Our client has an exciting opportunity to join their Trust team.

You will undertake day to day administrative activity associated with a primarily complex casebook of trust, company and foundation structures being the principal day to day client contact and driving a client focussed, compliant and commercial approach.

Key Result Areas

• The role holder will undertake day to day relationship management of a primarily complex client casebook ensuring that client expectations are understood and met and that service levels are consistently high across the area of responsibility.
• Principal point of contact for clients and other stakeholders associated with personal client casebook supporting the Private Client Director with regard to wider relationship management.
• The role holder will work with limited day to day supervision with referral usually for discretion purposes only.
• The provision of technical support, guidance and effective coaching to less experienced members of the Private Client employee team in the absence of the Client and Assistant Client Managers driving professional development and consistently high client service levels.
• Support the Private Client Team to meet Key Performance and Risk indicators measuring personal and Private Client Team performance, delegating responsibilities where appropriate and helping to manage employees by providing advice, guidance and motivation to help drive both individual and collective performance.
• An understating of legislation, the regulatory framework and a good working comprehension of tax matters impacting Whitmill and its client entities / structures helping to ensure that the business operates compliantly and mitigates any real of potential risks fiduciary or regulatory risks.

For more information, please contact Jamie on 707812 or email your CV to jobs@excel-recruitment.com