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Posted 6 months ago

  • Sector: Trust
  • Job Ref: 40711

A leading financial services organisation is currently seeking a finance professional to join their team on a 12 month contract, to manage operational and key performance information (KPI) from client-facing teams.

You will be working closely with client administrative teams and clients themselves to review operational performance and identify potential opportunities for service improvements.

If you are highly motivated and committed to achieving excellence and looking to work in a diverse team of experts with entrepreneurial spirit, this could be the ideal role for you

Responsibilities will include:

  • Supporting the client facing team, including managing the file review process, signing off client file reviews and data management 

  • Communicating openly with client administration teams to ensure all requests and KPI’s are dealt with promptly 

  • Building strong internal working relationships and conducting meetings 

  • Identifying opportunities to improve the efficiencies of current processes 

  • Keeping up to date with any changes in regulations 

Experience and skills required:

  • Previous experience in a similar role and good knowledge of trusts, companies and similar structures 

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

  • Pro-active and forward-thinking approach to tasks 

  • Strong academic background 

  • Excellent written and verbal communication 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.