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Posted about 2 months ago

A stimulating working environment for a motivated individual with strong organisational skills, providing support to the trust team with day to day operational tasks.

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

Responsibilities will include:

  • Providing assistance and support to the team with day to day operations 

  • Ensuring compliance regulatory procedures are met

  • Preparing company minutes 

  • Processing payments 

Experience and skills required:

  • Previous financial services or customer service experience 

  • Good communication and interpersonal skills 

  • Committed to delivering a quality service 

  • Strong organisational and time management skills 

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.