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Posted 11 months ago

Contribute to the growth and success of an entrepreneurial fiduciary business, leading the client facing activity and managing a team of direct reports, ensuring a high level of client service is consistently provided.

In this senior level role, you will deputise for the Managing Director as required and be responsible for growing your own portfolio of clients by actively engaging in business development activities.

Responsibilities will include:

  • Managing the client relationships associated with your administration team 

  • Ensuring team targets are met and all statutory records and company registers are accurately maintained

  • Acting as key point of contact on technical matters and providing coaching to the wider team

  • Identifying and generating new business opportunities and onboarding new client relationships 

  • Acting as an authorised signatory for the business  

Experience and skills required:

  • Minimum 15 years’ trust experience, including experience working on high net worth clients and complex structures 

  • Previous experience leading, coaching and supporting colleagues 

  • Good working knowledge of the regulatory environment

  • Hold a relevant professional qualification (e.g. STEP/ICSA/ACCA) 

  • Excellent analytical and problem solving skills 

​If you’d like to find out more information about this opportunity, please call Sue Pallot on 01534 626711 or email

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