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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

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