Optimus Fiduciaries Limited’s Client Administrator, Richard Parkinson has successfully passed his final exams with distinction resulting in him now being STEP qualified.
“It is a great feeling to finally receive this qualification after two years of hard word” said Richard, “This will help with my career development at Optimus and will benefit my portfolio of clients though my increased Trust knowledge”.
Richard has achieved the full qualification after successfully passing a series of exams to demonstrate a high level of knowledge and practical experience in the areas of trust and estate planning.
“This is a fantastic achievement by Richard and something he thoroughly deserves” said Gill Titley, Senior Manager in Optimus “We have a number of staff working towards various industry standard qualifications. We see them as a key component to our staff’s development which will assist them within their career path and also provide our clients with qualified administrators to run and manage their wealth”
Optimus offer personalised offshore fiduciary services which include a range of corporate, trust and pension solutions. Optimus employing over 50 staff, are head quartered in the Isle of Man as well as activity in Malta through a strategic partnership.
Whether you are an international firm or located on the Isle of Man we will be able to assist you.Mark Schofield, Director
Flexibility is key. We put your requirements first, then deliver outstanding service in everything we doKerry Jones, Senior Manager
In all my years of working with Optimus, they have always conducted themselves in a highly professional and timely manner whilst providing an excellent service to their clientsIndustry Professional, Director
Should you wish to make an enquiry please get in touch by using the contact form or by calling our office on +44 1624 695560