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Posted about 1 month ago

Join a forward-thinking and independent provider of financial services and promote a superior client experience, by providing an efficient multi-jurisdictional service whilst on-boarding new clients/investors.

This is a unique opportunity for an individual with proven finance industry experience, specifically with private equity and real estate fund structures, to join a fast-paced environment where people are valued and listened to, and hard work is rewarded.

Responsibilities will include:

  • Overseeing the day to day planning and delivery of new client and investor onboarding or transitions, across multiple jurisdictions 

  • Acting as project lead for the delivery of a variety of client transition initiatives 

  • Identifying opportunities to improve client service 

  • Acting as a point of escalation for more complex queries regarding the onboarding process

  • Providing management information for new client/investor onboarding statistics

  • Assisting with the set up and approval of new workflows within core systems. 

Experience and skills required:

  • At least 5-8 years’ financial services experience, including extensive knowledge of real estate and private equity fund structures 

  • Hold a recognised professional qualification

  • Good understanding of currently industry AML/CFT handbook legislation, regulations and operating practices and also good knowledge of GDPR practices

  • Strong commitment to client delivery excellence

  • Previous experience in a project/change role would be an advantage, but is not essential  

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

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