Senior Client Administrator – Trusts & Wealth Portfolio

Locate; United Kingdom; On-site; GBP 28,000 - 40,000; Full time

Benefits offered by this job

Training and professional development

Job summary

Locate Isle of Man is seeking a Senior Client Administrator to manage a portfolio of trusts, companies and wealth structures, delivering excellent client service and building strong relationships with clients and intermediaries.

The role includes managing client portfolios, supporting regulatory compliance, monitoring fees and profitability, and providing technical guidance to the Client Services team. Training and professional development are provided for this permanent, full-time position.

Qualifications

• Experience in TCSP and client portfolio management.
• GCSEs at grade C or above required.
• Knowledge of regulatory compliance is essential.
• Knowledge of CCH, Viewpoint and Laserfiche is desirable.

Responsibilities

• Manage a portfolio of trusts, companies and wealth structures.
• Support regulatory compliance and monitoring of fees and profitability.
• Provide technical guidance to the Client Services team.

Skills

Client portfolio management

Regulatory compliance

Relationship building

Education

GCSEs (5 at grade C or above)

Professional qualification (in progress)

Tools

CCH

Viewpoint

Laserfiche

Job description

Locate Isle of Man is seeking a Senior Client Administrator to manage a portfolio of trusts, companies and wealth structures, delivering excellent client service and building strong relationships with clients and intermediaries.

The role includes managing client portfolios, supporting regulatory compliance, monitoring fees and profitability, and providing technical guidance to the Client Services team. Training and professional development are provided for this permanent, full-time position.