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Posted 6 months ago

  • Sector: Trust
  • Job Ref: 40908

A fantastic opportunity to gain experience working in the private wealth team of a highly regarded and dynamic trust and corporate services provider, on a 12 month contract.

As Trust Officer you will provide support with an allocated portfolio of private wealth client relationships and manage their day-to-day service delivery needs.

You will also assist the Client Relationship Manager to develop existing client relationships and where appropriate, support your team with new business commercial activities to develop new relationships.

Responsibilities will include:

  • Acting as the primary point of contract for your team’s client relationships 

  • Assisting with the creation of service level agreements for clients

  • Providing guidance and support to clients and your team

  • Supporting client relationship managers with monitoring team performance  

  • Acting as a ‘B’ or ‘C’ signatory 

Experience and skills required:

  • Minimum 2 years’ trust experience 

  • Either hold or willing to work towards a JFSC Table 5 qualification 

  • Good technical knowledge of regulatory requirements and standards

  • Excellent written and verbal communication skills 

  • Ability to manage and prioritise multiple 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.