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Trust Officer
Job in
Bournemouth, Dorset County, BH1, England, UK
Listed on 2026-01-18
Listing for:
WAY Trustees Limited
Full Time
position Listed on 2026-01-18
Job specializations:
-
Finance & Banking
Accounting & Finance, Wealth Management
Job Description & How to Apply Below
WAY Trustees Limited, part of the respected WAY Group, is an independent provider of trust-based wealth preservation planning and management solutions. Specialising in creating trusts and managing family wealth, we offer robust and flexible asset protection tailored for intergenerational wealth planning. Headquartered in Dorset, we provide a national professional service focused on safeguarding assets from potential family changes and Inheritance Tax.
Role DescriptionThis is a full-time role within the trust operations team at WAY Trustees Limited in Ferndown, Dorset. They will be responsible for the management of the trusts and the delivery of excellent customer service.
Qualifications- Estate Planning and Financial Planning skills preferable
- Fiduciary and Finance knowledge
- Excellent analytical and problem-solving skills
- Strong attention to detail and organisational abilities
- Ability to communicate complex concepts effectively
- Willingness to obtain Professional Qualifications
- Bachelor's degree in Finance, Accounting, Law, or related field
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