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Are you a detail-oriented individual with a passion for serving the needs of wealthy families, family offices, and owner-managed businesses? We are seeking a dynamic and skilled Private Clients Assistant Manager to join our specialized team. As part of...
Private Client Solicitor - Bridgwater or Taunton Office Full time, Permanent Full time or Part Time available £35,000 - £45,000 DOE (Negotiable for the right candidate) Hybrid working available Our friendly, family orientated client is a leading law firm...
A global organisation providing wealth structuring, wealth management and audit and assurance services is seeking a Trust Administrator to carry out the general administration and supervision of a defined portfolio of clients.
The role of Administrator is to take responsibility for the efficient administration of a portfolio of clients, attending to all aspects of the day-to-day management of these clients and ensuring that their affairs, expectations and that of the...
The successful candidate will work pro-actively as part of a team providing a quality service to ensure effective day to day maintenance and servicing of both new and existing personal Insurance business in line with individual and departmental targets,...
A global organisation providing wealth structuring, wealth management and audit and assurance services is seeking a Trust Administrator to assist in the general administration and supervision of a complex portfolio of clients.
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...
The successful candidate will look after the administration of a small portfolio of straight forward and non-contentious family office clients with support from the manager. Working within a welcoming and supportive team, the successful candidate will...
Play a key role within the team and take responsibility for effectively managing a portfolio of trust and company structures of varying complexity. Popular employer committed to providing good quality training for staff and offering excellent benefits...
We have a fantastic new opportunity for a Client Relationship Manager – Private Equity to …