Purpose of the role:
This role will be responsible for the effective and efficient administration of a portfolio of more complex structures, dealing with clients & intermediaries on a daily basis.
Responsibilities:
- Be a constructive part of the Wealth Structuring Team
- Provide excellent service through building and maintaining long term relationships
- Optimise client potential and deliver a consistent, seamless client experience
- Assist in providing advice to clients ensuring the clients needs are met
- To be an enthusiastic part of the WSG Team by identifying and maximising opportunities
- Ensure that the administration teams respond promptly and effectively to risk review queries/action points
Skills required:
- You should be educated to degree level, ideally in a business related subject such as law or accountancy and be a member of a relevant professional body
- Have a minimum of 10 years’ experience in fiduciary services, with at least 3 to 5 years management experience and have corporate experience