Your Company:
NET Recruit are partnering with an excellent financial services organisation who are searching for a Trust Operations Manager to join their team located in the Greater Bournemouth area. This company has been operating for years, providing diligent and well thought out financial services to its customers, valuing their needs and holding the quality of the customer service in the highest regard.
This will be a highly valuable role within the business, spearheading the administration and management of a range of trusts whilst managing the trust team. There will be plenty of opportunity to contribute in a strategic and meaningful manner, proactively revolutionising the systems and processes of the business to ensure these are aligned with business goals.
Your Roles and Responsibilities:
While in this role your duties may include but are not limited to
- Leading and developing the trust team, managing appraisals, development plans and training activities
- Managing a portfolio of trusts within the remit and proactively identifying and mitigating potential risks within the trust management processes
- Organising operational management meetings, preparing relevant reporting beforehand and presenting key insights to the board and key stakeholders
- Implementing new systems and staffing changes where needed, introducing system upgrades, AI technology and new procedures to optimise business output
- Overseeing new business submissions, ensuring that onboarding processes are seamless
- Maintaining and developing key relationships with strategic partners
- Ensuring that legislative knowledge is kept up to date and making sure the business is compliant with this
What you will need to Apply:
For this role, the ideal candidate will need to possess 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. You 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 you will get in Return:
The successful candidate for this role, could be entitled to a salary of up to £70,000 depending on previously knowledge and experience. A competitive pension contribution, good holiday allowance, health plan and death in service package is available for all employees. The company have said there is the possibility for one day a week to be worked remotely, after the completion of a probationary period and at the managers' discretion.
This business also provides the relevant support in order 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.
If this exciting role appeals to you then please do not delay in reaching out to:
Joshua Whitton - Recruitment Partner
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