We are looking for an experienced Senior Client Administrator to manage a portfolio of trusts, companies and wealth structures, delivering excellent client service and building strong relationships with clients and intermediaries.
Responsibilities include managing client portfolios, supporting regulatory compliance, monitoring fees and profitability, and providing technical guidance to the Client Services team.
Requirements: Previous TCSP experience and client portfolio management experience would be beneficial. Applicants should have 5 GCSEs or equivalent at Grade C or above and hold, or be working towards, a relevant professional qualification. Knowledge of CCH, Viewpoint and Laserfiche is desirable.
Full-time role with training and professional development supported.