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Senior CSP Admin, Permanent Job, Isle of Man

Permanent
Fiduciaries
£25,000 – £50,000
PP11869

Description

Are you an experienced professional ready to take your career in fiduciary services to the next level? Our client is looking for a dedicated and driven individual to join their team as a Senior Admin in the Fiduciary Services Department. This is a fantastic opportunity to manage high-value client portfolios while delivering exceptional service in a dynamic environment.

The Role

Lead the management of client portfolios and ensure efficient and high-quality service delivery


  • Manage a diverse portfolio of clients, ensuring all services are delivered to the highest professional standards

  • Maintain and update client statutory records, including banking and financial reconciliation

  • Ensure all fiduciary service functions are performed accurately and in line with compliance standards

  • Delegate tasks to junior staff and review their work to ensure precision and adherence to guidelines

  • Maintain timely and professional communication with clients, handling direct correspondence as needed

  • Ensure compliance with Isle of Man and UK legislation, including AML procedures

  • Support the team with ad-hoc corporate service assignments and other duties as required



About You

You are proactive, detail-oriented, and passionate about delivering top-tier client services


  • Extensive experience in managing client portfolios within fiduciary or corporate services

  • In-depth knowledge of Isle of Man and UK regulations

  • Strong communication skills, both written and verbal, with the ability to manage client relationships

  • Excellent organisational skills with the ability to manage multiple tasks and deadlines effectively

  • Proven leadership and delegation experience, with a focus on quality and accuracy

  • Commitment to maintaining client confidentiality and adhering to professional standards



The Reward


  • Competitive salary package

  • Opportunities for ongoing professional development and certifications

  • Support for relevant training and professional courses

  • A collaborative working environment with exposure to high-profile clients