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Posted about 1 month ago

  • Sector: Trust
  • Job Ref: 40479

An ideal career opportunity to be part of an ambitious and growing fiduciary business, where you will play an integral part in delivering a quality professional service to a portfolio of clients.

Joining a value-driven environment, you can expect to be rewarded for the dedication you show and have access to the professional development opportunities you need to advance your career.

This innovative organisation also positively impacts local communities that are directly and indirectly engaged with the business, through its positive corporate social responsibility initiatives.

Responsibilities will include:

  • Administering an assigned portfolio of clients and assisting other team members, as required 

  • Developing strong working relationships with clients and colleagues 

  • Maintaining a good understanding of anti-money laundering, KYC and regulatory issues 

  • Ensuring a quality service is delivered to clients at all times 

Experience and skills required:

  • Previous experience in a similar role 

  • Currently studying towards a relevant professional qualification (ICSA/STEP) 

  • Good organisational and time management skills 

  • A genuine interest in financial services 

  • Positive attitude and enthusiastic approach to tasks 

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.