Join a specialist fiduciary team serving a select portfolio of ultra-high-value institutional clients.
This is a rare opportunity to step into a senior-level role where you’ll manage bespoke trust and company structures across pension trusts, endowments, and more; with no hourly billing pressures!
You’ll take ownership of complex relationships, acting as a key point of contact for clients and advisors while balancing high-touch service with sound fiduciary governance.
Responsibilities will include:
Administering a diverse portfolio of trust and company structures with a strong client focus
Acting as an authorised signatory and ensure regulatory compliance across all entities
Leading on minute writing, documentation execution, and financial statement reviews
Collaborating across internal teams and contribute to ongoing service innovation
Ideal for someone with STEP / ICSA qualifications (or equivalent experience), excellent communication skills, and a proactive mindset. Enjoy robust training and career development in a supportive, values-driven environment.
Get in touch today with a copy of your latest CV or give Marcel a call on 01481 714 634.
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