Our client is seeking a Senior Manager to lead a client administration team within their Private Wealth department on a full-time, permanent basis. This role will involve overseeing a complex and high-value portfolio, supporting junior staff, and ensuring commercial objectives are met. Occasional travel to client sites or other office locations may be required.
Job Duties:
- Administer a diverse portfolio of clients with a revenue return in the region of £2.5m
- Provide technical guidance and support to junior team members and senior management
- Identify and follow up on business opportunities through effective liaison with team members and intermediaries
- Foster a client service mentality and business development culture across the team
- Manage and develop direct reports through regular performance discussions
- Oversee allocation of clients and ensure adequate cover for absences
- Ensure seamless onboarding of new clients and support smooth transition processes
- Participate in client and advisor visits as required
- Support fee reviews and work in progress recovery in collaboration with senior staff
- Drive profitability by managing P&L targets, billable utilisation, and debtor day reduction
- Conduct ongoing reviews of uncommercial fee arrangements and develop action plans
- Embed robust risk management practices and ensure compliance with policies and regulations
- Identify training needs and escalate wider trends to senior leadership
- Ensure all key performance indicators (KPIs) are met across the client portfolio
- Participate in recruitment and contribute to hiring decisions
- Represent the team in cross-departmental meetings and project initiatives
- Provide oversight of client administration, service quality, and profitability
- Offer technical input for complex transactions and client matters
- Build and maintain strong intermediary relationships to drive growth
- Assess impact of changes in local and international regulation on service delivery
Job Requirements:
- ICSA or STEP qualified or hold a relevant professional qualification
- Minimum of 10 years' relevant industry experience
- Excellent knowledge of trust company business laws and fiduciary duties
- Deep understanding of best practice in trust and company administration
- Strong understanding of trust and corporate legal documentation
- Competent knowledge of taxation and its impact on structures
- Awareness of trust company laws in other jurisdictions
- High attention to detail and strong analytical abilities
- Excellent numeracy and IT proficiency
- Strong decision-making and resource management capabilities
- Effective communicator with strong influencing and relationship skills
- Demonstrates commercial awareness and contributes to team workflow
- Motivated, resilient, and able to manage tight deadlines
- Embraces change and supports others through transition
- Commitment to self-development and team learning
- Demonstrates integrity, equality, and diversity in all aspects of work
What You’ll Love:
This is an exceptional opportunity to take ownership of a senior leadership position in a well-established and forward-thinking private wealth department. You will join an organisation that values authenticity, collaboration, and bold thinking, where you are encouraged to develop both technically and professionally. With high-calibre clients, complex work, and a culture of support and development, you’ll find this role both challenging and rewarding.
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