Job Description

Are you a seasoned Trust professional ready for a fresh challenge in onboarding? This is a rare opportunity to step into a dynamic Manager or Assistant Manager role where you’ll play a key part in welcoming new clients into the business.

You’ll oversee the full onboarding lifecycle, from discovery and due diligence through to handover – all while utilising your Trust expertise to mentor others and drive best practice across the team.

Responsibilities will include:
• Leading the onboarding of new clients, ensuring smooth setup and structure establishment
• Reviewing KYC/CDD, prepare internal documentation, and present to the New Business Committee
• Liaising directly with clients, intermediaries, and internal stakeholders throughout the process
• Supporting junior team members and collaborate closely with senior management

You’ll need strong relevant experience, be STEP qualified (or working towards it), and bring confident communication, organisational, and leadership skills.

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