Senior Trust Manager

JMC Legal Recruitment; Bristol; On-site; GBP 55,000 - 65,000; Full time

Job summary

An established industry player is looking for a Senior Trust Manager to lead a dynamic team in managing family trusts. This role offers the chance to oversee a portfolio while mentoring trust case managers, ensuring high-quality service and operational excellence. With a commitment to growth and a positive culture, you will have the opportunity to make a significant impact in a fast-growing business. If you have extensive experience in trust management and are ready to take on a leadership role, this position is perfect for you.

Benefits

25 Days Holiday

Private Health Insurance

Life Cover

Income Protection

Qualifications

• 7+ years managing UK family trusts with strong knowledge of taxation.
• Proven leadership and decision-making capabilities.

Responsibilities

• Lead a team of trust case managers to ensure high-quality service.
• Manage own trust cases while mentoring team members.

Skills

Leadership Skills

Decision-Making Skills

Trust Taxation Knowledge

Regulatory Compliance Knowledge

Education

Relevant Law Degree

STEP Qualification

Job description

Senior Trust Manager | Bristol

Are you an experienced trust professional looking for a leadership role in a dynamic, growing organisation? You will play a key role in managing and developing a portfolio of UK family trusts, while also mentoring and guiding a team of trust case managers.

The Business

Established in 2020, this firm acts as trustee for over 5,000 trusts, managing nearly £2 billion in assets. With a leadership team boasting over a century of combined trust experience, they are proud to operate as a truly independent trust company. Their culture is built on mutual respect, collaboration, and excellence - where each team member plays a vital role in their shared success.

The Role

The business is seeking a Senior Trust Manager to lead a team of trust case managers and oversee the delivery of high-quality service across a portfolio of family trusts. You will be hands-on in your approach, taking direct responsibility for your own portfolio, while also supporting, mentoring, and developing your team to deliver outstanding client service. You will play an essential role in maintaining operational excellence and driving forward key projects within the business.

In this role, you'll work closely with both clients and internal teams to ensure all aspects of trust administration are handled with precision, compliance, and care. Your responsibilities will include managing your own trust cases, reviewing and overseeing the work of your team, and delivering technical training and support. You'll also contribute to wider business projects, offering insight and leadership in specialist areas while supporting the continuous improvement of processes and procedures.

You'll be joining a forward-thinking, fast-growing business with a clear strategic vision and a commitment to excellence. As part of the senior case management team, you'll have the opportunity to make a meaningful impact on the business, working in a positive and high-performance culture that recognises expertise and encourages growth.

Requirements

• 7 years minimum of experience managing UK family trusts, alongside strong knowledge of trust taxation and regulatory requirements.
• A relevant law degree and/or STEP qualification.
• Excellent leadership and decision-making skills.

What's On Offer

• 55-65K DOE
• 25 Days Hol
• Priv Health, life cover, income protection and much more.

If you are seeking a rewarding, stimulating role within a growing business, please do not hesitate to reach out.