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Trust Officer | Wealth Structuring

Join a growing, medium sized, independently owned trust business and provide efficient administrative services for a portfolio of complex trust structures. This is a forward thinking organisation that invests in it's employees training and development. Flexible working hours may be considered.

Key responsibilities will include:

  • Ensuring that clients are delivered the best possible service by the wealth structuring group in a timely manner
  • Providing excellent service through building and maintaining long term relationships
  • Optimising client potential and delivering a consistent and seamless client experience
  • Advising clients on a daily basis to ensure their needs are met

Experience and skills required:

  • Hold or studying towards a professional qualification such as ICSA, ACA, ACIB, STEP or a legal qualification
  • Extensive experience of institutional clients
  • Sound knowledge of regulatory framework
  • Strong organisational and time management skills

If you'd like to find out more information about this exciting opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.

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Trust Officer | Wealth Structuring
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