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Posted 26 days ago

  • Sector: Funds
  • Job Ref: 40042

Enjoy a rewarding and progressive career in this client facing role within an independent, forward-thinking business, which fosters an inclusive and enjoyable professional life for its employees.

In this role, you will be expected to have a strong commitment to client service excellence, administering a varied portfolio of clients to deliver a 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

  • Preparing regulatory documentation and statutory books

  • Supervising and coaching more junior members of staff

  • Reviewing payment instructions prepared by more junior staff

  • Scheduling client meetings and producing board reports and minutes

  • Assisting with the take-on and risk assessment of clients

Experience and skills required:

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

  • Minimum 4 years’ relevant industry experience with at least 3 years’ experience in running own portfolio

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

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

  • Ability to delegate and manage multiple deadlines

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk

We are an equal opportunity employer and value diversity at all times.