financial advisor, discretionary investment manager. Jobs - 138
Compliance Manager
CB3 Associates Ltd - Barlborough
Employment Type : Full-Time
The Company: A regional sized yet expanding wealth management firm looking to bring in a Compliance Manager to take on a broad internal compliance role inclusive of file review, T&C and some operational involvement too. Office Location: Barlborough, North Chesterfield York Hybrid/Home Working: Yes - Split between home/office Package: 50-60k base DOE discretionary bonus and full company benefits Benefits: 5% company pension, 4 x salary death ...
Client Service Manager
Transact - EC4N7AE
Employment Type : Full-Time
Our Client Service Managers are the engine of our business. They are responsible for managing relationships with independent financial advisers whilst processing portfolio instructions within agreed timescales. This role is perfect for someone who thrives in a fast-paced environment, has experience in corporate customer service and takes pride in 'getting things right the first time’. The role offers great exposure to a wide variety of tax wrapp...
Relationship Manager (Fund Management)
Recruit UK - Glasgow
Employment Type : Full-Time
Are you an experienced professional in authorised funds with a passion for building strong client relationships? Recruit UK is recruiting for a Relationship Manager to join a leading and award-winning wealth management firm within their fund services. You’ll manage key sponsor and third party Investment Manager relationships, ensuring top-tier service and collaborating with internal teams to drive operational excellence. This is an initial 12 mo...
Data Quality Manager
Harnham - Data & Analytics Recruitment - Hampshire
Employment Type : Full-Time
DATA QUALITY MANAGER UP TO 70,000 PER ANNUM ( BONUS) REMOTE (TWICE PER MONTH IN HAMPSHIRE) A leading retailer is seeking a technically skilled Data Quality Manager to deliver a Data Strategy across the business. as part of a wider transformation. This role will require strong SQL coding, experience with retail / customer data, and a passion for improving Data Quality within an organisation. THE COMPANY: This retailer is a household name across t...
Private Banker / Relationship Manager
Sterling Williams LTD - EC3V3ND
Employment Type : Full-Time
Are you an experienced Private Banker in the UK? If so, we are working with a growing Banking Institution based in the City of London who are hiring a Private Banker to join their Private Bank Team. Day to day: Build Client Relationships and an in-depth knowldge of clients businesses and sources of wealth. Serve as a trust advisor to clients seeking strategic advice regarding their financial matters. Maintain a comprehensive understanding of cli...
Data Operations Manager
Harnham - Data & Analytics Recruitment - London
Employment Type : Full-Time
DATA OPERATIONS MANAGER UP TO 75,000 PER ANNUM ( BONUS) REMOTE (TWICE PER MONTH IN LONDON) An exciting start-up Housing Provider, is seeking a Data Operations Manager to drive and deliver the Data Strategy. This will include embedding the Data Management & Governance framework, as well as orchestrating the technical team to deliver migrations and implementations across their growing data landscape. THE COMPANY: This start-up has the backing ...
Employment Tax Senior Manager
Morgan McKinley - London
Employment Type : Full-Time
A leading Employment Tax team in London is recruiting for an Employment Tax Senior Manager This is an exciting opportunity to join an area of the Tax service line that is growing year on year and is seeing significant investment. The Employment Tax team works with a range of clients that vary in size of business (FTSE/AIM etc), complexity of work and across many different sectors. As an Employment Tax Senior Manager, you will be responsible for:...
EA / PA & Office Manager
ARC - SW1A1NP
Employment Type : Full-Time
Expanding investment management company, looking to add an experienced EA / PA & Office Manager to their small but expanding team, providing support to a Director who is often away on international business. The office management element entails managing the offices that include two corporate tenants. Job Title/Location: EA / PA & Office Manager, London Salary: To 35,000 bonus/pension Office/WFH: Fully office-based 5 days p/w due to the ...
Audit Assistant Manager
Insite Public Practice Recruitment Limited - PE26FZ
Employment Type : Full-Time
Audit Senior / Assistant Manager Top 20 Firm, Peterborough Up to 55,000!!! Due to continued growth, my client is looking for a talented individual to join the Peterborough office as an Audit Assistant Manager within their Audit Team, the successful candidate is expected to be ACA/ACCA qualified with solid technical skills and experience of leading, or taking a lead role, in an audit team. You will be joining a growing team and will have regular ...
Private Client Tax Senior Manager
AJ Chambers - London
Employment Type : Full-Time
AJ Chambers are pleased to be working with a Top 15 firm of accountants, who are seeking a Private Client Tax Senior Manager to join their growing team. With an impressive private client base which includes a wide range of clients across various sectors, this would be the perfect opportunity for someone to join a firm with genuine progression to Partnership in the future. They are seeking an experienced private client practitioner with proven ad...