We’re Recruiting – Join Us!

Fancy a new challenge with a small but mighty, progressive and growing firm, responsible for the management of millions of pounds worth of family wealth? Join Us!

Due to ongoing business growth, we are recruiting a Trust Administrator to the existing team that currently includes a Trust Operations Manager, Trainee Trust Manager and two Trust Officers. We are eager to “grow our own” so provide support and professional development training for all staff who wish to achieve relevant qualifications in our field which would positively impact the pay grade and also provide opportunities for promotion.

Role: Trust Administrator
Reports to: Trust Operations Manager

Main Purpose of Role
To provide a professional, flexible, and high-level administrative service to our Trust clients.

Responsibilities of Incumbent:
Be fully conversant and up to date with the operational aspects of WAY Trustees offering and general trust administration requirements.

  • Process new trust applications, liaising with internal & external investment partners administering the underlying investments.
  • Provide ongoing support to customers and advisers throughout the lifetime of the trusts.
  • Preparing accurate plan anniversary documentation within agreed timescales and distributing to customers and advisers.
  • Assist Trustees and their advisers in fulfilling the ongoing responsibilities associated with the trusts by responding to telephone or email enquiries
  • Processing returned anniversary documentation, instructing transactions at the appropriate times and monitoring progress to settlement.
  • Updating plan database to reflect plan and investment transactions.
  • Work closely with WAY’s Regional Sales Managers and external investment service providers

Suitable Candidates will have:

  • Previous experience in an administration role within the financial, legal or accountancy sectors would be preferable but not essential
  • Attention to detail and accuracy
  • Excellent numeracy skills
  • Excellent communication skills both orally and in writing with excellent interpersonal skills
  • Ability to process and absorb information quickly
  • Excellent organisational ability, prioritises work and sets realistic timescales
  • Will to obtain professional qualification

WAY Trustees Limited are recruiting this a full-time permanent position, is office-based, working 9am to 5pm Monday to Friday.

Benefits include:

  • Free on-site parking
  • Company pension scheme
  • Support and professional development training to achieve relevant qualifications
  • Flexible and remote working opportunities
  • Staff activities

For more information visit:
www.waytrustess.co.uk | www.waygroup.co.uk or to apply, send your CV and cover letter to recruitment@waygroup.co.uk