Expert Fiduciary Professional
2 months ago
We are seeking a knowledgeable and experienced Fiduciary Specialist to join our team at The Recruitment Council. This is an exceptional opportunity for a skilled professional to excel in a challenging yet rewarding role within the fiduciary services sector.
Job OverviewThis role involves delivering expert fiduciary advice and services, including trust administration, wills drafting, estate planning, and tax solutions, ensuring the highest standard of client satisfaction. As a key member of our team, you will be responsible for managing and maintaining relationships with fiduciary clients, offering professional guidance tailored to their needs.
About the RoleThe ideal candidate will have at least 5 years of experience in the fiduciary industry, holding an LLB degree or a relevant academic qualification. An FPSA certification or equivalent knowledge and experience is highly advantageous. Additionally, you should possess strong organizational skills, excellent written and verbal communication abilities, and the ability to thrive in a high-net-worth, professional environment.
Key Responsibilities- Trust Administration: Provide expert advice on establishing new trusts and ensure compliance with all legal and administrative requirements in collaboration with Fiduciary Administrators.
- Client Relationships: Manage and maintain relationships with fiduciary clients, offering professional guidance tailored to their needs.
- Estate Planning: Advise on and draft comprehensive wills while also acting as an executor in client estates, with support from the estate administration team.
- Education: An LLB degree or a relevant academic qualification is essential; a tax qualification is advantageous.
- Experience: At least 5 years of experience in the fiduciary industry.
- Professional Designation: FPSA certification or equivalent knowledge and experience to achieve this designation is highly advantageous.
- Skills: Strong organizational skills, excellent written and verbal communication abilities, and the ability to thrive in a high-net-worth, professional environment.
We offer a competitive salary of £60,000 - £80,000 per annum, depending on experience, to attract a talented individual who can deliver exceptional results and exceed client expectations.
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