Manages a portfolio of trusts, companies and wealth structures, supporting client service, regulatory compliance and the Client Services team.
We are looking for an experienced Senior Client Administrator to manage a portfolio of trusts, companies and wealth structures, delivering excellent client service and building strong relationships with clients and intermediaries.
Responsibilities include:
- managing client portfolios
- supporting regulatory compliance
- monitoring fees and profitability
- providing technical guidance to the Client Services team
Requirements
Previous TCSP experience and client portfolio management experience would be beneficial. Applicants should have 5 GCSEs or equivalent at Grade C or above and hold, or be working towards, a relevant professional qualification. Knowledge of CCH, Viewpoint and Laserfiche is desirable.
Full-time role with training and professional development supported.
To apply email [email protected] or call 629 676
