We're one of the UK's leading investment management companies, with responsibility for over £40 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.
Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future.
Right now we're a team of over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.
Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!
The role is in the Fees team is based in the Liverpool Office. The Fees team is responsible for the charging of management fees for the whole of Investec Wealth & Investment, ensuring clients are set up correctly for fees & charging purposes. The Fees team currently comprises three people and is looking to expand to ensure the team is capable of supporting the business with its strategic objectives and control requirements.
The role will require significant interaction with the Leeds based Management Accounts team, the Liverpool based Settlements Functions and the Investment Managers spread throughout the offices.
Description of role and key responsibilities
Core skills and knowledge
Other attributes that would be helpful but not essential for the role