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At Source, we pride ourselves on offering an intelligent, tailored approach to recruitment.
Everyone who comes to us is looking for something, or someone, special. We work hard, right from the outset, to understand exactly what or who that is. Whether you’re an experienced professional seeking that next step up the ladder, or a people person looking for a great team fit, we’ll invest our time in making sure we get it right.
Our professionally qualified, experienced team offer a wealth of knowledge across all industry sectors, but it’s our friendly, personal approach and uncompromising standards that set us apart.
We’re on your journey with you, every step of the way.
Back to ResultsThis position sits within a dynamic, fast-paced Private Wealth team.
You will take ownership of a portfolio of trust and company clients, handling a wide range of complex arrangements under the supervision of a Trust Supervisor or Assistant Manager. Responsibilities include processing payments and identifying receipts, preparing minutes and resolutions of the Trustee/Board for routine matters, and liaising with relevant departments, clients, and intermediaries.
The ideal candidate will be educated to A-level standard or equivalent, hold a relevant STEP qualification (or equivalent), and have at least three years’ relevant experience, during which you have managed your own client portfolio.
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