Fantastic opportunity to join us as a Senior Global Benefits Consultant within our Integrated & Global Services (IGS) line of business based out of ou...
The Role To put the interests of clients and the integrity of the market at the heart of the way you do business. Personally accountable for Key Clien...
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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 &...
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...
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...
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...
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...
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 50,000 - 75,000 | Un-Capped Bonus Client Boo k Provided Kent YOUR NEW COMPANY An opportunity has become available with a Financial Advice business who are growing its national offering across the coun...
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...
Deerfoot IT Recruitment has an exciting hybrid opportunity for a Finance Director to join our inclusive and collaborative team in London. This full-time Finance Director role comes with a salary of 130,000 to 160,000 and many exciting benefits - Bonu...
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...
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