Senior Trust Officer

JOB:
Senior Tust Officer

SALARY £30,000 – £40,000 dependent on qualifications

LOCATION:

Bournemouth

• 25 days holiday (plus Bank hols)
• Death in Service (4xannual salary)
• PMI
• Heath Care Cash Plan
• Pension (5% employer contributions)
• Free on-site parking
• Support and professional development training to achieve relevant qualifications

Main Purpose of the role of Senior Trust Officer is to provide administration for a range of trust and financial products.

• To provide senior-level trust administration and technical oversight supporting the Head of Trust Operations in managing workload, mentoring team members, and ensuring continuity of expertise as part of the company’s operational team.
• This position is suited to an experienced Trust Officer (or trust-focused legal/accountancy professional) who wishes to take the next step into a senior, supervisory role, with a clear career pathway to Assistant Manager.

• Trust Administration & Technical Oversight
• Trustee Decision-Making
• Team Leadership & Development
• Stakeholder & Adviser Support
• Process Improvement & Succession Planning

• Significant experience (typically 3+ years) in trust administration or a relevant legal or accountancy role with exposure to trusts and taxation.
• Strong working knowledge of trust taxation, including income tax, CGT, and trust reporting obligations.
• Experience operating within a regulated financial services or professional services environment.
• Excellent attention to detail, numeracy, and written communication skills.
• Confident communicator, able to deal professionally with advisers, clients, and senior stakeholders.
• Strong organisational skills with the ability to manage competing priorities and deadlines.
• Demonstrated ability to mentor or support junior colleagues.

• STEP qualifications (Certificate or Diploma) or working towards STEP.
• A professional accounting qualification, or equivalent experience, with practical exposure to trust taxation and the preparation or review of trust tax returns.
• Prior experience supervising staff or acting as a senior technical resource.
• Advanced Microsoft Office skills, particularly Excel and Word.

• Positive, proactive, professional, and solutions focused.
• Flexible and adaptable in a growing business environment.
• Motivated to develop into a broader leadership role, with ambition to progress to Assistant Manager.
• Committed to ongoing technical and professional development.

Real Recruitment Solutions is committed to a policy of equal opportunities across all areas of our business and at all stages in the selection process. Acting in accordance with the Equality Act 2010 and guidelines given by the REC, we treat everyone equally irrespective of sex, sexual orientation, gender reassignment, marital status, age, disability, race, ethnic or national origin, religion, political beliefs or membership or non-membership of a Trade Union.