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    Senior Private Clients Officer

    We currently have a great opportunity for a motivated individual looking to take the next step in their career, with a reputable finance services organisation, in their private clients department.

    Responsibilities will include:

    • Administering an allocated portfolio of private clients, including proactive client contact in a professional manner
    • Acting as a focal point for administration and technical queries from the team and third parties
    • Organisation and attendance of meetings and distributing prepared board packs
    • Preparing and reviewing banking instructions
    • Ensuring investment reviews are completed

    Experience and skills required:

    • Either hold or currently working towards a relevant professional qualification recognised by the JFSC
    • Good understanding and experience of trust and company administration
    • Excellent communication and customer service skills
    • Ability to prioritise deadlines and work using own initiative
    • Good administrative skills

    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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    Senior Private Clients Officer
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