Cedar Recruitment Trust Portfolio Specialist

2 weeks ago


London, Greater London, United Kingdom Cedar Recruitment Full time

Cedar Recruitment is seeking a skilled Trust Portfolio Specialist to join their esteemed team. This exciting role will see you overseeing a captivating portfolio of UK resident and charitable trusts, making meaningful impacts every day.

As a key member of the Trust Team, you'll report directly to Directors and Partners, ensuring seamless adherence to crucial regulatory requirements and guidelines.

The ideal candidate will have strong experience in trust management, with a proven track record of success in managing diverse portfolios. You'll be responsible for:

  • Overseeing the trust portfolio, ensuring all tasks are completed efficiently and effectively
  • Managing relationships with clients, directors, and other stakeholders
  • Maintaining accurate records and reporting on trust performance

This is an excellent opportunity for a motivated and organized individual to take their career to the next level. If you're passionate about trust management and want to make a real difference, we'd love to hear from you.

Key Requirements:

  • Minimum 2 years' experience in trust management
  • Strong understanding of UK trust law and regulations
  • Excellent communication and organizational skills

What We Offer:

  • A competitive salary of £62,000 - £78,000 per annum
  • An excellent benefits package, including healthcare, pension, and annual leave
  • The opportunity to work with a leading recruitment agency, specializing in financial services


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