Investment Administrator This is a highly reputable and successful organisation based in York that is currently seeking a professional and well presented Administrator to work within their small, yet busy Investments team. The role is varied and encompasses all aspects of case management from start to completion. It includes dealing with daily system updates, upd...
To effectively manage the Unit Linked Valuations team; to produce accurate daily prices for our clients within tight timescales; to maintain investment and accounting records for these funds and to produce monthly/year-end information in accordance with agreed timetables/deadlines.Producing daily information for price calculation and validation Daily checking of cash movements to ensure accurate fund ...
FPSG has an exciting opportunity with a leading Investment Management client. Our client is one of the most highly regarded and revered Wealth Managers in the UK and is looking to expand their team in Devon/Cornwall. It offers unparalleled client service in addition to long term client focus. Your career will flourish what with excellent future prospects and market leading financial...
We have an exciting opportunity to join this prestigious client in a role as an Equities Settlements Analyst on a Temporary contract based in Glasgow City Centre. The successful candidate will play a key part in supporting the operational function, providing support to all clients. Key Duties: Involved in the settlement of Equities, Fixed Income, Structured Products and Bonds across both UK and International market...
-
Date: 14 May
-
Bath, Somerset
-
£20,000 - £25,000 per annum
-
4 applications
Wishlist is assisting an award winning Investment Company with the recruitment of a Client Services Executive to join their expanding team in Bath. This person will play a proactive part in shaping the business and adding real value to the team. Our client is looking for a strong communicator with a professional and organised approach. It's crucial that you demonstrate exceptional interpersonal and influencing skills. You shou...
About Portfolio Services Group Portfolio Services Group (PSG) are responsible for supporting the UK & European Equity Portfolio Managers with the implementation of their portfolios. This includes both segregated equity portfolios and also Fund of Funds. The group acts as a conduit between the Portfolio Manager and other business areas including Equity Trading, Investment Administration and Institutional & Retail ...
Due to continued success, a prestigious global Investment Management firm now has a permanent opening within their impressive Liverpool City Centre office for an experienced Dividends Administrator. You will be joining an established and friendly team who provide a vital function to the business. This is a fantastic time to join a growing firm who offer excellent benefits The Dividends Administrator will be responsi...
Organisation Description Our client, a leading actuarial and pension investment specialist, are looking for an experienced Investment Administrator to join their expanding team. Reporting to the Consultant, this is an excellent opportunity to join a company which encourages professional development and progression. Job Description Duties will include: - Support research pr...
Organisation Description Our client, a leading actuarial and pension investment specialist, are looking for an experienced Investment Administrator to join their expanding team. Reporting to the Consultant, this is an excellent opportunity to join a company which encourages professional development and progression. Job Description Duties will include: - Support research pr...
Job Description My client, is well known respected building Society in the UK , are looking to strengthen its already winning network of professional advisory teams by recruiting top quality financial advisors. Along with the prestige of working for such a highly regarded organisation, advisors within this company are provided with all the tools required to become the next top achiever. The most noticeable...
Large Asset Management firm require a Investment Assistant to provide support to their experienced team of Investment Managers looking after the portfolios of the firms HNW client base. This leading Asset Management firm have been established for over 20 years providing HNW City clients with the very best in bespoke holisitic Financial Planning and Investment Management. The role is to provide investment and administrative supp...
Our client, a well known Insurance Broker with an expanding Financial Services Company, is currently looking for an individual to join their Financial Administration team. The business has an excellent reputation for providing quality service to clients and has excellent relationships with insurers, product providers and professional practices. The successful candidate will be responsible for providing administrative support to...
-
Date: 5 days ago
-
Bristol, Avon
-
£36,000 - £60,000 per annum
-
1 application
Our client is a specialist financial services group which lends money, trades securities and provides advice and investment management solutions to a wide range of clients. They are seeking a professional investment advisor who comes from an IFA or bancassurance environment to provide a first-class financial planning advisory service to existing and prospective clients where you will promote the Company as the premier provider of quality fi...
My client is the UK’s largest independent private client investment management companies, who have a very large client base, significant assets and plenty of opportunities due to growth and expansion. They are currently seeking Employed IFA’S across a number of their offices in the UK to deliver appropriate levels of information and advice at all times to Ultra High net worth clients. You will be responsible to the divisional director...
Our client, one of the UK’s leading firms of Investment Managers, who provide their clients with a bespoke highly personal service, is recruiting an Investment Assistant to join their Bath office. The company benefits from a strong and dedicated Research department who are equipped with the latest technology and analytical systems to assist their overall strategy and equip their Investment Managers with vital recommendations, ensuring they ...
My client is the UK’s largest independent private client investment management companies, who have a very large client base, significant assets and plenty of opportunities due to growth and expansion. They are currently seeking Employed IFA’S across a number of their offices in the UK to deliver appropriate levels of information and advice at all times to Ultra High net worth clients. You will be responsible to the divisional director...
Ref 1020 Investment Operations Analyst c. £34,000 London A highly successful global Investment Advisory business is looking for an Investment Operations Analyst to join their client and advisory service teams. The role will involve working with a cross section of asset classes, from traditional investments to Hedge Funds and private investments for private clients and organisations. Responsibilities will include c...
Exchange Street has been retained by this Private Bank in a period of ongoing growth across the UK. They are currently seeking to recruit an additional individual to one of their investment teams in their prestigious Manchester offices. The role will entail working as part of an investment management team in the provision of a first class discretionary portfolio planning service to HNW individuals, trusts and charities. The team compr...
-
Date: 18 May
-
Bristol, Avon
-
£27,652 - £34,125 per annum
-
2 applications
Organisation Description Senior Analyst / £27.652-£34125 / Bristol This is a great chance for a Senior Work Package Analyst to become part of a high achieving team within a large, well known organisation. Job Description The Senior Work Package Analyst will be responsible for managing work packages and their successful deployment through a structured development lifec...
-
Date: 6 days ago
-
Bristol, Avon
-
£30,000 - £60,000 per annum, OTE
-
26 applications
Organisation Description Discretionary Investment Management Service My Client is a Discretionary Management Services Company providing the opportunity to place monies in the hands of professional, qualified investment managers who will take full responsibility for the construction, active management and administration of your investment portfolio. They currently hold £150m under management My C...
PEP/ISA/Unit Trust Client Services Team Leader/Manager Leading Investment Wrap Platform – City of London £36,000 – £39,000 + Excellent Package including Bonus This is an excellent opportunity for individuals with a strong Investment background, gained from within the Retail Investment, Financial Services or Financial Advisory industries (experience of PEP, ISA, Unit Trust, SIPP or OEIC’s) to join the Cli...
Job Title: Investment Administrator Job Ref: J022683 Location: York A great opportunity to join an established company based in York This role will be working within the investment team to provide administration support and a high level of accuracy. - New business processing, through cofunds and direct with investment companies - Existing business processing - Provide probate valuations to executors...
-
Date: 6 days ago
-
Bristol, Avon
-
£50,000 - £60,000 per annum, OTE
-
13 applications
Organisation Description Discretionary Investment Fund Manager My Client is a Discretionary Management Services Company providing the opportunity to place monies in the hands of professional, qualified investment managers who will take full responsibility for the construction, active management and administration of your investment portfolio. They currently hold £150m under management<br ...
The client is an International Private Bank and Asset Manager and they are looking for an Investment Ad visor to join its expanding team to support the Relationship Managers with the Client Relationship Management. The role is focused on high net worth individuals, corporate clients and the needs of related companies. You will upkeep clients contact with market updates and servicing, help Relationship Managers with ideas for new busi...
My client is a market leading business looking to recruit an Investment Analyst to support the Investment Group in specialist project work as well as providing key data and investment reports to the department. This is an excellent role for someone with strong analytical and investment research skills. Duties: - Support the Fund Manager preparing precise investment reports ...
