Back to Job Search

Posted 3 months ago

  • Sector: Trust
  • Job Ref: 39928

Pursue a stimulating career in an independent financial services group, committed to giving staff the opportunity to learn and develop so they reach their full potential and in turn achieve their own personal goals.

With offices around the globe, this independent organisation provides a great network where you can gain access to unique opportunities in other locations, to enhance your skill set, experience another culture and build your professional network.

If you have previous trust experience and are looking to take the next step in your career, please get in contact to find out more information.

Responsibilities will include:

  • Undertaking the day to day administration of a portfolio of clients, including bookkeeping entries  

  • Developing strong working relationships with clients, investment advisors and other third parties

  • Assisting in developing new business opportunities with new and existing clients

  • Ensuring compliance with regulatory requirements and identifying and mitigating potential risks

  • Reviewing the financial performance of portfolios 

Experience and skills required:

  • Minimum 3 years’ experience within fiduciary services 

  • Previous client relationship management experience 

  • Good knowledge of offshore fiduciary services

  • Excellent written and verbal communication skills 

  • Qualify as a category C person under JFSC guidelines 

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.