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Posted over 1 year ago

A boutique fund administration company is seeking a driven individual who is technically minded and keen to make a real difference, to join their dedicated and professional funds team.

Working closely with the Head of Funds and Directors, you will service the needs of a portfolio of private equity and real estate clients, working on a broad range of matters including administration, management and company secretarial services.

This company is proud of their leadership focused culture which fosters a dedicated, approachable and collaborative way of working and has an extremely low staff turnover rate.

Responsibilities will include:

  • Overseeing a client focused team carrying out the day to day administration of real estate and private equity funds, delegating tasks via the Manager

  • Support billing and cash collection

  • Acting as an authorised signatory

  • Reviewing deliverables to clients and submitting recommendations for improving profitability

  • Providing advice and guidance to employees across the business and supporting Managers with escalated matters where required

  • Leading the recruitment process, reviewing CVs and conducting interviews where applicable

  • Overseeing take on and set up of new clients

Experience and skills required:

  • Ideally you will have completed the ICSA Diploma or equivalent, or willing to study for a relevant professional qualification

  • Ability to write reports, procedure manuals and performance measurement reports at asset and fund level

  • Demonstrable experience in a senior position within real estate or private equity and/or trust and company experience

  • Good understanding of cash management processes and systems

  • Strong organisational and time management skills are essential

  • Ability to coach and mentor a team

If you’d like to find out more information about this opportunity, please call Sue Pallot on 01534 626711 or email

We are an equal opportunity employer and value diversity at all times.