Job Description
£85k + discretionary bonus + future equity
Looking for a senior compliance role with real trust exposure and a pathway to Board membership?
Join a specialist, award-winning wealth management firm renowned for advising high-net-worth and ultra-high-net-worth families. This is your chance to lead compliance across complex cases, oversee trust administration, and shape processes in a forward-thinking, high-performing team.
What You’ll Do:
- Lead compliance oversight on high-value client cases
- Review and improve processes to meet regulatory standards
- Oversee trust compliance and add value to intergenerational planning
- Train and support advisers, directors, and team members
- Liaise with third-party professionals, beneficiaries, and stakeholders
Who You Are:
- Experienced in compliance within wealth management or financial planning
- Trust experience is a bonus — training provided
- Strong technical knowledge, confident in complex client scenarios
- Collaborative communicator with a proactive approach
- JO2 qualification and Level 4 Diploma advantageous
Why Join:
- Clear route to Board membership and equity
- Competitive package with bonus
- Work with a specialist, award-winning firm focused on high-net-worth families
- Career progression in a firm that values expertise and innovation
If you’re ready to step up your compliance career and gain broader trust exposure, this is the role for you.
For a confidential conversation, please contact Sam at Financial Divisions.