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Utmost International
12/11/2025
⌛️ 21 Nov
⚖️ Client Services
🕒 Full-Time
🟨 Mid-level
Financial Services
201+ people

Job Description

Job Details

To provide and maintain a superior level of effective trust administration and service to advisers, settlors and beneficiaries of trusts administered by Utmost Trustee Solutions Ltd.

Key Responsibilities

  • High calibre of Written and Verbal communication internally/externally
  • Proficient in dealing with advisers, clients and all other parties associated with the trust or the underlying bond via telephone, letters and email.
  • Second checking for other team members when required
  • Distributing emails/post across the team if required
  • Actively identifying problem areas and offering various solutions whenever possible
  • Adhering to all regulatory legislation and guidance and ensuring all our compliance requirements are met
  • Working as part of a team and acting as a role model
  • Working to, and meeting deadlines
  • Ability to vet new trust business applications
  • Ability to process annual reviews (and all associated tasks) and highlight issues, and process any amendments to trust or client information
  • Ability to vet and process investment switch requests
  • Ability to vet and process requests for distributions to beneficiaries
  • Ability to vet and process assignments and Requests for Payments
  • Liaise effectively with colleagues across the business to ensure interdepartmental tasks are completed effectively
  • Process invoices and trust company payments as required
  • Make recommendations for Trust Forum consideration when required and document trustee decisions appropriately
  • Demonstrate the ability to deal with 85% of the queries/requests raised by our customers
  • Ability to liaise with technical areas in relation to more complex issues together with skills to update process notes accordingly
  • Fully competent in the trust review process, with the ability to vet/check the work of others, raise issues and offer solutions

Requirements

Experience

  • Minimum of 2 years’ experience in Financial Services
  • Good Knowledge of Microsoft Office Applications (Word, Excel, Outlook)
  • Ability to compose good standard of ad hoc letters/faxes
  • Considerable experience within a customer facing administration role
  • Excellent planning and organisational skills
  • Ability to work within a team or on own initiative
  • Can maintain a high level of accuracy and still work within agreed service standards
  • Ability to work under pressure

Education & Qualifications

Utmost - Banner.webp
💰 Financial Services
👥 201+ people
Show Perks

Utmost International is a leading provider of insurance-based wealth solutions operating in the UK, Europe, Latin America, Asia and the Middle East.

🎳
Social Events
💳
Employee Discounts
🎓
Professional Qualifications
👪
Life Assurance
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Private Healthcare
🌴
Annual Leave
🚴
Cycle to Work Scheme
🏦
Pension
🧠
Mental Health Support
Flexible Working
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Sabbatical Leave
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Relocation Assistance
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Remote Working Options
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Income Protection
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Perks & Benefits

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Social Events

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Employee Discounts

66549a31ce5c19a982bda066_ezrUbi_a6WoQ2ZM_q62qDxdsjnDiAd0rywcnxUF7By8.png

Professional Qualifications

66549a3aa0764abe20b8c5b8_2SWZXlhDfpbbj9Zau9RVyunNG0lLTXUmhQ0arPjnaL4.png

Life Assurance

66549a3a4c5404d6ecd1aa87_gmgDFRu9xx7tvM6hGinPHXdznP_31IvJ5JbwSZtH-4c.png

Private Healthcare

66549a3baf1ee7d2f004d461_iTR5tEWln4wrHIIku42AtE5JOQ0rZZtQt3R6ilB_z7Y.png

Annual Leave

66549a3d875fec3009fea28b_Fl7KNixE_brGHUEX5y39umdSYMmnXflJlxGRBL1Nedc.png

Cycle to Work Scheme

66549a3e3d91cb5f3c507ce1_a-PilieyKtH9dPGc1i9P7bYviemOfvAsiGRJvzOQ5pQ.png

Pension

66549a324c5404d6ecd1a247_UqTVhVIZuc8Tdxn1tyhWBGNOWriNv22HNT1w1hQmHXA.png

Mental Health Support

66549a33248ee57970368e9b_boyXMOBoy6S1iOjdEDRAbNBOJ0NdLJ6Kxy1mYcDramM.png

Flexible Working

66549a2867f58791223b312d_piReqKfC0lk5tWT5C5sUtLofr8MU4tyAHfiTwt09qgU.png

Sabbatical Leave

66549a2daf1ee7d2f004c7ae_3FP7LYOfaOTLlB9-3tfDzLmPO-ED2OniawrIg2n4TZ4.png

Relocation Assistance

66549a30e8f64cd4cdc51fe9_9MfcBsyrqAPaCMuawPW1CZITTbL0dJt3jDY1GkYgnTI.png

Remote Working Options

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Income Protection

Note: The perks and benefits displayed provide a general overview of what this employer offers. Specific details regarding each perk, including eligibility and terms, will be provided directly by the employer during the application and interview process.

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