Our client is seeking a talented Manager – Private Wealth to join their team.

Key responsibilities include managing the formation and ongoing administration of a portfolio of clients with complex requirements, acting as a higher authority on day-to-day administration queries, and ensuring strict adherence to company policies and professional guidelines. The role demands absolute devotion to data integrity, supporting a best practice ethos through process analysis, mentoring and training staff, and driving continuous improvements to enhance the client experience. Compliance with all relevant laws and regulations, including anti-money laundering and client due diligence, is essential. The successful candidate will bring at least 6 years of relevant administration experience, supported by a professional qualification such as CGI or STEP, strong commercial acumen, and excellent communication skills. Experience with Viewpoint is advantageous. If you’re ready to lead with positive leadership behaviors in a flexible, progressive environment, we’d love to hear from you!

If you would like more information on this role please get in touch.