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Posted 3 months ago

An interesting and varied career opportunity with a professional services finance company for an ambitious individual who thrives on new challenges, and wants to make a difference to an organisation.

This is a hybrid role which encompasses both the product and client services areas of the business, providing the opportunity to oversee both the investment management processes and delivery of investment solutions to clients.

If you have the talent and ambition, then this company can provide you with both a totally unique opportunity, and also the encouragement and support to drive your development throughout your career.

Responsibilities will include:

  • Actively contributing at investment committee meetings, considering portfolio performances and market outlook reports 

  • Overseeing and monitoring the implementation of any investment decisions, including any significant re-balancing or portfolio strategies 

  • Building and maintaining strong relationships with clients, reporting back on investment portfolio performance and identifying opportunities for cross-selling 

  • Overseeing day to day investment administration tasks and investment monitoring programme 

  • Liaising with internal departments on issues related to the performance of client funds, and monitoring information requests 

Experience and skills required:

  • Minimum 5 years’ industry experience in investments, custody, fund valuations or wealth administration  

  • Previous experience in a client facing role 

  • Either hold or willing to study towards a relevant professional qualification such as CISI (Chartered Institute of Securities and Investment) or similar 

  • Confident communicator and ability to build strong working relationships 

  • Ability to multi-task and delegate when appropriate 

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.