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Professional Development Manager | STEP – Society of Trust and Estate Practitioners

STEP, a global professional body, are recruiting for a Professional Development Manager to support with the delivery of their new education strategy.

  • Location: London/Home based flexible working available
  • Salary: £37,000 per annum

The Professional Development Manager will play an integral role in the Professional Development team, supporting the delivery of STEP’s Education Strategy ensuring that STEP qualifications are regarded as career essentials for those working in the trust and estates professions worldwide.

This is a varied role with responsibility to ensure that STEP provides evolving and compelling professional development opportunities, underpinned by robust academic entry and quality standards. The post holder will need to demonstrate initiative, resourcefulness and resilience to work as a part of a small team, and be confident working in a multi-stakeholder, global professional association.

The main duties and responsibilities for the Professional Development Manager will be to coordinate the activities of the Professional Development across all areas of STEP’s Education Strategy. As well as to act as Secretary to the various working groups and committees within Professional Development’s responsibility, including agenda setting, minute taking, tracking action points, responding to queries and report writing.


The successful applicant will also provide customer support to the Professional Development inboxes, and enquiries by telephone providing specialist advice (training will be given).

The individual will work with colleagues in the Markets and Communications Directories to raise the profile of STEP’s education offer across STEP channels and branches.

As well as contribute to the wider projects and initiatives of the Professional Directorate ensuring the activities of Professional Development coalesce with the other functional areas of the Directorate and its strategic initiatives.

Who we are looking for

The ideal applicant will be highly articulate and have the ability to support a range of projects internally and externally across our international membership and partners, as well as the opportunity to lead a small portfolio of projects.

They will also be able to work in a multiple stakeholder environment, have attention to detail, and have the ability to work autonomously without supervision.

You will have experience of working in a support role in higher education or a professional body, as well as experience of working with complex policies and procedures.

Ideally, you will also have experience of working with exams or assessments, and a knowledge of education programmes as they relate to professional membership and standards.

We are looking for someone who has good organisational skills, has high level written and oral communication skills and the ability to represent the organisation at all levels. You will have research skills as well as commercial awareness.

Closing date: Friday 24th September 2021

For further information about the role, or to arrange a confidential discussion, please contact our advising consultants at Peridot Partners:

Kristina Preston | kristina@peridotpartners.co.uk

Polly Mortimer | polly@peridotpartners.co.uk


If you would like to know more about this role please contact Kristina Preston

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STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. STEP work to improve public understanding of the issues families face in this area and promote education and high professional standards among their members.

STEP has more than 21,000 members in 96 countries. Their members help families plan for their futures, from drafting a will to advising on issues concerning international families, protection of the vulnerable, family businesses and philanthropic giving. Full STEP members, known as TEP’s, are internationally recognised as experts in their field, with proven qualifications and experience.

Our Vision, Mission and Values

STEP’s Vision is to be globally recognised as setting the standard for those advising families across generations.

Our mission is to inspire confidence in families planning their assets across generations by setting and upholding high professional standards, informing public policy, promoting education, and connecting practitioners globally to share knowledge and best practice.


Our Vision and Mission are underpinned by our Values:

/ Community: We respect each other and value diversity

/ Collaboration: We work together and learn from each other to find new and better ways of doing things

/ Integrity: We are honest, open and committed to upholding our ethical and professional standards

/ Continuous learning: We champion continued learning and development to build the knowledge and skills necessary to deal with a rapidly-changing business environment

STEP is a brilliant organisation and we have developed as friendly and flexible place to work. It is an exciting place to work because of what we do and how we do it. We are constantly evolving to represent the diverse needs of our membership and the families they serve, and to ensure our ongoing relevance and impact.

Being a relatively small team of around 50 employees enables us to be open, honest and personal in our dealings with each other and with our members. Everyone who works for us plays a significant role – without them we wouldn’t exist – and everyone is seen, heard and valued.

We offer the following amenities:

  • Our buildings and facilities have step-free access
  • We have meeting rooms that support hearing loops
  • Accessibility dogs are always welcome on our premises
  • Papers and materials can be presented in different formats if needed
  • We would be happy to source a sign language interpreter if required
  • We provide a flexible working environment, as well as work patterns including locations

If you have any further needs around accessibility, please get in touch with Kristina for a confidential chat on how we can best fulfill your needs.

    To access a full job description and application details,
    please fill out the form below.


    Thank you for your interest in this role.

    Please download the Job Description and Person Specification and complete this Equality Monitoring Survey.

    To formally apply, please submit a CV and supporting statement (maximum 2 sides of A4) that clearly outlines your suitability for the role against the criteria provided in the person specification, including your interest and motivation in applying for this position.

    Please ensure that your application is emailed to response@peridotpartners.co.uk inserting “Professional Development Manager | STEP” into the subject field.

    For further information about the role, or to arrange a confidential discussion, please contact our advising consultants at Peridot Partners:

    Kristina Preston | kristina@peridotpartners.co.uk

    Polly Mortimer | polly@peridotpartners.co.uk

    We wish to encourage applications regardless of race, colour, nationality, ethnic or national origins, sex, disability, sexual orientation, gender reassignment, marital or civil partner status, pregnancy or maternity, age or religion or belief.

    All applications will be considered solely on merit.

    Disabled applicants are invited to contact us in confidence at any point during the recruitment process to discuss steps that could be taken to overcome operational difficulties presented by the job, or if any adjustments or support are required regarding the recruitment process.


    Closing date: Friday 24th September 2021

    First Stage Interviews: Monday 4th October 2021

    Second Stage Interviews: Monday 11th October 2021

    Equal Opportunities Monitoring  

    Peridot and STEP are committed to promoting equality and diversity. To help us raise awareness and support a culture that is diverse and recognises and develops the potential of all, we need to appreciate the profile of candidates who apply for positions. We would therefore be most grateful if you would complete this  equality monitoring survey.

    The information will be treated confidentially and anonymously and will help us to support our commitment to fair recruitment practice. All information provided will be held in the strictest confidence and will not be shared with anyone, in line with the new Data Protection Act 2018 launched on 25 May 2018.

    The information provided does not form part of the decision-making process and will not affect your application.

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