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Posted 24 days ago

Take direct responsibility for the set-up and onboarding of a full range of wealth structures, in an international fiduciary business which celebrates inclusivity and encourages career growth.

Working in a supportive, inclusive and challenging environment which offers a wide range of career growth opportunities, you will ensure a first class service is delivered to clients at all times.

Ideally, you will have previous experience working within a fiduciary environment, however relevant transferable skills and experience will be considered as full training will be provided

Responsibilities will include:

  • Liaising with clients to obtain documentation and information needed to facilitate the set-up of wealth structures 

  • Providing advice and guidance to the wider fiduciary teams in terms of the set up of new clients, statutory matters and management information 

  • Ensuring work is delivered to agreed deadlines  

  • Defining client due diligence requirements for individual cases and communicating these to clients 

  • Preparing client acceptance files for presentation at committee meetings

  • Ensuring compliance with regulatory requirements at all times 

Experience and skills required:

  • Ideally hold a relevant professional qualification, however this is not essential 

  • Strong written and verbal communication skills 

  • Good understanding of CDD policies and procedures 

  • Knowledge of trust and company law would be an advantage

  • Confident using Microsoft Excel 

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk

We are an equal opportunity employer and value diversity at all times.