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Posted about 2 months ago

  • Sector: Trust
  • Job Ref: 40149

Undertake challenging and rewarding work in this client-facing role within a high performing and collaborative team, where you will be encouraged and supported to reach your full potential, whilst making a difference to the organisation and its communities.

Joining a forward thinking and innovative international wealth management organisation with a strong reputation in the marketplace, you will provide first line support to clients and be involved with the training and mentoring of other team members.

This is an ideal opportunity for a motivated individual with the ability to prioritise and make decisions in a fast-paced environment, whilst delivering a seamless client experience.

Responsibilities will include:

  • Providing support to the fiduciaries and client structure team with the provision of services to a portfolio of trusts, companies, foundations and nomineeships

  • Assisting with a programme of regular client and advisor visits and attending local meetings

  • Analysing client requests and providing technical input 

  • Conducting fee reviews in relation to targets and fee collection 

  • Ensuring compliance with company policies and procedures 

Experience and skills required:

  • Previous industry experience in the fiduciary operation of trusts, companies, foundations and nomineeships

  • Either hold or currently studying towards a relevant professional qualification 

  • Excellent attention to detail and ability to prioritise multiple tasks

  • Ability to work well within a team and independently using own initiative  

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.