About The Position

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 international clients across all asset classes.

Requirements

  • Educated to ‘A’ Level standard, or equivalent
  • A minimum of 5 years’ relevant experience during which own portfolio of clients has been managed
  • Strong understanding of Trusts
  • An understanding of different assets classes and the risk associated with them
  • Good problem-solving skills
  • A strong team player
  • Ability to work to deadlines with minimum supervision

Nice To Haves

  • Experience of different types of pension plans would be an advantage

Responsibilities

  • Check the client profiles to ensure the clients are categorised correctly for later legal review
  • Review the documents within the data room to ensure the correct documentation is sent to the Lawyers preparing the Deeds of Retirement and Appointment for each entity.
  • Locate any missing documentation and add it to the data room
  • Remove any unnecessary documents
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service