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Posted over 2 years ago

An exciting opportunity to join the highly regarded private client team in an international provider of financial services, where you will be supported on your global career journey to reach your full potential.

Within this role you will oversee the administration of a portfolio of trust and corporate structures for private clients, whilst benefitting from competitive benefits and being rewarded for excellence.

This company thrives on entrepreneurial spirit and is full of proactive people who combine enthusiasm with responsibility and accountability.

Responsibilities will include:

  • Administering a portfolio of structures in accordance with policies and procedures 

  • Undertaking a variety of banking, investment and financial transactions

  • Carrying out research on allocated new business, ensuring the client’s requirements are understood 

  • Proactively liaising with clients, ensuring a quality service is delivered at all times 

Experience and skills required:

  • Minimum 3 years’ experience in a similar role 

  • Either hold or currently studying towards a relevant table 5 professional qualification, as defined by the JFSC 

  • Good time management skills

  • Excellent interpersonal skills 

  • Ability to work well within a team and independently using own initiative 

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.