Senior Private Client Services Manager

Itchyfeet Recruitment Agency; United Kingdom; On-site; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Opportunities for training and career development

Collaborative work environment

Job summary

Itchyfeet Recruitment Agency is looking for a Private Client Manager to oversee the administration team and manage client relationships. This role requires excellent communication skills and the ability to work under pressure while ensuring compliance with regulatory standards.

The ideal candidate will have at least 5 years of experience in fiduciary administration, a STEP qualification, and strong managerial capabilities. The position includes opportunities for professional development and collaboration within the team.

Qualifications

• Ability to work independently and accurately under pressure.
• Demonstrable knowledge of the financial services industry.
• Practical experience or strong knowledge required.

Responsibilities

• Manage client relationships for retention and development.
• Oversee administration team and provide guidance.
• Handle trust and company administration effectively.

Skills

Excellent communication

Teamwork

Interpersonal skills

Strong computer literacy

Problem-solving skills

Education

STEP Qualification

5 years relevant experience in fiduciary administration

Management training or 3 years experience

Job description

Itchyfeet Recruitment Agency is looking for a Private Client Manager to oversee the administration team and manage client relationships. This role requires excellent communication skills and the ability to work under pressure while ensuring compliance with regulatory standards.

The ideal candidate will have at least 5 years of experience in fiduciary administration, a STEP qualification, and strong managerial capabilities. The position includes opportunities for professional development and collaboration within the team.