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Posted about 1 month ago

  • Sector: Funds
  • Job Ref: 39469

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 recognised and rewarded.

Joining a real estate fund services team which has a well-established track-record of working closely with clients and delivering tailored solutions, you will be expected to have a strong commitment to client service excellence to ensure a comprehensive first-class service is delivered, whilst supervising and developing junior team members.

Responsibilities will include:

  • Liaising with clients on day-to-day matters

  • Reviewing payment instructions for own clients prepared by more junior members of staff

  • Scheduling and attending client meetings

  • Supervising more junior members of staff

  • Conducting client reviews

Experience and skills required:

  • Minimum 4 years’ relevant industry administration experience with at least 3 years’ experience in running your own portfolio

  • Good knowledge and understanding of current local finance industry legislation, regulatory requirements and working practices

  • Understanding of basic client financial statements

  • Table 5 qualification and willing to undergo further studies to Diploma level

  • Team player

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.