Summary of Expectations We expect the London Market Director to be or become a senior seller and market figurehead for the London Market, bringing pro...
The WTW Compliance Function’s aim is to proactively support the Company to generate sustainable value, helping the company to deliver good client outc...
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Our client is a renowned entity in the financial services sector, focusing on wealth management. They are committed to providing superior services to their customers, maintaining a solid reputation in the market for their integrity, professionalism, ...
Job Description We are pleased to share an exciting opportunity to join our Client Operations department as a Regional Client Operations Manager. The Role The key focus of this role is to lead a team of Client Service Managers who provide day-to-day ...
A leading Wealth & Asset Management business is looking to hire an ESG Compliance Officer to join their growing Compliance function in a newly created role. The position will be an initial 18 month fixed term contract. This role will require an indiv...
Roles & Responsibilities To achieve new business objectives as defined by the Head of Internal Sales & Client Service, in conjunction with team-wide objectives set by Global Head of Distribution. To achieve KPIs in relation to number of pro-active ca...
What the Hiring Manager Says This is a fantastic opportunity to join a small but vibrant team of Third-Party Relationship Specialists. The principal responsibility of the role is to act as a point of contact between the firm and the various third-par...
About the Business Quilter Cheviot has a heritage that dates back to 1771. As one of the UK's largest discretionary investment management firms, Quilter Cheviot has managed bespoke investment portfolios for individuals and families for generations. Q...
What the Hiring Manager Says This role sits in the Marketing team, working with the investment management and financial planning business units, and with the wider marketing team. It is a great job for someone who is highly organised and proactive. T...
Company Description Legal & General looks after around 700,000 institutional customers who have their retirement benefits secured with us. Operating continuously in the UK market from our entrance in 1987, we are the UK's longest-running insurer. Our...
Responsibilities: Establish a client base of high net worth individuals, families, business owners, Foster trusted, long-term relationships using personalised service and advice, Understand client's investment plan and objectives to advise portfolio ...
We are looking for a DC Client Manager who will hold a key relationship role & be responsible for the management and development of relationships with our Master Trust clients. As a key member of the DC Client Team, the holder will help to deliver ne...
Are you a commercially minded and outgoing Actuary looking for a less technical and mundane role? A unique role has arisen at a leading global life reinsurer in their very successful and client facing business development team that could move you awa...
The Vacancy The role The candidate will support the Head of Compliance, and the compliance team to deliver, maintain and help comply with Davies Insurance Services regulatory compliance framework and oversee the Intermediary Services' network of Appo...
Our client is a successful and growing boutique wealth and investment manager. They are seeking an Assistant Relationship Manager to support a small team of Relationship Managers who provide advice to HNW clients on pensions, investments, IHT plannin...
Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming o...
Company Description Legal & General supports the savings, protection and retirement needs of around 14 million people, through our portfolio of retail and workplace businesses. Our Retail division helps people enjoy a more colourful retirement, both ...
Company Description Legal & General supports the savings, protection and retirement needs of around 14 million people, through our portfolio of retail and workplace businesses. Our Retail division helps people enjoy a more colourful retirement, both ...
Company Description Legal & General supports the savings, protection and retirement needs of around 14 million people, through our portfolio of retail and workplace businesses. Our Retail division helps people enjoy a more colourful retirement, both ...
Company Description Legal & General supports the savings, protection and retirement needs of around 14 million people, through our portfolio of retail and workplace businesses. Our Retail division helps people enjoy a more colourful retirement, both ...
Company Description Legal & General supports the savings, protection and retirement needs of around 14 million people, through our portfolio of retail and workplace businesses. Our Retail division helps people enjoy a more colourful retirement, both ...
What the Hiring Manager Says Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and f...
Company Description Legal & General supports the savings, protection and retirement needs of around 14 million people, through our portfolio of retail and workplace businesses. Our Retail division helps people enjoy a more colourful retirement, both ...
Company Description Legal & General supports the savings, protection and retirement needs of around 14 million people, through our portfolio of retail and workplace businesses. Our Retail division helps people enjoy a more colourful retirement, both ...
Duties and Responsibilities Financial Planning Develop and maintain long-term relationships with high-net-worth clients, understanding their financial goals and needs. Prepare and present tailored financial plans, investment strategies, and risk asse...
The ideal candidate will have a strong background in Risk Transfer work, enjoy being client facing and have excellent communication skills. To be considered for this role, you will need: Recent UK pensions experience gained in an actuarial advisory t...
EXCLUSIVE: HEAD OF UK BRANCH – PWM/IFA MANAGEMENT & SALES EXPERIENCE REQUIRED 100K - 125K Generous Commission, Bonus & Profit Share Hybrid (England) Ref: 4034G3 Unusual opportunity from a leading International PWM firm seeking their first Head of UK..
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