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Posted 4 months ago

An exciting opportunity for an experienced trust professional or qualified Accountant to join a unique and busy multi Family Office, which continuously strives for excellence and prides themselves on the depth of their technical knowledge.

In this busy and varied role, where no two days will be the same, you will have close and regular interaction with clients and third parties, and be expected to act with integrity and strive for excellence in everything you do.

This is a fulfilling and rewarding career opportunity to work within a challenging and fast-moving environment and be part of an international Family Office that is committed to employee development and wellbeing.

Responsibilities will include:

  • Building and maintaining long term relationships with clients and their advisors 

  • Supporting business development and marketing initiatives

  • Overseeing client affairs, including preparing meeting documents, analysing the performance of investments and valuing investments

  • Approving payments and ensuring transactions are executed within deadlines 

  • Reviewing contracts with clients and providing guidance to more junior team members)

Experience and skills required:

  • Hold a relevant qualification such as STEP, ACCA (or equivalent), or a qualified Lawyer

  • Minimum 3 years’ post qualification experience 

  • Good understanding of financial markets, investment management and financial accounting 

  • Strong communication and interpersonal skills

  • Excellent project management skills and the ability to work well within a team 

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.