This role will be responsible for the effective and efficient administration of a portfolio of more complex structures, dealing with clients & intermediaries on a daily basis, reporting to the team manager to pro-actively develop and build solutions to meet client needs and grow long term relationships.

Key Responsibilities:

To ensure that the client is delivered the best possible service by the Wealth

Structuring Group within the reasonable limitations of the agreed policies and

procedures.

To be a constructive part of the Wealth Structuring Team.

To provide excellent service through building and maintaining long term

relationships.

To optimise client potential and deliver a consistent, seamless client experience.

To provide advice to clients ensuring the clients needs are met.

To demonstrate and promote companies core values as detailed below.

Update, scan, file and archive records as necessary to comply with companies  record retention policies

Respond to internal communications concerning matters affecting the operation of any aspect of companies business in a timely manner

Contribute towards the successful delivery of remediation and other projects approved by the SEG, be that by way of constructive feedback, membership of working parties, research and delivery of information not readily available from companies systems and/or the performance of data input or other administrative tasks

Where responsible for the administration of a client entity establish, maintain and fulfil actions recommended by diary entries for tax filings and advice updates, asset performance reviews, agents, attorneys or delegated functionary performance reviews, quarterly client calls, financial account production deadlines, fee settlement discussions or chasers, quarterly nominal ledger requests for externally bookkept entities, CDD review and updates, breach/complaint/error remediation, client money reviews fee reviews and increases and any other future actions required by company procedures or necessary for the efficient administration of client entities.

Experience:

Ability work under own initiative.

Ability to communicate effectively with clients and colleagues.

Able to work under pressure and to tight deadlines.

Relevant professional qualification e.g. ICSA, ACA, ACIB, STEP or hold a legal

qualification.

Extensive experience of Institutional clients.

Sound knowledge of regulatory framework.

Understanding of applicable trust and company regulations and establishment

procedures.

Strong organisational and time management skills.

In association with the Manager/Senior Manager of the Wealth Structuring

Department have the ability to interpret client needs and identify appropriate

sources of information or experience to formulate structures to meet client

requirements.

4 years minimum experience of Finance Industry Business (Essential).