Our client is an independent, leading provider of bespoke private wealth and corporate administration services, renowned for delivering high-quality, tailored services to a diverse portfolio of clients.

The ideal candidate will have experience in a trust and company environment and a strong understanding of the regulatory framework within private wealth and corporate administration.

The role entails ensuring that all client and entity reviews are completed in accordance with procedures and specified timescales. Maintaining registers of reviews with accurate data and providing training to new entrants on Acumen Review Process and Action Point clearance through Acumen tasks modules.

The post-holder must possess relevant experience obtained in a trust and company environment. And possession of a certified ICSA/STEP qualification is desirable or a willingness to obtain one.

Please contact me today for further information on this fantastic opportunity to work within a supportive environment where every voice is valued.