Join a high-performing fiduciary team providing top-tier service to HNW clients across complex trust and company structures.
What you’ll do:
⭐ Manage a portfolio of complex trust and company entities
⭐ Draft trust and company minutes and client correspondence
⭐ Liaise with beneficiaries, investment managers, lawyers, and advisors
⭐ Ensure compliance with legal and policy requirements
⭐ Maintain accurate records and use document management systems
What you’ll need:
⭐ 5+ years’ trust experience
⭐ STEP or equivalent qualification
⭐ Strong organisational, analytical, and communication skills
⭐ Confident using Microsoft Office and database systems
Why join?
⭐ Supportive team
⭐ Exposure to varied and complex client matters
⭐ Benefits package
