Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually g...
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PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex deb...
Key Responsibilities: Undertake DB transfer redress calculations Reconstruct DC values including deductions Utilise spreadsheets to help answer DB transfer requests relating to non-standard investments Key Requirements: Strong pensions knowledge and ...
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 &...
Conducting compliance testing in accordance with the CMP and assist the Head of Compliance in the preparation of written reports for senior management and the Board. Maintaining compliance policies and procedures. Supporting the Head of Compliance in...
Requirements: • Minimum of 5 years of relevant experience as a PM, Sub PM or Senior Researcher within a leading financial institution. • Proven successful track record in investments (Minimum >$5m P&L with a Sharpe of 1.5 ) • Experience in portfolio ...
Required skills and knowledge: • A well-developed understanding of the FCA regulations applicable to Investment Management and Advisory (Financial Planning / Wealth Planning) businesses. • An understanding of the FCA rules in relation to ESG, Princip...
My client is a boutique real estate debt advisor and family office/private equity firm. They have executed scores of private equity and capital markets transactions over the years, advising companies across the UK, Europe, and the rest of the world. ...
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...
Financial Advisor | Independent Financial Advisor 100,000 - 150,000 | Un-Capped Earnings Clients Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financi...
Financial Advisor | Independent Financial Advisor 100,000 - 150,000 | Un-Capped Earnings Clients Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financi...
Our client a Market Leading Private Bank is looking for a Marketing Compliance Manager to join their London team. This role is ideal for a compliance professional with experience in marketing compliance/financial promotions ideally within a private b...
Company Description Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financia...
Currently recruiting on behalf of a leading Private Bank, for an experienced financial crime advisory professional to join their team. You will be reporting directly into the MLRO as part of a small team, and will be responsible for providing day-to-...
The claims executive role involves providing efficient claims services, maintaining client relationships, and ensuring compliance with service standards and regulations. Client Details The client is a leading company, based in the City of London, spe...
The Client Services Associate role provides support for various stakeholders, including financial advisers, retail investors, and HNW individuals. The role is an opportunity for a candidate to take the next step in their financial services career. Cl...
My client is a dynamic, boutique and forward-thinking Independent, IFA Firm in London, who due to expansion are looking to take on a versatile Senior IFA Administrator who is looking for a new opportunity in Wealth Management. Company offers a hybrid...
Job title: Client Portfolio Analyst Location: Moorgate, London Pay rate: Circa 55,000 - 60,000 per annum The Client My clients' purpose is to provide independent advice to clients on all aspects of personal financial planning and investment managemen...
My client is a dynamic and trusted leader in wealth management who due to continued growth, are looking for a diploma qualified, experienced Associate paraplanner support to join their dynamic team. You will work alongside a top billing Adviser to su...
My client is a well-established, Chartered Independent, IFA Firm in London, who are looking to take on a versatile part-time IFA Administrator with experience in Wealth Management. This role will be remote and part time (hours 9am - 1pm, Mon- Fri) wo...
My client is a well-established and highly ethical IFA. They are looking to continue to grow and now require a client facing associate paraplanner to join their dynamic team. You will work alongside a Top Billing Advisers in providing an outstanding ...
Portfolio Management: Assist in formulating the investment strategic for the company including reviewing research and undertaking market analysis Undertake portfolio reviews to ensure assets, cities and Universities align to required KPIs and they wi...
New Contract Golang Role - Global Payments Company We are working with a global-leading financial services and payments client looking for a Senior Golang Developer to join the team and support on a really exciting project. Please note this is workin...
Mobile Phone IT Support Specialist Background: As a Mobile Phone IT Support Specialist within a financial services firm, you will be responsible for providing technical support and assistance to employees using mobile devices, such as smartphones and...
Are you an experienced Mortgage Adviser looking to work in a market-leading independent property business with great progression and earning potential? We are currently looking for an experienced Mortgage Adviser to join our client's flagship office ...
Our client is looking for a Private Client Administrator to join their team, with the option to work on a hybrid basis from their London. We are looking for a candidate to work part-time hours, across Monday-Friday (ideally 20-25 hrs each week). Key ...
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