We’re looking for a detail-oriented professional to join ZEDRA as a Business Support Officer, supporting our Trust Services team and helping deliver exceptional service to clients.
In this role, you’ll support the onboarding of new trusts, manage client asset reconciliations, produce valuations and management information reports, and help ensure the highest standards of client service, compliance, and operational excellence.
This is a fantastic opportunity for someone who enjoys working with financial data, improving processes, and collaborating with different stakeholders while developing their knowledge of the trust investment market and regulatory environment. If you’re organised, analytical, and keen to grow your career within financial services, we’d love to hear from you.
Key Accountabilities
- Support the team in onboarding new trusts from a variety of financial advisors, utilising a number of different bond providers.
- Understand and maintain the end to end process of onboarding, identifying and implementing process improvements where appropriate.
- Production of client facing valuations for trusts and probate valuations for estate clients.
- Ongoing reconciliation of client assets held to the books & records system (Navision).
- Efficient administration to ensure excellent client service, accurate reporting, tax compliance and risk management.
- Production and maintenance of MI reporting for the business.
- Team player with ability to actively identify and implement business initiatives for process improvement.
People
- Foster an inclusive, collaborative culture aligned with ZEDRA values.
- Participate in regular one to ones and act on feedback to improve performance.
- Identify at least one personal development priority each year.
- Complete all mandatory trainings on time.
- Support improvements arising from Employee Engagement feedback.
Regulatory Responsibilities
- The role holder is expected to proactively work towards achieving an FCA recognised.
- Investment management qualification within 2 years of appointment, following which they will be:
- Approved by the firm under the Certification Regimes as Client Dealing
- Maintain the required levels of fitness and propriety to meet the role requirements from a regulatory perspective.
Code of Conduct rules requirements
Rule 1: You must act with integrity.
Rule 2: You must act with due skill, care and diligence.
Rule 3: You must be open and cooperative with the FCA, the PRA and other regulators.
Rule 4: You must pay due regard to the interests of customers and treat them fairly.
Rule 5: You must observe proper standards of market conduct.
Rule 6: You must deliver good outcomes for retail customers.
Knowledge and Experience
Professional and Technical Experience
- Work towards building their Trust Investment market knowledge.
- Work towards building their understanding of CASS regulations.
- Self-driven with the ability to work independently and as part of a team.
- Planning and organisational skills.
- Proficient with MS Office suite.
- Ability to handle and interpret high volumes of data.
- Ability to prioritise and deliver multi tasks to deadline.
- Time management and interpersonal skills.
For more information or to request a copy of the full job description, please email recruitment@zedra.com
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