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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

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