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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 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...
What the Hiring Manager Says The Sales Manager SM will be responsible for new advisers for the first year of their journey from appointment with Quilter, to their progression into one of the regional teams by attainment of the agreed production targe...
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...
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...
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...
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...
Are you an ambitious professional with a solid background in real estate, M&A, and capital raising? Our client, a leading mid-market Investment Banking boutique, is searching for a dynamic VP/Director to join their high-performing Real Estate group b...
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..
We are seeking top talent in the industry, with the following qualifications: - Minimum of 5 - 10 years’ experience as a Private Banker or Relationship Manager. - Proven client base of $150 million or more. - Track record of longevity in job history ...
The firms direct lending strategy is focused on mid and upper mid-market senior debt opportunities on a sector agnostic basis across the UK and Europe. They are seeking an Associate to work with senior colleagues to originate, structure and execute l...
COMPLIANCE CONSULTANT – PWM/ADVISOR/BUY SIDE EXPERIENCE REQUIRED Ref: 4055G 60K - 70K Bonus Benefits Hybrid (London) Our client, a growing UK and US Compliance Consulting Firm, is looking for an experienced Compliance practitioner to join their growi...
Roles & Responsibilities Manage client queries in a timely & professional manner. Queries range from literature requests, detailed fund information and commentary, performance, data and attribution requests and assisting with dealing, pricing & opera...
This is an exciting and varied opportunity for a highly motivated and experienced individual, with an existing network of clients. Our boutique style investment business works in partnership with our financial advisers, across several international j...
Job Description Are you a recent graduate interested in working in a fast-paced Financial Services role? If this sounds like you but cannot see any current suitable vacancies, please submit your details below. We will then reach out if we have any ro...
Job Description If you are interested in working at Transact but cannot see a suitable vacancy advertised, please submit your details below. We will then reach out if we have any roles that match your skillset. Transact is the leading independent inv...
My client are boutique consultancy looking to expand their London presence with a newly created role for a determined self-starter. They are looking for a regulatory compliance professional to deliver subject matter expertise to their wide range of f...
About our client Our client is a well-capitalised credit investment fund. This company focuses on providing property-backed loans to businesses across the UK and Ireland. They are looking for a Director or MD to join their team based in London. As th...
Role overview: Develop and manage relationships with independent financial advisers, through market leading service and support. Process client and adviser firms' instructions efficiently, getting them right first time. Focus on personal development ...
Responsibilities Assisting with the formulation of growth strategies and financial analysis of investments The preparation of proposals to the investment comittee Helping the internal sustainability team with the formation of ESG related policies Sup...
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