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Posted 9 months ago

  • Sector: Trust
  • Job Ref: 39142

​A fulfilling and rewarding career opportunity to be part of a leading financial services organisation, delivering specialised private wealth administration services to clients with an international profile. You will provide a full suite of services to a fast-expanding global business and client base.

Our client has a focus on attracting, developing and retaining the best talent and a commitment to provide excellent learning and development opportunities. If you are a proactive and forward thinking individual, driven to achieve excellence for yourself and others along with good organisation skills, the ability to work well under pressure and able to demonstrate good attention to detail, this could be the ideal career opportunity for you.

Responsibilities will include:

  • Collaborating with your team to manage a portfolio of clients, covering a variety of structures

  • Becoming a technical expert on client structures, including any regulatory requirements and keeping up to date with new legislation, as required

  • Communicating regularly with clients and establishing good relationships with Business Partners and colleagues

  • Offering support and guidance to junior team members

  • Identifying cross-selling opportunities within various service lines and jurisdictions

  • Carefully reviewing financial information

Experience and skills required:

  • Previous experience in a similar role

  • Either hold or currently studying towards a relevant professional qualification, ideally ICSA/STEP

  • Strong academic background

  • Proactive and forward-thinking

  • Ability to deal with tasks independently and using own initiative

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.