Purpose of the role:
You will identify and mitigate risk across the companies' span of control and will be responsible for assisting with the management of their team providing training and coaching.
Responsibilities:
- Interact directly with clients to identify client needs and deliver upon opportunities to increase levels of client service as well as seeking to identify new business opportunities
- Achieve personal targets as set out for their role for time recording, utilisation and working capital management
- Support the Director in understanding and acting upon the commerciality and profitability of their client book by reviewing and controlling WIP, ensuring prompt collection of fees and highlighting revenue opportunities
- Assist the Manager in managing the team by providing constructive performance feedback to each member of the team in order to develop and grow and will carry out periodic Performance Appraisals of the members of their team
Skills required:
- Experience of working with High Net Worth clients and on complex structures within the fiduciary field and will demonstrate first class client service delivering against the needs and demands of clients
- A proven track record in technical and complex transactions for their clients
- Expected to have a sound knowledge of current issues affecting fiduciary structures and the clients for whom they act having 5-6 years + experience
- Expected to hold a relevant professional qualification (such as STEP or ICSA or similar), and to be educated to A-Level standards, or equivalent
- Maintain the relevant Continued Professional Development (CPD) hours in line with your relevant qualification