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Posted 11 days ago

Become a vital member of the private wealth team within a global fiduciary, trust and corporate services provider, creating value and making a difference to this fast-paced organisation, where every day will bring a new challenge.

As a Senior Manager/Associate Director, you will be a role model for all of the staff across the business, knowing how to build an effective team by fostering open dialogue, working collaboratively, instilling trust through honesty, integrity and sincerity.

If you are a team player with an eye for detail, great organisational and communication skills and a curious mind to help increase productivity and efficiencies in client service, this could be the ideal opportunity for you.

Responsibilities will include:

  • Overseeing the day to day team management, including reviewing work prepared and carrying our performance appraisals 

  • Building strong working relationships with clients 

  • Ensuring compliance with applicable laws, service standards and company policies and procedures  

Experience and skills required:

  • Extensive private wealth experience, including experience at a Senior Manager/Associate Director level

  • ICSA or STEP qualified, or equivalent 

  • Ideally a member of a relevant professional institute 

  • Strong communication and interpersonal skills 

​If you’d like to find out more information about this opportunity, please call David Lemasney on 01534 626757 or email

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