Praxis is an independent, leading provider of bespoke private wealth, corporate administration and yacht services to companies, individuals and families across the world.

Our expertise and experience is driven by recruiting and retaining the brightest and best and creating a culture that allows people to thrive. Our independence encourages an open culture where every voice is valued. We care about creating an environment that hears, supports and shares openly with all our people.

Teamwork and collaboration are at the heart of our approach, and we nurture an environment of openness and respect where everyone feels valued.

Be heard. Be part of the Praxis Group.

Our private wealth and corporate services teams work with our clients and their advisers, delivering an efficient, informed and personal service. We operate a fast-paced and rewarding environment with opportunities to service a variety of

Job summary:

A key part of the role would be to provide extensive support to the team to ensure continuity of the high-level service that is expected by our private clients. This role will play an integral part in our customer service and organisational strength of the team. Good verbal and communication skills are essential, along with a strong ability to multi-task. On the job training will be given on an on-going basis which will be supported by external courses, as and when required. In addition, full support will be given regarding professional study/ continuing professional development.

Job accountabilities:

Day to day running of own portfolio of clients which will include:

• Processing complex investment solutions in a timely and accurate manner
• Liaising with professional intermediaries to source and implement tax, legal and investment advice
• Statutory work – ensuring that statutory records are kept up to date and are accurately maintained at all times
• Entity reviews – ongoing periodic reviews of entities as per risk classification
• Responding to queries raised via the Compliance Monitoring Program
• Processing of new business, liaising with compliance department
• Processing of internal and external payments
• Collection of fees and active chasing of any debtor positions
• Collation and review of financial data relevant to the entity
• Ongoing review of appropriateness of appointed third parties, such as investment and financial advisers.
• Liaison with our respective departments regarding accounting and taxation issues
• Liaison with clients and intermediaries both by telephone and in writing
• Assist more junior staff with queries/problems being encountered and assist in the resolution thereof
• Adhere to scheme rules, policies and procedures and the relevant legislation
• Pro-actively raise issues to line manager
• Comply with compliance and risk procedures
• Provision of high quality and timely client service

Minimum education and experience

• Ideally educated to ‘A’ Level standard, or beyond

Required skills

• Ability to multitask and respond quickly to client/intermediary requests
• Excellent communication skills
• Excellent attention to detail
• Good numeracy and computer skills
• A positive ‘can do’ attitude
• Previous experience of managing own portfolio of clients
• Good team player
• Ability to work to deadlines with the minimum of supervision

Additional Information

In addition, all our team members are expected to be committed to our core values:

• We inspire
• We listen
• We trust
• We succeed together

What is in it for you:

• An attractive and competitive salary
• Entry into our competitive pension scheme
• Private Healthcare
• Collaborative working spaces for all our colleagues working in the office.
• Fresh Fruit each week to help keep your healthy throughout the year
• Various colleague working parties that you can join. A great place to connect with colleagues, get peer to peer support, share resources and join insightful discussions with other like-minded professionals.
• We encourage out colleagues to put our values into action by volunteering for a charity or community organisation.
• A generous annual leave allowance with the option to buy extra days.

To apply

We encourage you to apply well in advance of the deadline and if you are successful, we will meet with you as soon as possible

Our Commitment to Diversity

We want you to bring your full self to work and maximise your potential. Praxis Group is a place where everyone can thrive, whatever their gender, ethnicity, disability, sexual orientation, and socio-economic background.