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Relationship Manager Family Team





Our client is an independent fiduciary business that is looking to expand the team. The Relationship Manager will administer a specific portfolio of clients, provide support to other members of the team, maintaining and developing relationships with their own portfolio and also the wider team’s clients, maintaining and developing a working relationship with third parties and ensuring that all business is conducted in accordance with the policies and procedures of Group and the rules, guidelines and expectations of the local regulator.

You will be able to manage and prioritise time effectively and independently. Have a solid all round administration skill set, be able to identify any material business risks, have knowledge of relevant regulatory and legal frameworks, cultural awareness and sensitivity on both an individual and corporate basis, self-motivated with excellent communication skills with both staff and external intermediaries, be methodical, thorough and attentive to detail and have the ability to prioritise workload.

You will ideally have over 5 years of experience within a Trust environment and have completed or be studying for relevant qualification, e.g. STEP, ICSA


Key Contact

Shelley Kendrick

Managing Director
01534 715151
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