Manager Private Clients (802) Permanent

• Responsible for a team of one Administrator and two Senior Administrators (two of which have 10 and 15 years of service)
• Manage a diverse portfolio of international clients
• Work collaboratively and provide accurate and timely guidance to direct reports
• Effectively manage workloads, deadlines and KPIs for both themselves and their team

Key Requirements:

• At least 2 years’ experience in a managerial capacity
• Minimum of 5 years direct experience within Private Client Services and/or Trust
• People management skills – mentor, guide, and develop team members
• Communicate effectively, both in writing and verbally

Technical Knowledge:

• Strong understanding of the administration of trusts and corporate vehicles
• Legal and regulatory frameworks
• UK tax and compliance matters

Qualifications:

• A Table 4 qualification, preferably STEP or CGI/ICSA Diploma (other Table 4 qualifications will also be considered)