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Posted about 1 year ago

  • Sector: Trust
  • Job Ref: 39426

A rewarding career opportunity for a driven individual with previous trust administration experience to join a leading financial services organisation, where you will collaborate with a highly professional private wealth team and achieve excellence for clients.

Working within an international business environment managing a varied portfolio of private wealth clients covering a variety of trust structures, you will have many opportunities to work with different clients and colleagues, making every day different.

You'll be encouraged to enhance and build on your own knowledge and skills and network with other professionals, having access to a wide range of learning and development opportunities where you will be empowered to take control of your own journey for your personal and professional development.

Responsibilities will include:

  • Being a technical expert on client structures, including any regulatory requirements that are applicable

  • Providing guidance and assistance with the training and mentoring to junior members of the team

  • Preparing fee quotes in relation to expected accounting costs and contribution to the analysis of actual costs against budget

  • Producing and submitting all statutory returns

  • Accurately recording all time spent dealing with client matters to ensure the clients are correctly invoiced 

Experience and skills required:

  • Previous experience in a similar role

  • Strong academic background

  • Either hold or currently studying towards a professional qualification, ideally ICSA/STEP

  • Committed and driven to achieving excellence

  • Broad understanding of the wide range of fiduciary products

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.