Senior Trust Officer

JR United Kingdom; Bolton; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading firm in the financial services sector is seeking a Senior Trust Officer to provide strategic guidance and manage trust portfolios. This role requires strong organizational skills and the ability to deliver exceptional client service, in addition to compliance with regulatory requirements. The successful candidate will manage their own workload in a dynamic environment and collaborate with internal and external stakeholders.

Qualifications

• 4+ years experience in UK trusts administration.
• Proven record of exceptional client service.
• Understanding of HMRC and TRS reporting.

Responsibilities

• Manage day-to-day administration of trusts and client entities.
• Deliver exceptional client service and maintain professional relationships.
• Ensure compliance with relevant regulations and internal policies.

Skills

Client Service

Organizational Skills

Communication

Attention to Detail

Compliance Knowledge

Job description

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Senior Trust Officer, Bolton, Greater Manchester

Client:

Broadgate

Location:

Bolton, Greater Manchester, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

5

Posted:

31.05.2025

Expiry Date:

15.07.2025

Job Description:

Do you have the expertise to navigate the complexities of financial services while offering strategic direction to diverse stakeholders? Then, look no further. A Senior Trust Officer role has become available within an organization that supports a range of private stakeholders, offering guidance across both personal and commercial interests, including longstanding estate structures.

Key Responsibilities:

• Manage the day-to-day administration of a defined portfolio of trusts and client entities.
• Deliver exceptional client service while maintaining strong, professional relationships with clients and other stakeholders.
• Serve as the primary point of contact for assigned clients and trust stakeholders, ensuring timely and effective communication.
• Take ownership of personal workload, demonstrating strong organizational and time-management skills.
• Collaborate with internal colleagues and external partners across multiple jurisdictions to support trust-related matters and client needs.
• Contribute to project-specific teams within Saffery Trust offices in other international locations.
• Maintain accurate records and ensure compliance with relevant regulations and internal policies.

What You Bring:

• 4+ years of experience in the day-to-day administration of UK trusts and related corporate entities.
• A proven record of delivering exceptional client service.
• HMRC Reporting: Understanding and hands-on experience with reporting to HMRC (Her Majesty's Revenue and Customs).
• TRS Reporting: Direct experience with the Trust Registration Service (TRS). This is a key area of UK trust compliance.
• Land Registry: Familiarity with Land Registry requirements for property held in trusts.
• Attention to Detail: Critical for accuracy in financial and legal administration.
• Responsibility & Autonomy: The ability to manage their own workload effectively and be trusted with significant responsibilities in a remote environment.