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Professional candidate with a proven track record in handling complex offshore fiduciary issues and client relationship management sought to manage own portfolio and team. Provide technical and managerial support to your team and lead by example. Minimum...
Whilst maintaining a portfolio of more complex structures assist with the management, support and training of the team. Minimum of 9 years in the fiduciary services industry, with at least 3 years management experience with the ability to inspire, apply...
Join collaborative, friendly environment and manage the administration of the more complex requirements of clients whilst assisting in the training and development of junior staff members. Must have a strong background in Private Wealth services with at...
Play an integral part within the team of a successful and expanding trust and wealth management business. The role will involve overseeing complex trust, company and limited partnership structures. The successful candidate will be highly motivated with...
Job Title: Wealth Management Secretary Location: Kettering Salary: £26,000 - £30,000 The Company: This firm is a highly professional, growing Financial Planning firm that offer holistic Financial Advice to both private individuals and businesses as well...
Our client is an established IFA firm with branches across Sussex and they are currently looking for an experienced and successful IFA to join the team This is an amazing role where you will inherit a client base from a retiring IFA The role is to...
Team player with a positive attitude required to administer a client portfolio, under the supervision of a Line Manager. Ability to demonstrate a clear understanding of the client's portfolio, including risk awareness, relationship management and...
Manage a team providing comprehensive trust and company administration services for an international client base and ensure the delivery of a consistent and quality service. 10 years experience in the fiduciary sector, ability to effectively manage...