Job Description

Job details 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