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Posted 6 months ago

  • Sector: Trust
  • Job Ref: 40980

Enjoy a fulfilling and rewarding career within an international provider of financial services that is leading the way in hybrid working. This is a hands on role with a key focus on the management and development of a high performing and driven private client team, administering a portfolio of trust and companies and providing advisory services to clients.

Being part of this growing and innovative company, you will have the opportunity to work with interesting clients, collaborate with colleagues and make a real difference to the business.

Along with an employee-led approach, this organisation also offers an exciting and newly furbished office space, a strong emphasis on work-life balance and working smarter, as well as a culture where learning and development is encouraged and an individualised approach is taken for professional development, to ensure your specific career goals are met.

If you are a qualified trust professional with a nurturing approach and genuinely enjoy people management along with the challenge of working within a fast-moving environment, this could be the ideal opportunity for you.

Responsibilities will include:

  • Managing a client portfolio and liaising with clients on a regular basis

  • Delegating work to colleagues and giving technical advice where appropriate

  • Reviewing client investment portfolios 

  • Preparing for and attending client meetings 

  • Drafting highly complex adverts  

Experience and skills required:

  • Previous experience in a similar role at Assistant Manager level 

  • Hold a recognised professional qualification (ICSA/STEP) 

  • Excellent communication and interpersonal skills

  • Ability to work well within a team and independently using own initiative 

  • Good 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.