Job Description

Join a specialist fiduciary team serving a select portfolio of ultra-high-value institutional clients.

This is a rare opportunity to step into a senior-level role where you’ll manage bespoke trust and company structures across pension trusts, endowments, and more; with no hourly billing pressures!

You'll take ownership of complex relationships, acting as a key point of contact for clients and advisors while balancing high-touch service with sound fiduciary governance.

Responsibilities will include:

• Administering a diverse portfolio of trust and company structures with a strong client focus

• Acting as an authorised signatory and ensure regulatory compliance across all entities

• Leading on minute writing, documentation execution, and financial statement reviews

• Collaborating across internal teams and contribute to ongoing service innovation

Ideal for someone with STEP / ICSA qualifications (or equivalent experience), excellent communication skills, and a proactive mindset. Enjoy robust training and career development in a supportive, values-driven environment.

Get in touch today with a copy of your latest CV or give Marcel a call on 01481 714 634.