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Posted 10 months 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

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