Job Description

Be part of a respected, award-winning firm delivering private wealth, fund, and corporate administration services.

Responsibilities for this role include working closely with Client Directors from the final stages of onboarding through the full lifecycle of client structures, ensuring all data and records are accurate and up to date, supporting fiduciary decision‑making, and liaising with third‑party service providers to build strong relationships and deliver a high standard of service.

Candidates should hold a STEP, ICSA, or equivalent professional qualification, together with 5-10 years’ experience supporting HNW families. A strong understanding of KYC, AML, CFT, and GDPR requirements is essential.

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