Key Responsibilities:

- Manage a mixed portfolio of company and trust structures
- Develop strong relationships with clients, advisors and intermediaries both internal and external.
- Review accounts ledgers and prepare the pre-accounts information packs. Check accounts once complete and distribute.
- Ensure investment review process is undertaken in a timely fashion and all issues arising from the review are taken forward.
- Prepare Annual Reviews as required. Clear any points arising from the review process.
- Ensure that the centralized progress reports for the Private Client Department are maintained accurately by providing the appropriate information in a timely fashion.
- Cash management of client portfolio, including the control and clearance of fees.

Experienced Required:

- Knowledge of legal, regulatory and industry requirements
- Knowledge of business processes, standards, policies and procedures
- A minimum of three years relevant trust and company experience

To Apply

If you are interested in this vacancy please do not hesitate to contact Sarah on (01534) 83 24 63, where she will be happy to assist you with any questions you may have. You can also email your CV to This e-mail address is being protected from spam bots, you need JavaScript enabled to view it , where you will be contacted within 24 hours.

Or Apply Here

Reference Number: 2093