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Posted about 2 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 jobs@rowlands.co.uk

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