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Posted about 2 months ago

  • Sector: Trust
  • Job Ref: 41373

Reach your potential in an independently owned family office that is committed to employee development and wellbeing.

In this busy and varied role, where no two days will be the same, you will provide ‘hands-on’ administrative support to the client facing relationship management team. You will have close and regular interaction with the Family Office team, Accountants, Compliance Officers and various external business contacts

This is a fantastic opportunity for a strong administrator wishing to develop and further their career in a growing financial services firm.

Responsibilities will include:

  • Assisting with KYC/CDD collection during client take on procedures 

  • Supporting the formation and termination of trusts, companies and foundations

  • Handling documentation and resolutions regarding transactions and restructures

  • Drafting resolutions relating to payments and settlements, including Loan Agreements and Powers of Attorney

  • Supporting the preparation for client meetings and following up general matters which have arisen 

Experience and skills required:

  • Strong academic background 

  • Excellent administration skills 

  • Ability to manage multiple tasks

  • Good numeracy skills 

  • Previous experience in the offshore or onshore financial services industry would be an advantage 

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.