Trust Assistant
Due to recent restructure and expansion, my client is seeking a Trust Assistant within their Private Client Services Wealth Management division to be based in their Mayfair office.
The Technical Services team provides technical support externally to adviser partners and internally to the Private Client division and general support to adviser partners and specific (chargeable) advice direct to clients in the following areas; taxation, trust/ legal, pensions and financial planning.
In addition you will be required to support the sales team in the promotion and installation of trusts and associated financial products as well as the development of fee income through the provision of specific client advice. You will also assist the Trust Manager and Trust Administrator in the provision of trust and legal support and be responsible for drafting wills and trusts etc.
Candidates should have a basic understanding of trusts and the creation process, experience of basic trust administration, accounting and HMRC returns ideally gained from either a life insurance / assurance, financial services, general insurance, IFA, legal or accounts background within a varied administration environment.
You will be educated to at least 'A' Level calibre or equivalent. In addition, any FPC, Financial Services, STEP or ILEX qualifications or equivalent would be very advantageous, but not essential, they will however, support any of these qualifications if you have a willingness to study.
Salary: £20000 - £23000 per annum + excellent benefits
Contact Name: Steve Philcox
Email: Steve.Philcox@fusionsearch.co.uk
Phone: 02086610735