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Posted 26 days ago

  • Sector: Trust
  • Job Ref: 39591

A stimulating working environment for a talented individual who is passionate, solutions driven and has a strong entrepreneurial spirit.

You will have responsibility for a complex portfolio of clients, ensuring that a high level of service is offered to clients in accordance with relevant mandates and that operational and fiduciary risk exposures are effectively managed.

Within this wealth management organisation you will be encouraged to take a hands-on approach and will have freedom to innovate while benefiting from the support of a dynamic and value creating team culture.

Responsibilities will include:

  • Managing a complex portfolio of clients, ensuring a high level of service is delivered at all times 

  • Ensuring the company meets its regulatory, risk and procedure requirements 

  • Developing relationships with clients, intermediaries, prospective clients and other professional advisors, travelling to meet contacts where necessary  

  • Acting as a minimum ‘B’ signatory  

  • Providing assistance to the Director, including management of operational projects 

Experience and skills required:

  • Minimum 5 years’ trust and fiduciary services management experience, including a good understanding of business development, operational and financial activities 

  • Hold a relevant Table 4 professional qualification, along with relevant experience as defined by the JFSC  

  • Good presentation and communication skills

  • Strong interpersonal skills 

  • Client focused approach

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.