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Posted about 1 month ago

Lead as part of the senior management team in an independent and forward-thinking financial services provider and play a key role in driving the overall strategy, growth plans and structure of the real estate funds team.

Supporting both the Directors and Managers, you will manage, supervise and develop an administration team to ensure a professional and first-class service is delivered to clients at all times. You will also develop relationships with potential new and existing clients and be a source of specialist knowledge for your team.

This is a great career opportunity to join an organisation which strives to exceed expectations pride themselves on their flexible, collaborative, transparent and reliable approach.

Responsibilities will include:

  • Contributing to internal meetings regarding the overall strategy, structure and growth of the real estate funds team

  • Acting as Relationship Manager for a portfolio of clients and providing independent technical and strategic guidance​

  • ​Monitoring financial performance and comparing against targets and budgets

  • Acting as a Director on client companies and an ‘A’ signatory​

  • Managing team performance, providing feedback and identifying talent​

Experience and skills required:

  • Minimum 12 years’ industry experience ​

  • Hold a relevant professional table 4 qualification​

  • ​Good understanding and knowledge of the local finance industry, legislation and regulatory requirements

  • Excellent understanding of client financial statements ​

  • Previous people management experience ​

If you’d like to find out more information about this opportunity, please call Georgina Moehle on 01534 626762 or email

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