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Posted 8 months ago

  • Sector: Funds
  • Job Ref: 40390

An exciting opportunity to join a growing and expanding family-owned business, which provides dedicated fund administration and financial services.

Joining the fund administration and company secretarial function within the office, you will have the chance to work with a small team of dedicated professionals.

You will also contribute to the provision of a quality service and play a role in the ongoing growth and development of the office.

Responsibilities will include:

  • Reviewing and preparing basic legal documentation for execution by Directors 

  • Ensuring timely and efficient record keeping across all fund structures  

  • Organising board and shareholder meetings, drafting agendas and preparing board packs 

  • Assisting with the collation of ‘Know Your Client’ information  

  • Maintaining statutory records 

Experience and skills required:

  • Previous funds, legal or company secretarial experience 

  • Hold a relevant professional qualification 

  • Compliance and regulatory experience would be an advantage 

  • Proactive and enthusiastic approach to tasks  

  • Excellent time management skills and ability to work to deadlines 

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.