Our Client is seeking an Administrator for its Private Clients team

In this role, you will work closely with your team to manage a diverse portfolio of private client structures, including families, family offices and owner-managed businesses. You will be responsible for managing client relationships, preparing statutory returns, and assisting with banking and document management, all while maintaining a high level of discretion and professionalism.

Requirements include previous experience in fiduciary or private client administration, holding/studying towards a relevant professional qualification (such as ICSA or STEP), strong organisational skills, and the ability to work independently. A proactive approach and broad understanding of private client structures are essential to succeed in this role.

For more information on this role, please contact Stu on (01534) 707816 or email your CV to jobs@excel-recruitment.com.