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Job Title
Salary/Rate
£45000 - £65000/annum Negotiable 
Location
Surrey  
Posted
12/07/2015 (10:50) 
Agency
Job Type
Permanent 
Description

Our client is seeking an experienced to Investment Manager of discretionary multi-asset investment portfolios, including private clients, trusts and pensions. You will be working within their expanding Surrey based operation. (close to Train Station and allocated parking)

This well established investment management business provides asset management services to individuals and their families. Providing them with everything needed to manage their capital effectively.

The Role

You will be managing the day-to-day management of discretionary portfolios, including new cash investments, asset allocation monitoring and re-modeling of bespoke…

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Job Type
Permanent 
Applications
Less than 10  
 
Location
Vauxhall  
Posted
28/07/2015 (10:06) 
Agency
Job Type
Permanent 
Description

Investment Administrator

Permanent, Full time (flexible working considered)

Vauxhall, London

Salary on application

Big Issue Invest Ltd (BII) is the social investment arm of The Big Issue magazine and a specialist provider of finance to social enterprises. BII’s mission is to help prevent poverty by providing finance to sustainable social enterprises, charities and ventures. BII is one of the largest and most successful social finance providers in the UK, having invested £30m in 320 organisations since 2005.

Big Issue Invest is looking…

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Job Type
Permanent 
Applications
More than 10  
 
Location
Leeds  
Posted
22/07/2015 (16:21) 
Agency
Job Type
Permanent 
Description

My Client is currently looking for an experienced Investment Director to join their team in Leeds.

*To manage Advisory and Discretionary Portfolios
*To carry out general duties with regard to Investment department.
*To carry out media work. Investment presentations.
*To develop new business.
*To maintain a detailed knowledge of all aspects of Investment and markets.
*To maintain detailed knowledge of all technical procedures as regards day to day dealing.
*To adhere to the Statement of Principles for Approved Persons.
*To maintain a 'TCF' culture in respect of all the six outcomes
*To report any risks which may be detrimental to clients…

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Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£18000 - £25000/annum £18-25,000 + bens 
Location
Leeds  
Posted
29/07/2015 (12:40) 
Agency
Job Type
Permanent 
Description

My client provides Financial Advice to both Corporate and Private clients specialising in the provision of Financial Planning solutions and Advice within various forms of Investments including Investments, Pensions, Life Assurance and Protection products.

We urgently seek an experienced Financial Investment Administrator who will be responsible for supporting both the Company Directors and Financial Advisers. You will responsible for processing and completing all new business applications for the Advisors maintaining a complete diary for all cases submitted and to provide regular updates on their progress, ensure that all files…

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Job Type
Permanent 
Applications
More than 10  
 
Salary/Rate
£18000 - £20000/annum 
Location
Leatherhead, Surrey  
Posted
21/07/2015 (16:19) 
Agency
Job Type
Permanent 
Description

Trainee within Investments – Fantastic opportunity within a growing business

Company

Our client is an Independent Financial Advisory Firm with offices in Surrey and Bahrain. Due to continued growth they are seeking an enthusiastic individual to join their busy team. Full training will be given with good career opportunities.
If you have an interest within financial services, especially within Investments this will be of interest to you.

Job Description

Inputting commodity trading information on to the Company’s bespoke system
Taking enquiries over the phone and via email
Gaining a full understand of the Company’s products on offer…

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Job Type
Permanent 
Applications
More than 10  
 
Salary/Rate
£20000 - £24000/annum 
Location
Birmingham  
Posted
14/07/2015 (16:53) 
Agency
Job Type
Permanent 
Description

Investments Administrator
Birmingham
£20,000- £24,000

To support the Private Client Manager(s)/Senior Manager(s)/Director(s) and other team members in the provision of investment services to clients of Private Banking.

Main Duties Include:

To provide, as necessary, support in responding to client queries.
To maintain proactive dialogue with clients, as directed.
To maintain client files and records including new client set-up and deletion.
As required, to liaise with the operations and administration units on behalf of the team, including settlement, CGT, custody and dealing.
To check client valuation records, either screen based…

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Salary/Rate
£25000 - £27000/annum 
Location
London  
Posted
16/07/2015 (13:34) 
Agency
Job Type
Permanent 
Description

Our client, the UK's leading investor relations provider, is looking for an investment administrator to jump on board their fast paced and rapidly growing team!

You will be providing professional and efficient administration support to the team. This role is an excellent opportunity for a proactive and enthusiastic administrator to hit the ground running in a varied and busy team, where you will have the opportunity to grow within this entrepreneurial company!

Responsibilities within this role include:

Assist with the preparation of the daily email announcement
Assist with the organisation of roadshows and client events…

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Job Title
Salary/Rate
£22000 - £30000/annum 
Location
Manchester  
Posted
17/07/2015 (10:27) 
Agency
Job Type
Permanent 
Description

Would you like to join one of the UK's most experienced credit solution providers; which helps millions of customers across the UK?

Arrow Global is a leading buyer on consumer receivables. The company is experiencing a period of significant growth and is well positioned (both operationally and financially) to acquire substantial product in the coming years.

The Investment team is responsible for originating deals, portfolio pricing, structuring and closing of transactions. The post holder will be joining a dynamic and entrepreneurial team and can expect daily interaction with board level executives.

Accordingly, the role offers…

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Job Type
Permanent 
Applications
More than 10  
 
Salary/Rate
£18000 - £25000/annum benefits 
Location
Cheltenham  
Posted
17/07/2015 (23:00) 
Agency
Job Type
Permanent 
Description


This financial services company based in Cheltenham requires a Unit Trust Administrator to support a team of Fund Managers investing in unit trusts. Previous experience in a unit trust, fund management or trading environment is preferred. This is a busy role and requires a highly analytical administrator with excellent data handling skills. Tasks will include:

*Providing financial admin support to a team of Fund Managers
*Developing and maintaining a programme of daily and monthly reporting relating to pension and unit trust administration and producing regular MI for the senior management team
*Maintaining a Fund Manager register…

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Salary/Rate
£0 - £70000/annum benefits and bonus 
Location
Leeds  
Posted
20/07/2015 (14:03) 
Agency
Job Type
Permanent 
Description

A private wealth and investment management business who work with a range of private clients, charities and institutions are looking to appoint a Team Manager to lead the Investment Managers and their Admin Support Team based in Leeds. The primary objective of the role will be to be responsible for the management, budget, strategy and business performance of the investment management team within the office, with the objective of maximising profitability.

You will report into the senior management team and co-ordinate the new business and client maintenance activities of the locally-based investment professionals whilst manage client…

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Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£25500/annum DOE 3 or 4 days  
Location
Kent  
Posted
16/07/2015 (12:42) 
Agency
Job Type
Part Time 
Description

We are working with an established and well-respected independent property investment business who requires an experienced Residential Investment Manager to oversee the acquisition and management of the portfolio of residential assets.

The role will require you to take the lead on all investment transactions; negotiating, performing due-diligence and project managing residential investments of all sizes. You will be responsible for underwriting, execution and project and partnership management, assisting in building the business plan in preparation for the successful acquisition and liaising with the Agents and professionals as necessary…

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Location
City of London  
Posted
22/07/2015 (13:54) 
Agency
Job Type
Permanent 
Description

Background to Requirement

Foundation Recruitment is currently working with a growing real estate asset management and investment specialist to recruit an Investment Agent to identify and secure new opportunities to add to a growing UK commercial portfolio. With an increase in mandates and continued growth in assets under management our client requires a candidate who is able to proactively source and complete the sale of property across the UK. The ideal candidate will have experience in sourcing commercial properties, profiling investment opportunities as well as experience in providing commercial market research and analysis.

Core Duties…

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Job Type
Permanent 
Applications
More than 10  
 

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Location
Croydon  
Posted
16/07/2015 (10:48) 
Agency
Job Type
Permanent 
Description

Investment Service Assurance Analyst

Reports to: Investment Service Assurance Manager

The Investment Operations team is a new team within the PPF that is currently being formed. We are looking for an experienced data analyst to lead the ongoing provision of investment support systems and associated data, to ensure investment data is reconciled for the beginning of each day and the systems are continuously available during the working day. Systems include Deal Management systems, Investment Performance and Risk systems and access to the appointed Custodian's system. Data includes reconciled holdings, income data and data from the appointed…

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Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£20000 - £25000/annum pension, holiday, bonus 
Location
Leicester  
Posted
21/07/2015 (17:18) 
Agency
Job Type
Permanent 
Description

TRAINEE INVESTMENT MANAGER:

Due to the creation of a new role, a business based in Leicester now have the full time requirement for an Trainee Investment Manager who's ambitions are within the field of Private Financial Services. To attract only the very best of candidate, we are holding an assessment day (to be confirmed) to understand candidates skill sets and future prospects/ambitions for Financial Services.

To note, this role full time basis with the potential for internal progression. You can expect to be involved with all aspects of Investment Administration and Management, supporting the back office teams and dealing with client…

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Job Type
Permanent 
Applications
More than 10  
 
Salary/Rate
£0 - £50000/annum 
Location
Bristol  
Posted
20/07/2015 (13:13) 
Agency
Job Type
Permanent 
Description

A leading Wealth Management firm are looking for an individual to lead the Investment Administration Function to ensure a high quality service is provided to all clients. The successful candidate will manage the day to day operation of the function and be part of delivering and implementing strategic vision for the department.

They are seeking an individual with a wealth of experience of managing a team within an investment administration environment, who is experienced motivating, supporting and developing the team members.

Key Responsibilities:

*Responsible for the quality of all aspects of the investment administration service…

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Salary/Rate
£50000 - £65000/annum Bonus, Pension and healthcare 
Location
London  
Posted
31/07/2015 (16:21) 
Agency
Job Type
Permanent 
Description

Investment Analyst - Renewable Energy

Greater London

£50k - £65k (Experience Dependent)

Alecto Recruitment are proud to be representing one of the market leaders within the Energy fund management industry. Our client specialise in their ability to exploit gaps in the market, working Europe wide - looking for great investment opportunities. My client work very closely with some of the leading project management teams in the country, to help smooth the process.

The Role:

Responsible for structuring the deals with high quality and precise financial modelling.
Working on a broad range of projects requiring excellent analytical…

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Salary/Rate
£17000/annum 
Location
Smallfield, West Sussex  
Posted
21/07/2015 (09:47) 
Agency
Job Type
Permanent 
Description

A PERFECT OPPORTUNITY TO START YOUR CAREER AS A INVESTMENTS PORTFOLIO MANAGER

My client are looking for self motivated individuals with lots of energy who are looking to pursue a career as a Investment/Property Portfolio Manager. They are looking for proactive individuals to join a fast paced and challenging Customer focused environment. You must be organised and be able to manage your time effectively to ensure all tasks are completed to a high standard.

***This is an administrative role and not a sales role. You will be supporting the current Portfolio Manager in the letting and management of investment properties for your clients…

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Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£19000 - £22000/annum 
Location
Horsham, West Sussex  
Posted
23/07/2015 (09:56) 
Agency
Job Type
Permanent 
Description

We have a great opportunity for an experienced Pensions & Investment Administrator to join a lovely Finance company based in the Crawley / Horsham, West Sussex area. The main purpose of the role is to provide pensions, investments admin support to the team of Financial Advisers.

Duties and responsibilities will include:-

* Providing admin and secretarial support to the Financial Advisers
* Process life, investment and pension applications
* Liaise with clients and update them on process of business
* Update internal systems
* Scanning all files and post received
* Chase client authorities with life companies
* Provide client portfolio…

More
Salary/Rate
£19000 - £21000/annum 
Location
Milton Keynes  
Posted
06/07/2015 (13:44) 
Agency
Job Type
Permanent 
Description

We are recruiting a Pension & Investment Administrator a leading independent company, whose success is based on their integrity, professionalism and first class service to individuals and companies.
Assisting the Pension and Investment advisors, you will help in the preparation of client files for case submission.

Responsibilities:

• Gather policy and fund information
• Gather client data
• Research & Analysis for recommendations
• Prepare suitability reports
• Submit applications & forms to providers
• Upload documents and client records to the company system
• Administer various group schemes (pension, death in service, investments

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Location
Lincolnshire  
Posted
10/07/2015 (12:32) 
Agency
Job Type
Permanent 
Description

We are currently recruiting for an Investment Manager for a housing association in Lincoln. This is an ideal opportunity for someone with a strong background in investment and asset management who is looking for a new and exciting role.

The main purpose of the role will be to ensure that the housing stock meets the decent homes standard currently and in the future. This role will be supporting the Head of Property Services in managing the asset data base to ensure that the organisation has accurate asset information to support a strategic approach to asset management in line with the corporate objectives.

You will also be responsible…

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Salary/Rate
£55000 - £60000/annum 
Location
London Central  
Posted
24/07/2015 (16:05) 
Agency
Job Type
Permanent 
Description

The Management Recruitment Group is now sourcing a Senior Investment Surveyor to work with a specialised commercial consultancy in their City of London office.

The company has mainly been advising on investment, development and conversion of offices into mixed use schemes. Historically they have had a small but successful agency team specialising in commercial offices and retail space often purchasing the whole building on behalf of an investor and arranging the let or rental for the various uses within it.

The role:
• Sourcing investment opportunities
• Valuation of portfolios
• Prepare expert evidence for development proposals…

More
Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£17000 - £20000/annum excellent 
Location
Posted
27/07/2015 (09:00) 
Agency
Job Type
Permanent 
Description

Due to an internal re-organisation my client, a highly respected financial services organisation, currently seek several talented people to join their Client Money team.

This is a busy role working mainly with investment and pension based products. Your primary responsibilities will be to ensure that client instructions around payments are processed accurately and in accordance with FCA regulations. You will also be responsible for cash receipting and fund transfers and ensuring that the associated ledger is kept up to date. Other duties will include processing of payment instructions, ensuring all payments are correctly authorised…

More
Job Type
Permanent 
Applications
More than 10  
 
Salary/Rate
£17000/annum 
Location
Smallfield, West Sussex  
Posted
22/07/2015 (09:48) 
Agency
Job Type
Permanent 
Description

Investments Portfolio Manager
Salary: £17,000
Hours: Monday to Friday 9am - 5.30pm
Location: Smallfield

Lloyd Recruitment has an opportunity for someone to join the newest part of a well-established property investment business. The role is for you to assist the Portfolio Manager to look after a portfolio of properties that investor clients have purchased all around the UK; providing an end to end service. This is an exciting role and is ever changing, no two days are the same.

Job duties to include but not limited to;
• Rent and repair management of properties
• Answering the phone to queries from landlords and tenants
• Liaising with…

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Salary/Rate
£20000 - £22000/annum excellent 
Location
West Sussex  
Posted
29/07/2015 (16:47) 
Agency
Job Type
Permanent 
Description

Pensions & Investment Administrator

£20,000-£22,000 + benefits

West Sussex

An interesting time to join a well established financial services group, as they continue with expansion and recruitment plans.

This role will involve supporting Financial Advisers in the servicing of new and existing business, for a wide range of Life, Pensions and Investment contracts, for existing and new clients.
•Processing applications (life, pensions, mortgage etc) in a speedy, efficient and compliant manner.
•Requesting and collating all supporting information, including PMAR/GP Reports.
•Liaising with product providers.
•Controlling/chasing pipeline…

More
Salary/Rate
£10.99/hour 
Location
Tunbridge Wells  
Posted
08/07/2015 (12:56) 
Agency
Job Type
Temporary 
Description

Temporary Financial Investment Administrator
Location - Tunbridge Wells
Hours - Monday to Friday 9am til 5pm - 35 hours per week
Pay - £10.99 per hour
Duration - Month by month 3 months contract potentially a years contract
Start Date - Immediate

I have a client based in Tunbridge Wells who are looking for a candidate who is methodical and has great communication skills. A candidate who is able to meet deadlines and work to timescales. The right candidate must be organised and have a high attention to detail.

Experience and knowledge of working within investment environment, preferably to include settlements/trading

Duties will include…

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