Senior Fiduciary Portfolio & Client Services Lead

Leapfrog Limited; Daliburgh; On-site; GBP 38,000 - 56,000; Full time

Job summary

Leapfrog Limited in Scotland seeks a fiduciary administrator to oversee corporate and trust administration. You will maintain strong client relationships, guide junior colleagues, and contribute to service delivery improvements while ensuring compliance with regulatory requirements.

You will work with risk and compliance teams, onboard Guernsey fiduciary structures, and help optimise processes and automation across the team. This role offers scope for professional growth.

Qualifications

• Experience in corporate, trust or fiduciary services.
• Qualified or part-qualified in STEP or CGI, or pursuing a relevant professional qualification.

Responsibilities

• Oversee day-to-day administration of a diverse portfolio of corporate and fiduciary clients.
• Develop understanding of client structures, transactions and activities.
• Build and maintain relationships with clients and intermediaries.
• Identify opportunities for repeat business and referrals.
• Onboard Guernsey companies, partnerships, trusts and fiduciary structures.
• Coordinate workflows and meet deadlines.
• Collaborate with Risk and Compliance for due diligence and reviews.
• Mentor junior team members and provide technical guidance.
• Maintain client records in internal systems.
• Ensure compliance with policies and regulatory requirements.
• Support operational improvements and automation initiatives.

Skills

Client service

Team development

Regulatory requirements

Prioritisation / time management

Process improvement

Education

STEP or CGI (ICSA) qualification

Tools

Fiduciary administration systems

Document management platforms

Job description

Leapfrog Limited in Scotland seeks a fiduciary administrator to oversee corporate and trust administration. You will maintain strong client relationships, guide junior colleagues, and contribute to service delivery improvements while ensuring compliance with regulatory requirements.

You will work with risk and compliance teams, onboard Guernsey fiduciary structures, and help optimise processes and automation across the team. This role offers scope for professional growth.