At IQ-EQ, we work with high-net-worth clients to protect, grow, and enjoy their wealth. As our Manager in the Private Wealth department, you will take the lead in managing a talented team, delivering exceptional service, and driving commercial success.

What You’ll Do

• You will lead and manage a Client Administration Team, ensuring smooth onboarding, efficient administration, and an outstanding client experience for a complex portfolio.
• You will allocate clients effectively, plan for absences, and monitor team performance to meet revenue, efficiency, and cash collection targets.
• You will provide technical expertise on complex trust and corporate structures, ensuring compliance with all relevant laws and best practice standards.
• You will spot business opportunities, support fee reviews, and take action to improve profitability.
• You will build a collaborative, client-focused culture by mentoring your team, driving training, and embedding risk management practices.

What we offer

• Comprehensive remuneration and pension: motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
• Wellbeing: additional social benesfits such as private health and dental cover, life assurance, discounted gym membership, eye test and corporate GP
• Annual leave: our employees are entitled to 25 days paid leave plus all UK public holidays
• Enhanced maternity and paternity, including shared parental leave and adoption leave
• Flexible working: we recognise the value of working flexibly and want to ensure all employees enjoy an excellent work-life blend. As such, we are open to conversations with employees related to setting up flexible working arrangements.

What You’ll Bring

• You have a CGI or STEP Diploma (or an equivalent professional qualification) and at least 7 years of relevant industry experience.
• You have a deep understanding of trust, company, and fiduciary administration, including relevant laws and industry best practice.
• You are a strong leader who can inspire, mentor, and guide your team through change.
• You have excellent numeracy, analytical, and problem-solving skills, with strong commercial awareness.
• You are an excellent communicator with great relationship management skills and solid IT proficiencyIf you’re ready to take ownership, lead with integrity, and deliver exceptional results, we’d love to hear from you.