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Key accountabilities Write to clients, answering any queries in relation to sales, purchases, dividends paid and Rights Issues, as required. Open new accounts and load stock onto the valuation system, liaise with former brokers in relation to the tra...
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Institutional investors are looking for two things: Returns on their assets Minimum paperwork Ok, sure there are plenty of other wishes however for the sake of this job description, these two aren't a bad place to start. This limits the type of asset...
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EXCLUSIVE: CLIENT SERVICES & OPERATIONS MANAGER – DFM FILE REVIEW EXPERIENCE & COMPLIANCE KNOWLEDGE REQUIRED Ref: 4004G 80K good benefits & bonus REMOTE (Southern England) We are exclusively recruiting for a Family Office Discretionary Fund Manager &...
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What the Hiring Manager Says Quilter Cheviot has a heritage that dates back to 1771. As one of the largest discretionary investment management firms, Quilter Cheviot has managed bespoke investment portfolios for individuals and families for generatio...
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What the Hiring Manager Says At Quilter Cheviot Financial Planning, we are continuing to grow and develop our financial planning capability. As we continue to welcome new Financial Planners, we have a real opportunity to shape the future of our regio...
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Your main responsibilities as the Compliance Officer will be oversight for the compliance function from both a platform and retail client perspective and you will provide advice on regulatory matters, including matters such as 'simplified advice' mod...
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Your main responsibilities as the Compliance Officer will be oversight for the compliance function from both a platform and retail client perspective and you will provide advice on regulatory matters, including matters such as 'simplified advice' mod...
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Salary: 40k - 45k 20k - 25k Bonus (1st year) Business Development Manager for Top Investment Firm / Fund Sales / Wealth / Private Equity / Venture Capital / Investment Sales No previous financial services experience is needed but you must be a highly...
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Would you like to work in a dynamic, collaborative environment? Would you like to support senior leaders to influence strategy and have a direct impact on win probability? This is an exciting opportunity to join the New Business team within the Inves...
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A city-based highly reputable consultancy firm specialising in delivering transformational, advisory and delivery services to the investment management industry is searching for several experienced and ambitious professionals to join our consulting t...
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Role Overview As Nest’s Social Media Manager on a 12 month Fixed Term Contract you will be our lead advocate and evangelist for social media across the organisation. Working with a high level of autonomy and trust, you will evolve our social media st...
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Role Overview Working in the NEST information Technology and Financial Modelling team, this role will utilise fundamental, quantitative, and actuarial approaches with a primary focus on quantitative investment practices and modelling. In particular, ...
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At WTW we have an enviable client list and reputation for excellent consulting advice and innovative solutions, delivered by highly skilled colleagues with access to robust resources. We have an exciting opportunity in our dedicated national DC Consu...
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Actuarial Associate Consultant (UK - Nationwide) Are you a part qualified or qualified pensions actuary looking to work with industry experts on a wide range of clients and projects? We may have the role for you We are looking for part-qualified and ...
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Are you looking for a Security role within a dynamic, innovative financial technology organisation? If so, we are recruiting for a Cyber Operations Engineer to join our IT Department Working alongside the Cyber Operations Lead you will help to design...
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People's Partnership have an exciting opportunity to join our growing team as a Finance Business Partner. This role requires IT business partner experience This role is a hybrid opportunity with the successful candidate working both at home and in th...
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Responsibilities Secure and maintain ‘Buy’ ratings on the firm’s products from target investment consultants. Proactively contribute to growth in gross revenue inflows from the institutional marketplace in line with agreed sales targets. Develop and ...
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About Us Foster Denovo currently boast over 120 Financial Advisers supported by around 250 employees across eight Foster Denovo offices throughout the UK. We have the scale and resource to provide exceptional advice and service to our clients, advise...
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OVERVIEW ? It is a part time role that is currently seven days per month. The salary is GBP 80k pro rata which equates to GBP 27k per annum ? The role involves working closely with the portfolio manager on researching and constructing client growth a...
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The Role We are seeking talented and ambitious Senior Account Managers to join our multi-asset investment firm based in the heart of London’s financial district. Candidates should have solid experience selling alternative investments, with experience...
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SENIOR MANAGER, GROWTH AND IMPROVEMENT / HYBRID 2-3 DAYS PER WEEK IN OFFICE / LONDON BRIDGE / UP TO 90K PLUS BENEFITS As part of the International Travel and Corporate Payments team, this role will work closely with the Head of Insights & Growth, as ...
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At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility. SEI's Institutional b...
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Responsibilities Proactively contribute to growth in gross revenue inflows from the institutional marketplace in line with agreed sales targets. Develop and manage relationships with key contacts within investment consultant firms (research personnel...
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This is a brand new role, key in supporting the delivery of Omnis’ messaging to our adviser network. The key deliverables of the role are to: Increase awareness and understanding of Omnis’ investment strategies and principles; Increase adoption of Om...
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An exciting opportunity has arisen in our Information Technology department for a Technology Solutions Architect. This role offers the opportunity to assist the Technology Senior leadership team and wider business management teams to conceptualise, d...
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