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Posted 4 months ago

  • Sector: Funds
  • Job Ref: 39812

Reach your potential in an entrepreneurial fiduciary group, which offers a unique environment where employees can reach their full potential, promoting work life balance, diversity and inclusion, alongside a comprehensive benefits package.

Joining the thriving funds team, you will assist the Manager and Directors of the funds business with the administration of a varied portfolio of clients and coordination of all aspects of the services offered by the company.

Responsibilities will include:

  • Managing client needs and expectations, ensuring a pro-active service is provided at all times 

  • Participating in client meetings

  • Coordinating Director and Shareholder meetings, including preparing board packs and recording meeting minutes 

  • Managing investment acquisitions and disposals 

  • Undertaking client periodic reviews and advising on CDD requirements for investors and clients

Experience and skills required:

  • Minimum 3 years’ fund administration experience, or minimum 5 years’ relevant financial services experience

  • Educated to at least A level standard or equivalent

  • Previous minute writing experience 

  • Either hold or willing to study towards a relevant professional qualification 

  • Strong time management and organisational 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.