This role will be responsible for the effective and efficient administration of a portfolio of more complex structures, dealing with clients & intermediaries on a daily basis, reporting to the team manager to pro-actively develop and build solutions to meet client needs and grow long term relationships.

To ensure that the client is delivered the best possible service by the Wealth Structuring Group within the reasonable limitations of the agreed policies and procedures.
To be a constructive part of the Wealth Structuring Team.
To provide excellent service through building and maintaining long term relationships.
To optimise client potential and deliver a consistent, seamless client experience.

Ability to work under own initiative.
Ability to communicate effectively with clients and colleagues.
Able to work under pressure and to tight deadlines.
Will ideally have a professional qualification e.g. ICSA, ACA, ACIB, STEP or hold a legal qualification.
Extensive experience of Institutional clients.
Sound knowledge of regulatory framework.
Strong organisational and time management skills.

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Permanent Team

For more information on this role or any other permanent positions, please call the Perm Team on 01534 500000 or click the "Enquire Now" button above to request more details.

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