Job Title: Investor Relations Officer
Location: Birmingham, permanent Mon-Fri (hybrid - 3 days in, 2 from home)
Salary: Very competitive, depending on experience
Our client is a leading property finance lender. As they continue to grow and evolve, they are looking for a highly motivated, adaptable, and detail-oriented Investor Relations Officer to join their team during this exciting period of change.
This role is fast-paced and dynamic, requiring exceptional multitasking abilities, problem-solving skills, and a strong client-focused approach. You will be handling multiple priorities at once, from engaging with high-net-worth investors to troubleshooting platform issues and ensuring seamless investment processes.
This is an excellent opportunity for someone eager to gain hands-on experience in financial services, investor relations, and fintech. You will develop a deep understanding of investment products, interact with senior stakeholders, and play a critical role in ensuring investor confidence in our platform.
Responsibilities:
Act as the primary contact for investors, responding to queries via phone and email within agreed timeframes
Provide clear and informed responses to investor queries regarding investment products, policies, and procedures
Assist investors with navigating the client's platform and website, guiding them through account registrations, investment processes, and troubleshooting access issues to ensure a seamless user experience
Manage and resolve investor complaints professionally and efficiently, ensuring issues are investigated, addressed promptly, and resolved in line with company policies and FCA regulatory requirements. Maintain a focus on continuous improvement, identifying patterns in complaints and working with internal teams to enhance the investor experience
Efficiently use and troubleshoot multiple internal and external systems, including Goji, Brevo, Office 365, Confluence, and other internal investment platforms, to manage investor interactions, track queries, and maintain accurate records
Work with senior management, finance, and property teams to gather and relay key investor information, ensuring accurate and timely updates
Ensure all investor interactions are recorded in line with FCA regulations, maintaining accurate records and adhering to data protection requirements
Identify opportunities to enhance investor relations procedures, contributing to a best-in-class investor experience
Stay updated on financial products, regulations, and internal systems through ongoing trainingSkills and qualifications:
Strong telephone manner and professional email etiquette, with the ability to build relationships and instil confidence in investors
Experience handling customer or client inquiries, particularly within financial services or high-value investments
Proficient in navigating and troubleshooting multiple investor and operational systems and internal investment platforms
Capable of managing multiple complex investor requests, complaints and issues with a calm, solution-oriented approach
Strong attention to detail, ensuring investor queries, records, and compliance requirements are handled with precision
Understanding of investment concepts, financial products, or a willingness to learn quickly.Desirable:
Experience within a financial services, fintech, or regulated investment environment
Knowledge of compliance and FCA regulations relating to investor relations
Previous experience using CRM and investor management platformsBenefits:
Pension matching to 5%
25 days leave (use 3 or 4 days for Xmas closing) - rises to 27 days after 2 years service
Electric car scheme
Cycle to work scheme
Buy up to 5 additional days leave
Share options scheme
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