The Role Asset Management IFA Client Services/ Client Administrator/ Retail Client Operations – Surrey based (1-year’s Operations experience) Martis Search are representing a Surrey based Asset Management company to hire a permanent “Asset Management IFA Client Services/ Client Administrator/ Retail Client Operations.” In-our-opinion, they are one of the best boutique Asset Managers to work for in the UK. In essence you will be fully responsible for the end-to-end Client Operations support process. For example, the majority of their external clients for this side of this business are “Independent Financial Advisors”(IFA’s) and Retail clients, both sets of clients are all based in the UK (with an 80:20 % split heavily in favour of IFA clients). The IFA’s will bring in and introduce their book of Retail clients to the company’s Investment platform and the team are now supporting a brand new asset class called MPS (Managed Portfolio Services). So, the person will have daily contact on the phone, email etc with the IFA’s and Retail Clients. The role is really broad and varied and covers: Processing of new business/ Client Onboarding (and closing of new accounts for reasons such as bereavement, moving to an fund) Transfers In, Transfers Out. Client Services (answering all related queries directly with the clients on the phone, or email, or post for example relating to their investments, Client Onboarding, Client Offboarding, Bereavements, Transfers In, or Transfers Out). Managing external Transfer Agent. Administrative duties - including opening post, allocating work, managing queries. Cash & Stock Reconciliations. Maintenance of client records. Preparation and sending out of welcome letters and packs. Client Money/ CASS processing. Working closely with key internal stakeholders such as Sales/ Relationship Management, Risk, Finance & Compliance. Related Project Management. The successful incumbent will process and administer the firm’s Fund Manager’s business in a timely and accurate manner. They will monitor, oversee and process funds business on their internal/external platforms. The company have a very healthy track-record and $ AUM to match. You must either be from an Asset Management, or Wealth Management background and have a minimum of 2-3 of the tasks responsibilities above and having worked within IFA Wealth Management Operations (with the willingness and aptitude to learn more and take on more responsibilities within the Operations role). The company offer a hybrid mix of working-from-home and also in-the-office, but for the initial first three months you will be expected to go into the office full-time for on-the-job training. This is an amazing opportunity for someone to work for a very successful Asset Management company and the firm is truly invested in career progression (i.e. after a period of time to potentially become an Operations Supervisor, or Manager, or move into another department such as Risk, Compliance, or Sales) and they also offer study support, i.e. IOC, IMC, CFA, or even Excel, VBA, or Python courses. As this role is client facing, you will need to have a genuine “customer focused” approach, be a genuine people person and “go-getter” with good interpersonal skills, in both verbal and written form (i.e. sending out accurate emails and letters every day). In addition, having an aptitude with numbers and Excel is really important. Lastly, you need to take ownership of all queries, both big, or small and be proud and “dedication to excellence” to follow-up every customers query, know when to escalate to management etc. About you: Excellent Communication and Interpersonal skills. Collaborative Team player Ability to prioritise workload and work to tight deadlines. Good problem solving skills Ability to handle difficult situations with tact and diplomacy. Good administrative and personal organisational skills Good numeracy skills Good IT skills / ability to use Microsoft Office and Excel Salary £27,000 k pa - £30,000 k pa (dependent on experience), plus very good benefits.
Note - Knowledge of Russian is a must! Job Summary We are seeking a compassionate, reliable, and organized individual to serve as an Educational Guardian for international students studying in the UK. The Educational Guardian will provide support, care, and guidance to students while ensuring their well-being and academic progress. This role involves acting as a bridge between the student, their parents, and the school, helping students navigate life in the UK and ensuring they have a positive educational experience. Key Responsibilities Student Welfare and Support: Act as the primary point of contact for students, providing emotional and practical support. Complete all required school forms. Monitor the mailbox daily and inform parents of any relevant updates. Coordinate with our team to arrange tutoring and ensure the student has the correct link for lessons. Assist students in purchasing school uniforms and making any necessary purchases online. Ensure students' physical and mental well-being, addressing any issues that may arise. Assist with settling into the UK, including cultural acclimatization, local orientation, and understanding school routines. Communication and Liaison: Maintain regular communication with parents, updating them on their child's academic progress, well-being, and any concerns. Liaise with school staff, including housemasters/mistresses, tutors, and teachers, to monitor students' academic performance and behavior. Attend parent-teacher meetings (online), school events (occasionally), and other relevant appointments on behalf of parents if they are unable to attend. Academic Monitoring: Monitor students' academic progress by keeping in touch with schoolteachers and checking reports, ensuring they are on track with their studies and receiving necessary support. Arrange additional tutoring or academic assistance if required. Emergency and Crisis Management: Be available to respond to emergencies, such as health issues or disciplinary matters, ensuring appropriate action is taken promptly. Coordinate with medical professionals and schools in case of illness or injury, ensuring students receive proper care. Travel and Accommodation Support: Assist with travel arrangements during term breaks ,and if necessary weekends, including booking flights and organizing transport. Help arrange suitable accommodation during holidays, whether it be a homestay, staying with family, or supervised accommodations. Legal and Administrative Support: Assist students with opening bank accounts and obtaining their BRP card. Monitor visa status and ensure all necessary legal requirements, such as visa and immigration status, are up to date. Communicate with relevant team members if visa updates are needed and assist with the process. Assist with administrative tasks, such as registering with a GP and keeping in touch with the medical center when needed. Qualifications and Skills Knowledge of Russian and English is a must. Previous experience working with children or young adults, preferably in an educational or guardianship role. Strong understanding of the UK education system. Excellent communication and interpersonal skills. Ability to handle sensitive situations with discretion and empathy. Highly organized, with the ability to manage multiple responsibilities and prioritize tasks. Availability to travel for emergency reasons is essential. Personal Attributes Compassionate and caring, with a genuine interest in student welfare. Culturally aware and sensitive to the needs of international students. Reliable and trustworthy, with the ability to build strong relationships with students, parents, and school staff. Problem-solving mindset and ability to act calmly in emergencies. Working Conditions Flexible working hours, with the expectation of being available over the phone for emergencies Travel within the UK if required The role may involve some evening and weekend work from home to accommodate students' needs and schedules.