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Posted 27 days ago

  • Sector: Funds
  • Job Ref: 40036

Reach your full potential and enjoy a rewarding and progressive career in this client facing role within a leading, multi-jurisdictional financial services provider, which fosters an environment where people are valued and listened to and hard work is rewarded.

In this role, you will be expected to have a strong commitment to client service excellence, administer a varied portfolio of clients and maintain and enhance 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, ideally administering corporate clients

  • Either currently or willing to study towards a relevant professional qualification such as ICSA or STEP

  • Proactive and disciplined approach to work

  • Team player

  • Demonstrates drive

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.