Marlborough is a rapidly growing investment group that manages more than £11 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, 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 170 people.  Marlborough’s success has been built on leading the way in knowledge of the investment industry, service quality, product understanding and added value for our investors.

As we continue with our ambitious growth plans, we are looking for talented people 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

We are happy to consider applications from candidates looking for full or part time work.

To be the first point of contact of the Company to all clients, taking ownership of all queries received via telephone, email and post, adhering to Service Level Agreements and ensuring all relevant internal procedures and FCA requirements are followed.

The role involves accurately answering a wide range of query types from private clients, institutional clients and agents, whilst managing & minimising risks and demonstrating accountability. The role also involves the preparation and dispatch of client documentation and reports.

It is essential that the incumbent has a thirst for knowledge and a genuine interest in financial services and fund administration.

Key Responsibilities

• Ensure all queries are answered correctly & promptly, in line with agreed Service Level Agreements (SLAs)
• Ensure that personal development activities are prioritised and acted upon so that clients are provided with the highest possible levels of service
• Client registration administration, including updating in house database system to ensure client data integrity
• Generating and distributing client statements & documentation
• Providing weekly/monthly reports to associated companies and brokers
• Providing platforms with monthly valuation reports
• To be proficient in using our Document Management System
• Obtaining client information relating to complaints
• Carrying out overflow administration for various departments
• General office duties; scanning, filing, typing, faxing, e-mail

Secondary Responsibilities

• Research for projects as and when required
• Completing any relevant training to a high standard in good time
• Carrying out other appropriate duties as requested, this description is not exhaustive

Essential Skills

• Ability to learn multiple tasks simultaneously
• Client centric mindset
• Good numeric skills
• Good attention to detail
• Accurate data inputting skills
• Excellent written and verbal communication skills
• Ability to problem solve and deal with complex queries
• Ability to prioritise & work to strict deadlines
• PC literacy and internet skills
• Professional telephone manner
• Must be able to multi-task

Beneficial Skills

• Excellent working knowledge of Microsoft Excel and Word

Essential Qualifications

• 5 GCSE’s Grade A-C (must include Mathematics and English)
• IOC (Investment Operations Certificate) qualification or a willingness to work towards this supported by the company within your 1st 2 years of service.

Personal Qualities

• A thirst for knowledge and a drive for personal development.
• A genuine interest in financial services
• Ability to function as part of a team
• Strong work ethic and integrity
• Confident manner both written and verbally
• Ability to work under pressure
• Positive attitude
• Ability to be flexible and learn quickly
• Friendly and approachable
• Ability to make a positive contribution to both the team and the Company

Benefits:-

• Competitive salary of £17,000 - £18000 with annual salary reviews
• 25 days annual leave plus statutory bank holidays
• 9% non-contributory pension
• Annual discretionary bonus scheme
• Private Healthcare Scheme
• Death in Service at 5 x annual salary
• 35 hour working week
• Training for IOC and other relevant qualifications
• Exam completion bonus £500 (IOC)
• Study leave
• Cycle 2 work scheme
• Eye test reimbursement
• Additional 0.5 days discretionary Christmas leave and your birthday off
• Christmas party and paid for social events during the year
• 13 weeks fully paid maternity leave
• 2 weeks fully paid paternity leave
• Perkbox membership - access to more than a hundred rewards, ranging from free food in major UK restaurants, to movie tickets, to phone insurance and more.