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Posted 8 months ago

  • Sector: Funds
  • Job Ref: 40400

A great opportunity to gain experience working within the private equity team in an established financial services provider on a 3 month contract.

Within this role, you will ensure client records are clearly and accurately updated with all correspondence, communicate openly and honestly with clients on a regular basis and establish good relationships with both clients and your team.

This company prides themselves on their friendly and encouraging culture that supports you to develop yourself and become confident of your future.

Responsibilities will include:

  • Collaborating with your team to manage your client’s portfolio 

  • Assisting with board meeting minutes, resolutions and payments 

  • Ensuring client records are accurately updated 

  • Proactively liaising with clients  

  • Accurately recording time spent dealing with client matters 

Experience and skills required:

  • Strong academic background 

  • Ideally studying towards a relevant professional qualification 

  • Proactive and forward thinking approach to tasks 

  • Ability to deal with tasks independently and using own initiative 

​​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.