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Posted 15 days ago

  • Sector: Trust
  • Job Ref: 40980

​Work in a fast moving, collaborative and employee-led working environment in an international provider of financial services, where you will make a real difference as part of their private client team.

In this role you will manage the administration of a portfolio of trusts and companies and provide advisory services to clients. You will also assist with the management and development of junior team members.

If you are looking to take the next step in your trust career in an organisation that places great emphasis on investing in their employees, and where you will be rewarded for your commitment and dedication, 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.