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Posted 10 months ago

Work in a professional, client focused and entrepreneurial environment where you will be encouraged to utilise your trust experience and technical knowledge to your full potential. In this role, you will primarily assist with client onboarding, whilst managing a book of private clients and a small team.

Specialising in private client trusts, this independent business offers a competitive benefits package and the chance for you to make a real difference to the company and their clients on a daily basis. Permanent and contract will be considered.

Experience and skills required:

  • Extensive private client experience

  • Strong interpersonal and leadership skills

  • Good knowledge and understanding of current industry, legislation, regulation and working practices

  • Ability to work well within a team and independently

  • Excellent time management 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.