Back to Job Search

Posted 10 months ago

A genuinely unique opportunity to be part of an expanding large global business, where you will gain exposure to all aspects of the business. You will work directly with senior management and be rewarded for your dedication and loyalty.

Acting as Lead Relationship Director on an allocated client portfolio, you will be expected to contribute to revenue targets for the department through organic growth, fee increases and product and service development.

Responsibilities will include:

  • Serving as a Director or Alternate Director on allocated client companies in line with relevant company law legislation

  • Providing technical expertise in respect of client matters (fiduciary, governance, accounting, compliance, tax etc.)

  • Overseeing service delivery by administration staff on your clients, ensuring regular contact and feedback is received and documented, resolving any service issues where required

  • Ensuring record keeping, including bookkeeping, in respect of your clients, is in good order, accurate and up to date

  • Developing client relationships so they can benefit from the firm’s service offering and the wider group, across corporate solutions, fund solutions and financial solutions

  • Preparing new business proposals and delivering pitches to prospective clients

Experience and skills required:

  • Strong leadership and people management skills

  • Hold a relevant professional qualification such as STEP, ICSA, ACCA along with considerable post qualification experience in the offshore trust industry

  • Sound technical understanding of trust and fiduciary administration, people management and legislation

  • Strong communication skills, ability to communicate requirements as well as assess and respond to problems and queries in a timely manner

  • Ability to prioritise and delegate to a team of Administrators of various levels

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.