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Manage your own portfolio of trusts, companies, foundations and nomineeships, ensuring the delivery of a first class service to clients. Team player with proven industry experience and holding or working towards relevant qualification.For more...
Collaborative team player needed to manage a portfolio of varied structures. Must be able to deliver exceptional client service and support the drive for "right first time" culture. Strong technical knowledge, an understanding of statutory requirements...
Technically strong individual sought to efficiently manage the day to day administration of a varied and interesting portfolio of complex clients. Ability to support the team where necessary and share your expert knowledge.For more information contact...
Seasoned professional sought to manage the administration of a portfolio of UNHW clients and ongoing fiduciary relationships. Must have significant relevant experience, strong knowledge and proven technical proficiency in legal, investment and tax issues...
Manage a complex portfolio of trust and companies and provide an overall quality service maintaining excellent client relationships. The ideal candidate will have 5 years experience and hold ICSA / STEP qualification.For more information contact Jake...
Using your existing Trust experience, manage the evolving needs of a diverse portfolio of private and corporate clients. With your pro-active approach and right first-time attitude, you ll deliver excellent service and build strong trusted relationships....
Play a key role within the team and take responsibility for effectively managing own portfolio. Must have a professional manner, a high level of accuracy and attention to detail and ability to communicate effectively. Ideally, holding or studying towards...
Self-motivated, organised individual with a "can-do" attitude and excellent communication skills sought to assist with the administration of a varied portfolio of clients. Ability to demonstrate a clear understanding of risk awareness, contractual and...
Play a key role within the team and take responsibility for effectively managing own portfolio of trust and company structures of varying complexity. Popular employer with very low staff turnover and offering excellent benefits package. 4-5 years...
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...