Assistant Manager (Private Wealth)

📋 Description

• Manage the administration and accounting requirements of a portfolio of high-net-worth clients and
• Build trusted relationships with clients and advisers, delivering a responsive, high-quality
• Ensure client matters are administered in line with regulatory requirements, internal policies and
• Coordinate client reviews, monitor key deadlines and maintain accurate records and documentation.
• Support and mentor junior team members while contributing to a collaborative and high-performing

🎯 Requirements

• Educated to A level or degree standard.
• Ideally the post holder will have already completed or be willing to complete a
• Ideally a minimum of 3 years' experience in Trust and Company administration or a financial

🎁 Benefits

• Competitive salary
• Hybrid working
• Private Pension Plan
• Private Medical Insurance
• Annual Salary Review