The job holder will act as a client Director on specific client cases providing advisory and fiduciary services in accordance with the relevant Client Services Agreement and the various laws and regulations. This Director will have a focus on new business development and creating new and enhancing existing client relationships.

Supported by the Administration teams, proactively oversee the day to day management and administration of a portfolio of client entities
Providing supporting fiduciary functions (four eyes principles) to non-engagement cases where necessary
Ensuring that financial targets in terms of chargeable hours, recovery rates and debtors are met, both personally and at team level
Maintaining and building good relationships with clients and intermediaries through quality service and participating in industry-relevant events. This includes promoting this ethos within the wider team
Sharing historic client knowledge with employees, ensuring they are in the best shape to management all client relationships
Proactive invoicing of fees and debt management
Ensuring administration procedures are followed/implemented in accordance with the Procedures Manual

Attendance at Management and Risk Committee meetings as requested
Assisting with employee development/mentoring, performance management and contributing to their technical and practical training requirements
Helping to foster good relations between leadership and employees by demonstrating an open communication ethos
Maintaining awareness of all Group and local staff policies and procedures, and demonstrating professional standards at all times
Ensuring that all AML and compliance regulations are complied with to the extent required by your role
In partnership with the Commercial Office and Marketing, drive business development strategies where applicable. Developing regular contact with prospective clients and intermediaries to promote and capitalise on business opportunities
Ensuring that the client portfolio is properly maintained and developed, with clients being met (either virtually or in person) on a regular basis
Working closely with the Board of Directors, in particular the Managing Director, on the strategic direction of the administration function of the business
Identifying potential acquisition targets