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Posted 8 months ago

  • Sector: Funds
  • Job Ref: 38937

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

In this role you will be expected to have a strong commitment to client service excellence, administering a varied portfolio of clients to deliver comprehensive first-class service, maintaining and enhancing client relationships whilst supervising and developing junior team members.

Responsibilities will include:

  • Liaising with clients on day-to-day matters

  • Maintenance of statutory books for own portfolio

  • Delegating payment instructions for own clients to more junior staff

  • Scheduling and attending client meetings

  • Supervising more junior members of staff

Experience and skills required:

  • 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

  • Experience of developing and coaching others on a one to one basis

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.