Marlborough is a rapidly growing investment group that manages more than £9.5 billion for over 200,000 clients and employs some of the UK’s most respected fund managers. The group has its headquarters in Bolton and offices in London, Staffordshire, Peterborough, Guernsey and Dublin.
The companies in the group – Marlborough Fund Managers, Marlborough Investment Management, Marlborough International, Investment Fund Services Limited (IFSL) and IFSL International – employ more than 190 people. Marlborough’s success has been built on a reputation for excellence in active fund management, with the group leading the way in industry expertise, service quality, product understanding and added value for our investors.
As we continue with our ambitious growth plans, we are looking for talented financial services professionals who share our values and can help us ensure they remain at the heart of the business. That means putting our investors at the forefront of everything we do and constantly striving for excellence in the service we deliver. In addition to receiving a comprehensive benefits package, successful candidates will join a team who are committed to collaborative working in an environment where personal and professional development are genuinely valued.
Role Purpose
To process register changes & updates in line with Company / team objectives, Service Level Agreements and scheme particulars whilst ensuring adherence to relevant internal procedures and FCA requirements.
The role involves processing registration instructions i.e. all updates to the register from retail and professional investors. Registration updates may be received by telephone, application form, fax or electronically, including email & smart technology solutions.
Key Responsibilities
Whilst previous experience in a similar role is preferred, it is not essential, however this role is best suited to someone with an interest in financial services.
Essential skills
Beneficial Skills:
Qualifications:
Personal qualities:
Benefits: