Back to Job Search

Posted 8 months ago

  • Sector: Trust
  • Job Ref: 38521

Be part of a talented, highly motivated and driven team within a reputable financial services group who continuously deliver exceptional client service levels which sets them apart from their competitors. You will be supported and encouraged to diversify your skills, whilst enjoying a competitive compensation package.

In this role you will ensure that all client and entity reviews are completed in accordance with procedures and specified timescales.

Responsibilities will include:

  • Undertaking reviews in accordance with policy and procedures including potential business reviews, periodic reviews, property reviews and exit reviews

  • Raising issues in a clear and concise manner

  • Identifying trends that lead to issues being raised

  • Assisting with documenting the management of ongoing complex issues

  • Maintaining registers of reviews with accurate data

Experience and skills required:

  • Relevant experience obtained in a trust and company environment

  • Completed a certified ICSA/STEP qualification is desirable

  • Basic Microsoft Excel and Word skills

  • Property administration experience is desirable

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.