Senior Trust Officer

Department: Private Wealth

Employment Type: Permanent

About the Role

We're looking for a Senior Trust Officer to join our welcoming and collaborative Private Wealth team. This is an excellent opportunity for a driven professional to take ownership of a diverse portfolio of complex client structures, while delivering exceptional service and building long-term relationships.

In this role, you'll play a key part in supporting clients, guiding junior team members, and contributing to strategic solutions that help meet evolving client needs. You'll work closely with your Manager and colleagues in an environment that values development, initiative, and excellence.

What You'll Be Doing

Client & Portfolio Management

Manage and administer a portfolio of complex trust and company structures

Build strong, lasting relationships with clients, intermediaries, and professional advisers

Attend client meetings alongside directors and managers

Prepare and review key documentation, including minutes, resolutions, and reports

Deliver a seamless, high-quality client experience while maintaining strict confidentiality

Identify opportunities to enhance client solutions and long-term value

Team Contribution & Leadership

Act as a mentor and role model, supporting the development of junior colleagues

Provide clear guidance and share expertise to strengthen team capability

Embody company values and act as an ambassador for the department

Financial & Commercial Responsibility

Accurately record time daily and meet utilisation targets (currently 82%)

Proactively manage your work-in-progress (WIP) to minimise write-offs

Oversee billing processes for your portfolio

Monitor and manage payments, including for higher-risk clients

Compliance & Risk

Maintain up-to-date client due diligence (CDD) documentation

Ensure adherence to regulatory and risk management standards

Identify and escalate any compliance concerns promptly

What We're Looking For

Qualifications

Studying towards, or nearing completion of, a Table 5 qualification

Experience

Proven experience in trust and company administration, financial services, or a legal environment

Strong understanding of the regulatory landscape

Skills & Attributes

Excellent communication skills (written and verbal)

High level of accuracy and attention to detail

Strong organisational and time management abilities

Proactive, solution-focused mindset with a desire to learn and grow

Ability to work independently while contributing as part of a team

Forward-thinking approach—anticipating client needs rather than reacting to them

General & Operational Support

Contribute to the smooth day-to-day running of the business

Support the management team on projects and initiatives

Take ownership of your personal and professional development