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Assistant manager, private wealth

Nottingham (Nottinghamshire)
IQ-EQ
Assistant manager
Posted: 13 August
Offer description

Social network you want to login/join with:

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Client:

IQ-EQ


Location:

St Helier, United Kingdom


Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

b8ec14ad865c


Job Views:

13


Posted:

12.08.2025


Expiry Date:

26.09.2025

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Job Description:

We are seeking an experienced Assistant Manager to join our fiduciary team in St Helier, UK. This role involves overseeing client portfolios, supporting business development, and ensuring operational excellence. The candidate will collaborate with senior leadership, mentor junior staff, and handle client onboarding, fee reviews, and risk management, all while meeting strategic targets and maintaining high service standards.

Responsibilities include:

* Leading by example and fostering a culture of excellence and client service.
* Staying current with technical and leadership skills, mentoring team members.
* Building strong relationships with clients and intermediaries to promote growth and retention.
* Communicating proactively to promote service culture, identify risks, and support strategic decisions.
* Ensuring compliance with regulations and internal policies, managing risks, and leading in the manager’s absence.

What we offer:

* Competitive salary based on experience and qualifications.
* Generous pension scheme and social benefits including private health and dental, life assurance, and gym discounts.
* 25 days annual leave plus UK public holidays, with enhanced maternity and paternity leave.
* Flexible working arrangements to support work-life balance.
* Training and development opportunities to enhance your skills.

About you:

* At least five years of relevant experience with a professional qualification such as ICSA or STEP Diploma.
* Deep understanding of fiduciary responsibilities, trust and company administration, and legal frameworks.
* Detail-oriented, analytical, with strong numeracy and IT skills.
* Resilient under pressure, high integrity, committed to diversity and client satisfaction.
* Excellent communication and relationship-building skills.
* Dedicated to continuous learning and professional growth.

Our commitment:

We prioritize sustainability, diversity, and employee development. Our hybrid work model and learning platforms support our employees' growth and work-life balance. We are committed to fostering an inclusive culture and supporting women managers through initiatives like IQ-EQ Launchpad.

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