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    Administrator | Private Wealth

    Working within a specialist team of administrators specifically catering for the needs of wealthy families and family offices, you will assist in managing a portfolio of private wealth clients covering variety of trust structures.

    Main duties:

    • Managing a portfolio of private wealth clients
    • Establishing good relationships with clients
    • Producing and submitting all statutory returns
    • Assisting in the opening of bank accounts and processing of payments

    Skills, knowledge and expertise required:

    • Previous experience in a similar role
    • Studying or holding a professional qualification, ideally ICSA or STEP
    • Broad understanding of fiduciary products

    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.

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    Administrator | Private Wealth
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