Employment Type : Full-Time
Job Title: Client Service Executive Industry: Investment Management Location: Cambridge Salary: up to 34,000 Job Reference: 9547 Job description We are working with a longstanding and highly successful investment management firm, who are also pioneers in the ethical investments and developing unique propositions to align with each client’s values and goals. As they continue to grow, they are looking for a passionate investment professional to jo...
Employment Type : Full-Time
We are working in partnership with a well-established independent investment management business who provide portfolio management and stockbroking services to private clients. Due to a wealth of growth within the business our client is seeking an experienced Client Service Administrator to join their Investment Management team based in Harrogate. Role Responsibilities Provide secretarial and administrative support to the investment management te...
Employment Type : Full-Time
Overall role Purpose The Private Banking Service Desk Assistant role is responsible for providing operational and administrational support to Relationship Managers in the UK and our international offices ensuring efficient and accurate handling of administrative queries or requests relating to fund investments and account holdings. This role requires strong service oriented and diligent coordination skills and attention to detail. Role responsib...
Employment Type : Full-Time
Overall role Purpose Service Desk Assistant role is responsible for providing operational and administrational support to Relationship Managers in the UK and our international offices ensuring efficient and accurate handling of administrative queries or requests relating to fund investments and account holdings. This role requires strong service oriented and diligent coordination skills and attention to detail. Role responsibilities 1. Routine p...
Employment Type : Full-Time
Chartered Paraplanner| London | Hybrid | 60K | Progression Support Job Title: Chartered Paraplanner Location: City of London (Hybrid) About Our Client : Our client was founded in 2014 with a vision to be the most highly referred name in financial services, delivering exceptional Client service from start to finish. In under 5 years they have been recognised and awarded by their peers no less than 10 times. They have combined broad advice permiss...
Employment Type : Full-Time
We are currently recruiting for a Financial Planning firm in London who are looking to recruit a Financial Planning Administrator. This role does offer hybrid working 3 days a week in the office and 2 days from home. Purpose of role; To provide a comprehensive support service to advisory staff. The overall aim is to provide a world class service as an integral part of the company's Client Proposition. Duties & Responsibilities There are 5 ma...
Employment Type : Full-Time
An international investment firm is seeking a motivated and detail-oriented Junior Analyst to join their investments team. The ideal candidate will support market research, data analysis, and financial analysis across various projects. You will assist in evaluating market trends, financial reports, and operational data to support decision-making and help develop strategies for business growth. This role requires working from the Central London h...
Employment Type : Full-Time
Trainee Paraplanner - Up to 36,000 Excellent Benefits Are you an experienced financial services professional looking to advance your career in a supportive and dynamic environment? We are seeking a highly motivated and detail-oriented Trainee Paraplanner to join a thriving team, playing a crucial role in delivering exceptional financial planning services. This is an outstanding opportunity to develop your expertise, with significant investment i...
Employment Type : Full-Time
Amazing Six-Figure Opportunity for an Investment Sales Executive Role: Sales Closer (Bullion Sales Executive) Office/Hybrid/Remote: Office Based Where: Canary Wharf When: Mon- Fri Hours: 10:00-18:00 Lunch 13:00-14:00 Salary: 100k OTE including Basic 24,000 My client is offering a unique opportunity to dramatically increase your income and improve your lifestyle for you and your family. We are looking for a bright, talented individual that has th...
Employment Type : Full-Time
Investment Administrator - Wealth Management Location: Birmingham (Hybrid Working Available) Salary: Competitive, dependent on experience, up to around 32,000 plus benefits Job Type: Full-time, Permanent A leading national wealth and investment management firm is seeking an experienced Investment Administrator to join their Birmingham office. This is a fantastic opportunity to become part of a professional and supportive team, providing high-lev...