Back to Job Search

Posted 22 days ago

  • Sector: Trust
  • Job Ref: 39611

A fantastic opportunity for a motivated individual looking to take the next step in their career, managing the formation and ongoing administration of a portfolio of private wealth structures, within a growing fiduciary services provider.

Offering more than just a competitive salary, you will also benefit from an open and collaborative culture, where everyone has a voice and is valued and recognised for their dedication and commitment.

If you have previous private wealth experience and excellent written and verbal communication skills, this could be the opportunity for you!

Responsibilities will include:

  • Acting as the primary day to day relationship contact for an assigned portfolio of clients

  • Liaising with clients and third parties such as lawyers, auditors, bankers and investment managers  

  • Managing the formation and ongoing administration of a portfolio of private wealth structures 

  • Processing bank payments and reconciling payment logs 

  • Transaction management, including organising and attending client meetings, statutory filings and drafting minutes

Experience and skills required:

  • Minimum 4 years’ previous experience in private wealth finance 

  • Holds a relevant professional qualification such as ICSA/STEP 

  • Strong working knowledge of Viewpoint would be an advantage 

  • Committed to achieving excellence for self, clients and the team

  • Excellent organisational skills and attention to detail 

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.