Are you a flexible and self-motivated individual with 5+ years’ experience dealing with fiduciary structures? Then this role taking direct administrative responsibility for a complex portfolio of trusts and companies, might be for you!
The role holder will be responsible for working to identify and migrate risk, guaranteeing the longevity of relationships, ensuring that first class service is provided to all clients and intermediaries, understanding and acting upon the profitability of their client book and interacting directly with clients.
The successful candidate will be self-motivated, focused on exceeding targets, and hold/be studying towards a relevant profession qualification (e.g. STEP or ICSA).
