Associate (Private Wealth)

📋 Description

• Manage a varied portfolio of trusts, companies and private wealth structures, delivering
• Build strong client relationships and develop into a trusted adviser, working closely with
• Support a wide range of client transactions, governance activities and regulatory requirements
• Collaborate with specialist teams across accounting, compliance and finance to deliver seamless
• Contribute to the continued success of the team by identifying opportunities to enhance client

🎯 Requirements

• A-Level or degree educated, ideally with (or working towards) a professional qualification such as
• Previous experience in trust and company administration, financial services, or a related
• A proactive, client-focused team player with strong communication skills, attention to detail and a

🎁 Benefits

• Equal opportunities for everyone
• Supportive work environment