Franklin Templeton
Edinburgh, Midlothian
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients' success. About The Department The Middle Office Client Services PM & Trading Services team serves as a strategic operational partner to Franklin Templeton's Portfolio Management and Trading functions, providing end-to-end support for trading activities, new product launches, market onboarding, and complex investment operations. Working closely with front-office, risk, compliance, technology, and external counterparties, the team helps drive operational efficiency, mitigate risk, and deliver seamless support across global markets and asset classes. How You Will Add Value Core Responsibilities You will serve as a trusted operational partner to Portfolio Managers and Traders. You will provide expert support across trading activities, market onboarding, and investment operations. You will act as the primary contact for complex product, market, and technology- related queries. You will lead cross-functional initiatives that enhance front-office support and client outcomes. You will coordinate with business, operations, technology, and external partners to resolve issues. You will represent Middle Office Client Services on strategic projects, technical forums, and industry initiatives. You will support the development and launch of new products, markets, and investment capabilities. What Will Help You Be Successful In This Role Education and Experience 8-12 years of experience in Global Trade Support, investment operations, or front- office support functions. Experience within asset management, mutual funds, investment banking, or related financial services environments. Proven ability to lead complex issue resolution across operations, technology, and business teams. Advanced knowledge of securities products, market structures, trade lifecycle processes, and settlements. Advanced relationship management experience with custodian banks, counterparties, and key stakeholders. Strong leadership, communication, and interpersonal skills, with the ability to influence cross-functional teams. MBA, Claritas, CISI Investment Administration Qualification, SOTC, or similar industry qualifications are advantageous. Six Sigma Green Belt, local securities qualifications, or comparable process improvement experience preferred. Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. As part of our commitment to fostering a diverse and inclusive work environment, we welcome applicants with flexible working arrangements in their current roles or those seeking a flexible working pattern. We encourage you to communicate any preferences for flexible working so that we can consider this during our hiring process. Additionally, returners - individuals who have taken a break from work - are also encouraged to explore our job opportunities. As a registered UK Disability Confident Committed Employer, we encourage you to disclose if you consider yourself to have a disability as part of your application. This information enables us to provide the necessary support and leverage your unique talents effectively.
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients' success. About The Department The Middle Office Client Services PM & Trading Services team serves as a strategic operational partner to Franklin Templeton's Portfolio Management and Trading functions, providing end-to-end support for trading activities, new product launches, market onboarding, and complex investment operations. Working closely with front-office, risk, compliance, technology, and external counterparties, the team helps drive operational efficiency, mitigate risk, and deliver seamless support across global markets and asset classes. How You Will Add Value Core Responsibilities You will serve as a trusted operational partner to Portfolio Managers and Traders. You will provide expert support across trading activities, market onboarding, and investment operations. You will act as the primary contact for complex product, market, and technology- related queries. You will lead cross-functional initiatives that enhance front-office support and client outcomes. You will coordinate with business, operations, technology, and external partners to resolve issues. You will represent Middle Office Client Services on strategic projects, technical forums, and industry initiatives. You will support the development and launch of new products, markets, and investment capabilities. What Will Help You Be Successful In This Role Education and Experience 8-12 years of experience in Global Trade Support, investment operations, or front- office support functions. Experience within asset management, mutual funds, investment banking, or related financial services environments. Proven ability to lead complex issue resolution across operations, technology, and business teams. Advanced knowledge of securities products, market structures, trade lifecycle processes, and settlements. Advanced relationship management experience with custodian banks, counterparties, and key stakeholders. Strong leadership, communication, and interpersonal skills, with the ability to influence cross-functional teams. MBA, Claritas, CISI Investment Administration Qualification, SOTC, or similar industry qualifications are advantageous. Six Sigma Green Belt, local securities qualifications, or comparable process improvement experience preferred. Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. As part of our commitment to fostering a diverse and inclusive work environment, we welcome applicants with flexible working arrangements in their current roles or those seeking a flexible working pattern. We encourage you to communicate any preferences for flexible working so that we can consider this during our hiring process. Additionally, returners - individuals who have taken a break from work - are also encouraged to explore our job opportunities. As a registered UK Disability Confident Committed Employer, we encourage you to disclose if you consider yourself to have a disability as part of your application. This information enables us to provide the necessary support and leverage your unique talents effectively.
Franklin Templeton
Edinburgh, Midlothian
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients' success. Institutional Client Service EMEA supports institutional investors across Europe, the Middle East and Africa through ongoing servicing and relationship support. The team partners closely with Sales, Investment and Operational teams to deliver an exceptional client experience. This role is responsible for delivering high-quality day-to-day service, building trusted client relationships and ensuring client needs are understood and addressed effectively. Joining the team offers exposure to international clients, investment products and cross-functional collaboration, providing a strong foundation for developing a career within asset management and client services. How You Will Add Value Provide servicing support to Institutional Client Account Managers and institutional clients across EMEA. Coordinate routine client enquiries, requests and lower-complexity client events. Support the Institutional Client Account Managers with onboarding for new mandates and client transitions. Maintain accurate client records and audit trails. Provide support coordinating client meetings, materials and follow-up actions. Support invoicing, reporting and contractual processes. Prepare service metrics and performance dashboards. Assist with requests for proposals and due diligence activities. Collaborate with colleagues across business and support functions. Contribute to process improvements and team projects. Support regulatory, audit and business continuity activities. Progressively take ownership of the day-to-day servicing of an assigned portfolio Experience, Education & Certifications Experience in areas such as client service, onboarding, operations, project coordination within Financial Services Exposure to client-facing, analytical or team-based environments. Interest in financial services and institutional investing. Asset management experience is advantageous but not essential. Willingness to travel when required. Technical Skills Strong Microsoft Office skills, including Excel, PowerPoint and Outlook. Experience using Customer Relationship Management systems. Familiarity with Artificial Intelligence-enabled tools. Additional European language, particularly German or Italian, would be advantageous. Soft Skills Excellent organisation and attention to detail. Strong written and verbal communication skills. Ability to manage data accurately. Sound judgement and a proactive mindset. Collaborative and relationship-focused approach. Confidence to take ownership and elevate issues when needed. Curiosity and willingness to learn. Work Schedule & Location Hybrid working model, with 4 days per week in the office. Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. As part of our commitment to fostering a diverse and inclusive work environment, we welcome applicants with flexible working arrangements in their current roles or those seeking a flexible working pattern. We encourage you to communicate any preferences for flexible working so that we can consider this during our hiring process. Additionally, returners - individuals who have taken a break from work - are also encouraged to explore our job opportunities. As a registered UK Disability Confident Committed Employer, we encourage you to disclose if you consider yourself to have a disability as part of your application. This information enables us to provide the necessary support and leverage your unique talents effectively.
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients' success. Institutional Client Service EMEA supports institutional investors across Europe, the Middle East and Africa through ongoing servicing and relationship support. The team partners closely with Sales, Investment and Operational teams to deliver an exceptional client experience. This role is responsible for delivering high-quality day-to-day service, building trusted client relationships and ensuring client needs are understood and addressed effectively. Joining the team offers exposure to international clients, investment products and cross-functional collaboration, providing a strong foundation for developing a career within asset management and client services. How You Will Add Value Provide servicing support to Institutional Client Account Managers and institutional clients across EMEA. Coordinate routine client enquiries, requests and lower-complexity client events. Support the Institutional Client Account Managers with onboarding for new mandates and client transitions. Maintain accurate client records and audit trails. Provide support coordinating client meetings, materials and follow-up actions. Support invoicing, reporting and contractual processes. Prepare service metrics and performance dashboards. Assist with requests for proposals and due diligence activities. Collaborate with colleagues across business and support functions. Contribute to process improvements and team projects. Support regulatory, audit and business continuity activities. Progressively take ownership of the day-to-day servicing of an assigned portfolio Experience, Education & Certifications Experience in areas such as client service, onboarding, operations, project coordination within Financial Services Exposure to client-facing, analytical or team-based environments. Interest in financial services and institutional investing. Asset management experience is advantageous but not essential. Willingness to travel when required. Technical Skills Strong Microsoft Office skills, including Excel, PowerPoint and Outlook. Experience using Customer Relationship Management systems. Familiarity with Artificial Intelligence-enabled tools. Additional European language, particularly German or Italian, would be advantageous. Soft Skills Excellent organisation and attention to detail. Strong written and verbal communication skills. Ability to manage data accurately. Sound judgement and a proactive mindset. Collaborative and relationship-focused approach. Confidence to take ownership and elevate issues when needed. Curiosity and willingness to learn. Work Schedule & Location Hybrid working model, with 4 days per week in the office. Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. As part of our commitment to fostering a diverse and inclusive work environment, we welcome applicants with flexible working arrangements in their current roles or those seeking a flexible working pattern. We encourage you to communicate any preferences for flexible working so that we can consider this during our hiring process. Additionally, returners - individuals who have taken a break from work - are also encouraged to explore our job opportunities. As a registered UK Disability Confident Committed Employer, we encourage you to disclose if you consider yourself to have a disability as part of your application. This information enables us to provide the necessary support and leverage your unique talents effectively.