09 Aug 2023

Private Client and Trust Officer

Ref 36287

Do you have strong technical knowledge in Trust? A specialist provider of international trust, retirement and pension solutions is seeking a Private Client and Trust Officer to join their team.

Key responsibilities 

  • Building excellent relationships with clients and other parties
  • Ensuring all compliance requirements are applied from application to closure 
  • Monitoring procedures, and improving and adapting them when required
  • Reviewing applications and making recommendations
  • Acting as a signatory for the business 

Ideally, you will have 3-5 years of relevant experience and an appropriate qualification. The ability to calculate and inform on pension payment calculations and associated tax/lump sum/loan benefits and drawdown payments would also be advantageous. In addition, strong interpersonal skills, and the ability to motivate and lead a team is needed.  If this sounds like a great opportunity, get in touch to register today!

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