Senior Fiduciary & Wealth Admin Lead

Source Recruitment Group; United Kingdom, United Kingdom; Sur place; GBP 60 000 - 90 000; Plein temps

Résumé du poste

Source Recruitment Group is seeking a highly qualified fiduciary professional for an award-winning wealth, fund and corporate administration business in the UK. You will work with Client Directors on proactive entity management, onboarding through the full structure lifecycle, ensuring records are accurate and up to date.

You will liaise with third-party providers to build strong relationships and support fiduciary decision-making for high-net-worth families across international structures.

Qualifications

• STEP, ICSA or equivalent qualified professional
• 5-10 years' experience supporting high-net-worth families
• proven track record of managing complex international fiduciary structures

Responsabilités

• Work with Client Directors on proactive entity management and maintenance from onboarding through the full structure lifecycle
• Ensure records remain accurate and up to date
• Liaise with third-party service providers to build strong relationships and meet client needs
• Support fiduciary decision-making where required

Description du poste

Source Recruitment Group is seeking a highly qualified fiduciary professional for an award-winning wealth, fund and corporate administration business in the UK. You will work with Client Directors on proactive entity management, onboarding through the full structure lifecycle, ensuring records are accurate and up to date.

You will liaise with third-party providers to build strong relationships and support fiduciary decision-making for high-net-worth families across international structures.