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Posted 3 months ago

Take the next step in your career with a leading corporate and fund solutions provider, assisting with the delivery of client facing and regulatory services across a variety of service lines.

Driven to succeed, this is an ambitious and innovative organisation that welcomes new ways of working and embraces change. You'll be encouraged to enhance and build on your own knowledge and skills and network with other professionals, whilst having access to a wide range of learning and development opportunities.

Responsibilities will include:

  • Supporting client facing teams with the collection of documents and advising on the progress of CDD reviews

  • Providing support and guidance, including training (if applicable)

  • Communicating openly and honestly with internal teams and clients 

  • Accurately maintaining and updating client records 

  • Keeping up to date with any changes in regulatory requirements 

Experience and skills required:

  • Previous CDD experience and ideally knowledge of trusts, company and fund structures 

  • Either hold or currently working towards a professional qualification 

  • Proactive and forward thinking approach to tasks

  • Excellent written and verbal communication skills 

  • High level of 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.