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Posted 8 months ago

  • Sector: Funds
  • Job Ref: 39337

A rewarding career opportunity for a proactive and forward thinking individual to join a leading financial services organisation, where you will collaborate with a highly professional private equity team and achieve a first-class service to clients.

Working within an international business environment and managing a varied portfolio of private equity clients, you will have many opportunities to work with different clients and colleagues, making every day different.

You'll be encouraged to enhance and build on your own knowledge and skills and network with other professionals, having access to a wide range of learning and development opportunities where you will be empowered to take control of your own journey for your personal and professional development.

Responsibilities will include:

  • Collaborating with your team to manage your client's portfolio and offering advice from our internal processes

  • Proactively taking on additional responsibilities and administration tasks as required by your clients and/or Manager

  • Becoming an expert in technical matters relating to funds, including any regulatory requirements that are applicable to your clients

  • Ensuring client records are clearly updated with all correspondence/information, communicating openly and honestly with clients on a regular basis

  • Providing support in the opening of bank accounts

Experience and skills required:

  • Strong academic background and relevant professional qualification

  • Experience in a similar role

  • Ability to deal with tasks independently and use own initiative

  • Committed and driven to achieving excellence

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.