Investor Relations Officer

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 training

Skills 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 platforms

Benefits:

• 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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