Enable job alerts via email!

Private Client Administrator

jobs.jerseyeveningpost.com-job boards

United Kingdom

On-site

GBP 60,000 - 80,000

Full time

2 days ago

Be an early applicant

Boost your interview chances

Create a job specific, tailored resume for higher success rate.

An established industry player is looking for a proactive and forward-thinking individual to manage a diverse portfolio of trust and company structures. This role requires a commitment to excellence and a drive to meet client needs effectively. The ideal candidate will be studying towards relevant qualifications such as STEP or CGI, showcasing their dedication to professional growth. Join a dynamic environment where your contributions will directly impact client success and satisfaction, making a meaningful difference in their financial journeys.

Committed to achieving excellence for clients.
Studying towards STEP, CGI, or equivalent qualifications.

Manage a portfolio of trust and company structures.
Ensure client satisfaction and excellence in service delivery.

Proactivity

Client Management

Attention to Detail

STEP qualification

CGI qualification

Equivalent qualification

Proactive and forward thinking individual sought to take responsibility for managing a portfolio of trust and company structures. The ideal candidate will be committed and driven to achieving excellence for their clients and studying towards an appropriate qualification STEP, CGI or equivalent.

For more information contact Rachael Douglas at rachael@topjobs.je or call 01534 727323.

Get your free, confidential resume review.

or drag and drop a PDF, DOC, DOCX, ODT, or PAGES file up to 5MB.

Private Client Administrator

jobs.jerseyeveningpost.com-job boards

United Kingdom

On-site

GBP 60,000 - 80,000

Full time

Job summary

Qualifications

Responsibilities

Skills

Education

Job description