At a Glance
- Tasks: Manage trusts and companies while delivering exceptional service to international clients.
- Company: Join a leading global provider of corporate and fiduciary services.
- Benefits: Gain exposure to complex structures and develop strong client relationships.
- Other info: Embrace our values: ambitious, agile, and collaborative for success.
- Why this job: Grow your career in a dynamic, collaborative environment with experienced professionals.
- Qualifications: A-Level or degree educated; proactive team player with strong communication skills.
The predicted salary is between 49500 - 60500 £ per year.
Purpose of role
Join our Private Client team and play a key role in delivering exceptional trust and company administration services to an international portfolio of private clients. Working alongside experienced professionals, you will gain exposure to complex structures, develop strong client relationship skills, and build your expertise in a dynamic and collaborative environment. This is an excellent opportunity for someone looking to grow your career within a leading global provider of corporate and fiduciary services.
Main Responsibilities
- Manage a varied portfolio of trusts, companies and private wealth structures, delivering exceptional service to an international client base.
- Build strong client relationships and develop into a trusted adviser, working closely with experienced professionals across the business.
- Support a wide range of client transactions, governance activities and regulatory requirements, ensuring accuracy and compliance throughout.
- Collaborate with specialist teams across accounting, compliance and finance to deliver seamless, high-quality solutions for clients.
- Contribute to the continued success of the team by identifying opportunities to enhance client experience, mitigate risk and drive operational excellence.
Knowledge, Skills and Experience
- A-Level or degree educated, ideally with (or working towards) a professional qualification such as CGI or STEP.
- Previous experience in trust and company administration, financial services, or a related professional services environment.
- A proactive, client-focused team player with strong communication skills, attention to detail and a solution-oriented mindset.
Additional Information
All staff are expected to embody our three core values. These values underpin everything that we do and reflect the skills and behaviours we all need to be successful.
- We are AMBITIOUS - We think and act globally, seizing every opportunity to support our clients and staff - wherever in the world they may be.
- We are AGILE - Our independence from any financial institution gives us the flexibility and freedom to keep things simple, efficient and effective.
- We are COLLABORATIVE - We take the time to understand our clients' needs so that we can deliver personalised solutions every time.
Equal Opportunities for Everyone
Please let us know if there's anything we can do to make the process easier for you. You can reach us at.
We're an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.
Associate (Private Wealth) in England employer: Ocorian
Ocorian is an exceptional employer that fosters a dynamic and collaborative work culture, perfect for those looking to make a meaningful impact in fund administration. With a strong focus on employee growth and development, we offer comprehensive training and advancement opportunities, ensuring our team members thrive in their careers. Located in the United Kingdom, our agile environment encourages innovation and continuous improvement, making it an ideal place for professionals seeking rewarding and fulfilling employment.
StudySmarter Expert Advice🤫
We think this is how you could land Associate (Private Wealth) in England
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Ocorian. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Ocorian.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Ocorian. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Associate (Private Wealth) in England
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Ocorian and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Ocorian how you can be a team player!
How to prepare for a job interview at Ocorian
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Ocorian.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Ocorian's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
