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Posted about 2 months ago

A vital role for an individual with exceptionally strong client service experience, who will manage and develop an administration team and act as Client Director for an assigned portfolio of complex and crown jewel clients, in a multi-jurisdictional provider of financial services.

This is a rewarding and progressive career opportunity where you will oversee the provision of a professional and first-class service to clients, developing strong working relationships with both existing and potential new clients.

You will also act as a liaison between Directors and Managers, whilst providing a source of technical knowledge for all employees on your team.

Responsibilities will include:

  • Managing a portfolio of clients and acting as a Director

  • Overseeing the financial performance of the team, including team billing and debtor management 

  • Building and maintaining strong business relationships, focusing on client retention

  • Acting as ‘A’ authorised signatory 

  • Identifying new business opportunities and assisting with the client acceptance process 

  • Assisting with writing the annual business plan and managing the budget process

Experience and skills required:

  • Minimum 8 years’ trust and company or family office experience

  • Hold a recognised table 4 professional qualification

  • Excellent working knowledge of the local finance industry legislation and regulatory requirements

  • Strong presentation skills and the ability to lead and motivate

  • Strategic and commercial approach to business development 

If you’d like to find out more information about this opportunity, please call Georgina Moehle on 01534 626762 or email

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