Fiduciary Position

Posted 3 weeks ago

We are willing to review candidates from Senior Fiduciary Administrator to Senior Officer level however there is only one vacancy available.


Responsible for all aspects of administration for a portfolio of Trusts, Companies and Pension Schemes, reporting to the Assistant Manager.


The duties will include the following:

  • Administering a portfolio of Trusts, Companies and Pension Schemes;
  • Liaising with clients, intermediaries, bankers and investment houses – by email, in letter form and by telephone;
  • Assisting with client entity reviews;
  • Preparation of minutes, written resolutions, and other statutory documentation;
  • Making payments, using online banking software, and in written form;
  • Setting up and maintaining client databases;
  • Closing down processes;
  • Keeping up to date with office procedures;
  • Keeping up to date with relevant local anti-money laundering legislation and other regulatory requirements;
  • Other general administration duties which arise in the course of day to day business;
  • Understanding of Risks associated within the industry;
  • Compliance with Anti Money Laundering and other Regulatory obligations including collation and upkeep of Client Customer Due Diligence (CDD);
  • Act as signatory following successful completion of probation.


  • Preferably 5 years’ experience in the fiduciary services industry;
  • Hold a professional qualification (eg STEP, ICSA) or qualified by experience;
  • Have been acting as a Signatory at previous employer;
  • Good organisation and communication skills;
  • Polite manner when dealing with clients, intermediaries and other Concept personnel;
  • Smart appearance and a good ambassador for Concept Group;
  • Ability to work as part of team and on own initiative;
  • Strong analytical skills and the desire to continuously learn and improve skills;
  • Undertake CPD as required by governing body of professional qualifications held;
  • Pensions experience preferable.


  • Salary will be commensurate with experience;
  • The standard benefits package applicable to this position will apply;
  • All training required for the role will be provided.

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