Saturday 22 February 2020
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Private Wealth Administrator

Trust, Administration, Enquire


Hours:Full Time

Full Description

You will work closely with the private wealth and corporate team to manage a varied portfolio of clients in a rapidly expanding area. The ideal candidate will be committed to further personal and career development.

Key responsibilities will include:

  • Collaborating with administration teams to manage and perform file reviews
  • Communicating openly and honestly with clients on a regular basis
  • Maintaining client records and documentation
  • Preparing fee costs and accurately recording all time spent dealing with client matters
  • Ensuring compliance with the relevant jurisdictional regulatory requirements

Experience and skills required:

  • Currently studying towards ICSA, STEP, ACCA or equivalent professional qualifications
  • Proactive and enthusiastic approach to tasks
  • Ability to deal with tasks independently and using own initiative
  • Team player

If youd like to find out more information about this exciting opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.

For more information please visit

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