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Job ID 14997 Permanent Trust

Private Client Manager


Lead a fiduciary administration team, managing client relationships, supporting business growth and ensuring the highest standards of trust administration, compliance and service delivery.

Key responsibilities:
⭐ Manage a portfolio of trust and company clients while developing key relationships
⭐ Lead, mentor and support administrators, overseeing workloads and performance
⭐ Oversee trust administration, new business onboarding and client due diligence
⭐ Ensure compliance with regulatory requirements, internal controls and audit processes
⭐ Drive team profitability, process improvements and business development initiatives

What you’ll need:
⭐ STEP qualification and/or 5+ years’ fiduciary administration experience
⭐ Previous management experience or management training
⭐ Strong knowledge of trust administration, compliance and client due diligence
⭐ Excellent communication, leadership and organisational skills
⭐ Commercial mindset with strong problem-solving and relationship management abilities

Why join:
⭐ Join an independent, family-owned fiduciary and fund administration business
⭐ Excellent career development with funded professional qualifications and CPD
⭐ Flexible working, performance bonuses and comprehensive benefits package
⭐ Supportive culture with wellbeing initiatives, team events and a collaborative environment

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