Trust Manager

London, United Kingdom April 15, 2026

We have been exclusively assigned to appoint a Trust Manager on behalf of a leading fiduciary services provider. This is a rare and exciting opportunity to manage a portfolio of complex trust structures, including employee ownership trusts, while delivering high standards of administration, compliance, and client service.

Key Responsibilities

Commercial Management

Ensure accurate time recording and timely billing.
Monitor debtor balances and liaise with finance to support prompt collection.
Meet defined Key Performance Indicators.
Identify opportunities to enhance client value through additional services or restructuring.
Support business development by nurturing client relationships and assisting with onboarding.
Collaborate with internal teams to align pricing models and service agreements with market expectations.

Trust Administration

Administer a diverse portfolio of trusts with a focus on quality and compliance.
Serve as a primary contact for clients, intermediaries, and advisors.
Review and approve trust transactions, documentation, and communications.
Maintain trust records including resolutions, minutes, and statutory filings.
Coordinate distributions, asset transfers, and other trust-related activities.
Ensure accurate record-keeping and reporting via trust management systems.

Risk & Compliance

Ensure compliance with UK and international regulations including FATCA, CRS, AML, and GDPR.
Monitor trust activities for risk and escalate concerns as appropriate.
Stay informed of regulatory changes and update internal procedures accordingly.
Participate in audits and contribute to risk mitigation strategies.
Uphold internal policies and AML obligations.

General Duties

Attend client meetings and travel as required.
Represent the business professionally in all stakeholder interactions.
Contribute to internal projects aimed at improving operational efficiency.
Participate in industry events and professional development activities.
Maintain confidentiality and uphold high standards of integrity.
Act as one of the nominated “Four Eyes” and a B Signatory where required.

Candidate Profile

STEP, ICSA, or equivalent professional qualification (or currently working towards).
Ideally 5+ years’ experience in trust or fiduciary services.
Strong knowledge of trust and company law, AML/CFT regulations, and governance standards.
Excellent interpersonal and communication skills with a client-focused approach.
Proven ability to manage multiple priorities and meet deadlines.
Experience supervising or mentoring junior staff is advantageous.
High attention to detail and commitment to quality.