26 Jan 2023

Private Wealth Senior Administrator

Ref 35627

Our client is looking for a Private Wealth Senior Administrator to join their team. The candidate will be responsible for the administration of a portfolio of companies and trusts in accordance with the relevant Client Services Agreements and the various laws and regulations.

The successful candidate will liaise with lawyers, accountants, tax advisors and banks in relation to the management of a complex portfolio of private wealth cases. Be a constant support to other team members, action any compliance review points in a timely manner and drive development by using all learning and development resources available.

The ideal candidate will have:

  • Entry position or some prior relevant experience gained in regulated finance or professional services
  • Sound educational background, i.e. A Level/Baccalaureate or equivalent. GCSE Grade in English and Mathematics
  • Willingness to study toward a full professional qualification such as STEP, ICSA, or similar
  • Solid IT technical skills

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