FTC Senior Private Client Associate

Job Description

This 12-month fixed-term contract offers the opportunity to work within a collaborative private client team. A strong emphasis is placed on organisation, compliance and client service.

Duties for this role include, but are not limited to:

• Providing professional trust and company administration services to a portfolio of clients.
• Assisting with the administration of trusts and corporate structures.
• Preparing minutes, board packs and other meeting documentation.
• Maintaining accurate client records, registers and databases.
• Supporting the establishment of new structures and client onboarding processes.
• Assisting with internal billing processes, including reviewing billing summaries and draft invoices.
• Supporting compliance reviews and due diligence processes.
• Liaising with clients, advisers and internal stakeholders.
• Ensuring adherence to regulatory requirements and internal policies.
• Escalating risks and issues to management where appropriate.

Skills / Qualifications

The ideal candidate will be educated to A level or degree standard and will ideally hold, or be working towards, a relevant professional qualification such as STEP at Diploma level. They will have experience within trust and company administration and demonstrate strong organisational, communication and attention to detail skills. A good understanding of regulatory requirements and corporate governance is essential, along with the ability to work collaboratively and manage competing priorities within a professional environment.