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.
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.
Understanding of applicable trust and company regulations and establishment procedures.
Strong organisational and time management skills.
In association with the Manager/Senior Manager of the Wealth Structuring Department have the ability to interpret client needs and identify appropriate sources of information or experience to formulate structures to meet client requirements
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