This role will require applicants to build and maintain relationships with Investment Managers as well as other parties, ensuring compliance with internal policies, procedures and regulatory frameworks.
Meraki Talent are recruiting a Client Services Executive for a leading Investment Management firm in the heart of Bristol.
Working as part of an established team, you will be responsible for being the first point of contact for client enquiries, providing a first class client service.
Ideal candidates will have experience with fund structures and partnership documents, working within an international or leading regional firm, and handling transactions for both lenders and sponsors/borrowers.
We seek a Managing Associate or Of Counsel with 6 years PQE, specializing in funds finance, including capital call, hybrid, general partner, management fee, co-invest, and NAV/asset-backed facilities.
Why Join
Global presence with offices in Asia, Europe, and the Middle East.
This will be a hands on and busy position providing support to the overall Financial Planning division.
Mbf are working with a national financial planning organisation in the heart of Bristol to recruit a Financial Services Administrator.
Our client has offices across the UK and a particularly strong presence in Bristol, this is a fantastic opportunity to join a friendly & professional practice at an exciting stage of growth.
Working in a busy team it will be your responsibility to administer a range of mainly DB schemes with growing exposure to DC ensuring that all client and member enquiries are dealt with in a timely, professional and efficient fashion.
Being an experienced administrator you will also be expected to assist less experienced team members checking their calculations and ensuring their on-going learning and development.
An excellent opportunity has arisen with a highly respected Pension consultancy for several experienced Pensions Administrators to join their growing team.
Mbf are working with one of our very best clients to recruit a Financial Services Administrator.
Our client is an award winning and fully independent Financial Planning organisation.
Are you an ambitious & motivated individual who is looking to join a market leading financial services business where you can have a long term & successful career?
We are delighted to represent this independently owned Chartered firm of Financial Planners who are seeking an Administrator to join their busy team.
Working in collaboration with Financial Planners, Paraplanners and other colleagues, you will maintain and manage client records, process life, pension and investment new business, answer and deal with telephone enquiries, prepare valuations and other letters, all the while promoting the company's services in a professional and compliant manner.
Key Responsibilities
Prepare application forms and paperwork for clients to complete.
Carry out pension administration tasks and calculations accurately and in accordance with internal processes and company policies, adhering to procedures and standards regarding work and conduct.
Do you have Pensions administration experience
Are you looking for progression and a long-term career?