Trusts - Senior Officer
- Recruiter
- BCL Legal
- Location
- England, Cheshire, Knutsford
- Salary
- £30000 - £40000 per annum
- Posted
- 09 Jun 2022
- Closes
- 04 Jul 2022
- Ref
- CM/103967
- Contact
- Chris Mather
- Job Title
- Solicitor
- Practice Area
- Private Client
- Contract Type
- Permanent
- Hours
- Full Time
Senior Trust Officer- Cheshire
A rare opportunity for a senior trust officer to join an international wealth and fund solutions provider
THE FIRM
Global wealth and fund provider with offices based in Cheshire
Supporting high net worth individuals and their families seeking diversified wealth solutions
Using a hands on and entrepreneurial approach to help clients safeguard their assets and assist with ambitions for growth
THE ROLE
Administrative responsibility for a complex portfolio of trusts, companies and other wealth structures ensuring that first class service is provided to clients, intermediaries and other stakeholders
Identify and mitigate risk, assisting with the management of their team providing training and coaching
Deliver high quality service to all clients to ensure longevity of relationships
Ensure delivery on client commitments to agreed deadlines and to a high standard
Supporting the Director in understanding and acting upon the commerciality and profitability of the client book by reviewing and controlling WIP, ensuring prompt collection of fees and highlighting revenue opportunities
REQUIREMENTS
Hold a relevant professional qualification (such as STEP or ICSA or similar), and to be educated to A-Level standards, or equivalent.
Experience of working with High Net Worth clients and on complex structures within the fiduciary field
Excellent technical competency with a proven track record in technical and complex transactions for their clients
A sound knowledge of current issues affecting fiduciary structures
Knowledge and experience of working with charitable trusts is desirable but not essential.
Excellent interpersonal and communication skills
BENEFITS
A fantastic opportunity to work with an organisation, which embraces entrepreneurial spirit and encourages employees to see beyond their determined role
Competitive salary and benefits
Working within a team, which supports a social culture, operating a local social event programme across each office that celebrates the companies' inclusive culture
For more information regarding this Senior Trust Officer role, please contact Chris Mather at BCL Legal
BCL Legal is an equal opportunities employer.