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Posted 16 days ago

  • Sector: Funds
  • Job Ref: 40554

Join a leading financial services provider renowned for demonstrating an inclusive and friendly culture, where individuals feel valued and hard work is recognised and rewarded.

Enjoy this rewarding and progressive career in a client facing role within a specialist real estate team, where you will be encouraged to reach your full potential.

In this role, you will be expected to have a strong commitment to client service excellence, administering a varied portfolio of clients and maintaining and enhancing client relationships.

Responsibilities will include:

  • Liaising with clients on day-to-day matters

  • Assisting more senior members of staff with their client portfolio

  • Maintaining the statutory books for your own portfolio and preparing regulatory documentation

  • Preparing payment instructions

  • Attending client meetings and circulating board minutes

Experience and skills required:

  • Minimum 2 years’ relevant industry experience

  • Currently studying towards a relevant professional qualification at certificate level and willing to further study towards diploma level

  • Proactive and disciplined approach to work

  • Clear telephone manner 

  • Ability to work well within a team and independently using own initiative

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk

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