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Posted 4 months ago

  • Sector: Trust
  • Job Ref: 39719

​A forward thinking financial services organisation has a rewarding and progressive client focused opportunity within their private client division, as the first point of contact for new business enquiries, where you would play an integral role in the prospect to pipeline process.

Being part of a team that are encouraged to work in a creative environment, you will be inspired to focus on innovate ways to develop this  important early step in the client relationship .

In response to delivering an excellent service  you can expect to receive a highly competitive flexible benefits package.

Responsibilities will include:

  • Providing assistance for the set up and handover of all new business to Administrators

  • Communicating with internal and external parties, responding to queries, requests and instructions

  • Contributing where required to the trust business and management objectives as a member of the private client team

  • Working closely with Relationship Managers to provide high quality service to clients

Experience and skills required:

  • Hold a table 5 qualification

  • Awareness of commercial and fiduciary risk considerations

  • General practical knowledge and understanding of trust deeds and associated legal documents

  • Good understanding of corporate secretarial responsibilities and duties

  • Knowledge of relevant trust and company law and fiduciary principles legislation and regulatory requirements

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.