JOB PURPOSE: 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. You will also provide support to your Manager and provide cover for them during absences.

KEY RESPONSIBILITIES INCLUDE:
• To ensure that the client is delivered the best possible service by the Private Client team within the reasonable limitations of the agreed policies and procedures.
• To be a constructive part of the Private Client team.
• To provide excellent service through building and maintaining long term relationships.
• To optimise client potential and deliver a consistent, seamless client experience.
• To assist in providing advice to clients ensuring the clients needs are met.
• To demonstrate and promote the organisational core values.
• Assist your manager in monitoring the work of the team.
• Authorised ''B'' signatory

EXPERIENCE AND QUALIFICATIONS

The holder of this position should be educated to degree level, ideally in a business related subject such as law or accountancy and be a member of a relevant professional body. The post holder should have a a proven track record in fiduciary services, with at least 3 to 5 years management experience and some corporate experience.