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Posted 10 months ago

​Achieve your highest potential within this driven and ambitious financial services organisation, which offers fantastic progression opportunities, for both career and personal development across all levels and areas of the business, as well as a culture that promotes a healthy and engaged workforce.

Working closely with the Senior Administrator, Manager and Lead Director, you will assist with the provision of quality administrative support to an interesting client portfolio.

Responsibilities will include:

  • Assisting with the administration of client matters

  • Actively liaising with clients, beneficiaries, client advisors, bankers, brokers and custodians

  • Supporting the collection of due diligence and customer take on procedures

  • Organising and holding meetings

  • Arranging bank payments

  • Liaising with the accounts team to ensure customer deadlines are met

Experience and skills required:

  • Minimum 2 years’ trust or funds experience in a professional environment

  • Either studying or willing to study towards a professional qualification such as ICSA

  • Knowledge of local regulatory environment

  • Good interpersonal skills

  • Excellent organisational and time management skills

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.