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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 jobs@rowlands.co.uk

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

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Trust Officer | Wealth Structuring
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