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Posted 9 months ago

  • Sector: Funds
  • Job Ref: 40819

An exciting opportunity to join the fund services department in a leading multi-jurisdictional financial services provider, offering an inclusive and friendly culture where you will enjoy a productive, rewarding and progressive career.

The fund services team have a well-established track-record of working closely with clients and delivering high quality, tailored solutions. In this role you will be responsible for delivering a first-class administrative service and maintaining and enhancing client relationships in your own varied portfolio.

Responsibilities will include:

  • Administering a varied portfolio of clients and actively liaising with clients on day to day matters 

  • Maintaining regulatory documentation and statutory books 

  • Supervising and coaching more junior team members, including reviewing payment instructions

  • Preparing board packs and attending client meetings

  • Assisting with periodic reviews and preparing checklists

Experience and skills required:

  • Minimum 4 years’ funds experience, including previous experience running own portfolio 

  • Hold or willing to study towards a relevant professional qualification

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

  • An understanding of basic client financial statements   

  • Excellent time management skills 

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.