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Posted 9 months ago

  • Sector: Trust
  • Job Ref: 39382

Joining a key service area within a leading financial services provider , you will be responsible for the delivery of a comprehensive first-class administrative service to a portfolio of complex and high net worth clients

This role requires a unique combination of understanding, skills and experience and is a fantastic opportunity to advance your career within the finance industry at a company which encourages you to reach your full potential.

Responsibilities will include:

  • Administering an assigned portfolio of clients 

  • Assisting with the review of financial statements for own portfolio and supervising more junior team members 

  • Scheduling and attending client meetings 

  • Checking client, power of attorney and investment checklists

  • Acting as a ‘C’ authorised signatory 

  • Conducting reviews on own clients and requesting CDD documentation where appropriate

Experience and skills required:

  • Minimum 6 years’ relevant industry experience 

  • Previous experience in a supervisory role 

  • Holds a relevant professional Table 4 qualification such as ICSA Diploma or STEP Diploma 

  • Ability to delegate, coach and motivate

  • Proactive and disciplined approach to tasks 

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.