NET Recruit

NET Recruit is partnering with a reputable financial services organisation to find a skilled Trust Operations Manager to join their team in the Greater Bournemouth area.

Job Summary

This is a highly valuable role within the business, responsible for spearheading the administration and management of a range of trusts while managing the trust team. The successful candidate will have the opportunity to contribute in a strategic and meaningful manner, proactively revolutionising the systems and processes of the business to ensure they are aligned with business goals.

Key Responsibilities

  • Team Leadership: Lead and develop the trust team, managing appraisals, development plans, and training activities to ensure the team is equipped to handle the demands of trust management.
  • Trust Management: Manage a portfolio of trusts within the remit and proactively identify and mitigate potential risks within the trust management processes.
  • Reporting and Presentations: Organise operational management meetings, prepare relevant reporting beforehand, and present key insights to the board and key stakeholders.
  • Process Improvement: Implement new systems and staffing changes where needed, introducing system upgrades, AI technology, and new procedures to optimise business output.
  • New Business Submissions: Oversee new business submissions, ensuring that onboarding processes are seamless and efficient.
  • Relationship Management: Maintain and develop key relationships with strategic partners.
  • Compliance: Ensure that legislative knowledge is kept up to date and make sure the business is compliant with relevant regulations.

Requirements

The ideal candidate will have previous experience within a trust administration role, specifically within the financial services, legal, or accountancy sector, along with several years' experience of managing or supervising a team of people. They should have exceptional organisational and communication skills and have sound IT knowledge, particularly with MS Office. All candidates should have already or be working towards a STEP Trust and Estate Practitioner qualification/accreditation.

What We Offer

The successful candidate for this role could be entitled to a salary of up to £70,000 depending on previously acquired knowledge and experience. A competitive pension contribution, good holiday allowance, health plan, and death in service package is available for all employees. The company has said there is the possibility for one day a week to be worked remotely, after the completion of a probationary period and at the manager's discretion.

Personal and Professional Development

The business provides the relevant support to help their employees achieve qualifications and training in their skills and key areas, helping them to progress through their careers and aid in personal and professional development. There will also be excellent opportunities for growth within the team and wider business too.

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