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Associate Director, Trusts


SteppingStones is working alongside our client, a leading financial organization to assist them in sourcing an Associate Director, Trusts.

The successful candidate will assist, advise, and develop policy for all Trust matters. The responsibilities of the role include but are not limited to researching and reporting legislative changes that may affect the organization, performing detailed reviews of client documents and communication, and assisting with data protection, international tax compliance and AML.

We are looking for a candidate with excellent communication skills, organization, and detail-orientation. Ideally, the candidate will have a proven successful record of client satisfaction and experience advising clients across a wide range industry sectors.


  • A Bachelor’s degree
  • Active STEP Qualification
  • 7+ years’ experience in the financial industry
  • 3+ years’ experience working with STAR, Charitable, Unit Trusts and PTC’s

For more information or to apply please email

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