Manager

Role purpose: Manage a team providing comprehensive Private Client Services for our international client base, and undertaking business development/marketing opportunities as required. Core responsibilities: Ensure the team administers their client portfolios to a high standard in accordance with the Office Procedures Manual and that all work is undertaken/completed in a timely manner. Establish and maintain strong working relationships with your team, intermediaries, clients and client advisors. Identify any training needs for the team and, in the absence of a Senior Administrator and/or Assistant Manager, provide day-to-day training to Administrators and Assistant Administrators; to build up their confidence and knowledge of Trust and Corporate Services. Review the team's billing and monitoring of debt collection. Have awareness of the teams financial and personal targets (i.e. billing and personal utilisation targets), making sure these are reviewed frequently, with any areas of concern being addressed appropriately in a timely manner. Undertake the “Managers” review of Working Papers files for the annual Accounts/Financial Statements for your teams’ clients, or where appropriate, delegate this function to an Assistant Manager (subject to appropriate experience/qualification). Review all outgoing correspondence and Board/Trustee minutes prepared by the team to ensure accuracy and content are appropriate (any exceptions to this requires approval from the Head of Function). Undertake the team’s periodic appraisals and ensure the team use and complete the appropriate appraisal forms. Ensure any client review points, which are identified by the Client Review Manager, are cleared/resolved by the team in a timely manner and that statutory records on 5Series remain accurate and up to date. Serve as a “B” class Signatory on the Firm’s authorised signing mandate. Provide general assistance to the Directors in connection with the preparation of relevant financial information/ reports as and when required. Technical / Professional / Qualification Requirements: CGI/STEP Diploma or equivalent completed; Studying to obtain CGI/STEP Professional or equivalent if not already achieved (JFSC Minimum is Hold Table 5 qualification plus a minimum of 5 years relevant experience); or Qualified Accountant (by qualification through the Professional body); or Qualification relevant to function; and Evidence of Continuous Professional Development; and Management Training undertaken; and People Management skills and experience.