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Posted 2 months ago

A senior level opportunity for an ambitious professional who is looking to be part of and support an established firm with a consistent reputation grounded in exceptional service.

As Associate Funds Director, you will be responsible for the management of a group of real estate and private equity funds. You will also report to the Board and oversee the team, including relationship managers, whilst actively contributing to the strategic direction of the company and clients.

This is an excellent career opportunity for a motivated individual with previous trust or funds experience, where no two days will be the same. This company is proud of its supportive work environment which promotes a positive work life balance and also provides a wide range of benefits.

Responsibilities will include:

  • Reporting to both the Partner/Director and relevant Board and providing reports

  • Managing a portfolio of clients and overseeing the operations of a team

  • Communicating with investment advisors and managers on investment performance, strategy and compliance matters 

  • Building strong working relationships with clients and managing internal/external projects  

  • Monitoring financial performance 

Experience and skills required:

  • Minimum 10 years experience within a trust or funds environment 

  • Hold a relevant professional qualification e.g. ICSA/ACCA/ICAEW or equivalent 

  • Good knowledge and understanding of relevant general UK and US tax principles and legislation

  • Excellent interpersonal and communication skills 

  • A high level of tact, diplomacy and confidentiality 

If you’d like to find out more information about this opportunity, please call Sophie Morris on 01534 626713 or email

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