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Posted about 2 months ago

  • Sector: Funds
  • Job Ref: 39370

This is 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.

In this role you will deliver a first-class administrative service to a varied portfolio of corporate clients alongside leaders in the industry who bring together a varied mix of skills and expertise, whilst building strong client relationships.

Responsibilities will include:

  • Liaising with clients on day to day matters 

  • Maintaining statutory books for own portfolio 

  • Reviewing payment instructions prepared by junior staff 

  • Regularly communicating with clients 

  • Scheduling and attending client meetings

Experience and skills required:

  • Minimum 4 years relevant industry administration experience, including 3 years’ experience running own portfolio  

  • Hold a relevant Table 5 qualification and is willing to study towards diploma level 

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

  • Excellent time management skills and able to manage multiple deadlines 

  • Proactive and disciplined approach to work 

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.