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Posted 7 months ago

  • Sector: Trust
  • Job Ref: 39546

An exciting opportunity to be part of an innovative and efficient team, in a rapidly developing area, within this highly regarded, international organisation. Every day will offer new challenges and opportunities with different clients and colleagues, being empowered to take control of your own journey for your personal and professional development.

Working within a specialist team, you will assist with the management of a portfolio of private wealth clients covering a variety of trust structures, catering specifically for to the needs of wealth families, family offices and owner managed businesses.

If you are a proactive and forward thinking individual, driven to achieving excellence for yourself and others along with good organisation skills, the ability to work well under pressure and demonstrate good attention to detail, this could be the ideal career opportunity for you.

Responsibilities will include:

  • Administering a portfolio of clients, working to tight deadlines when needed

  • Proactively taking on additional administration tasks to support other team members, as required

  • Ensuring client records are accurate and kept up to date

  • Communicating openly and honestly with clients on a regular basis

  • Assisting in the opening of bank accounts and processing of payments

Experience and skills required:

  • Ideally have 1 or 2 years’ experience in a similar role or another area of the finance industry with transferable skills

  • Either hold or currently studying towards a relevant professional qualification (ICSA/STEP/ACCA)

  • Ability to deal with tasks independently, using own initiative and taking ownership of tasks

  • Committed and driven to achieving service excellence

  • Proactive and forward thinking

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.