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Location
Cambridge
Posted
20/01/2016 (16:53) 
Company
Job Type
Permanent 
Description

My client is a Wealth Management company based in Cambridgeshire looking for an Investment Assistant.
Competitive basic salary with excellent benefits.

* Carrying out day-to-day tasks on bespoke discretionary portfolios to enable the Investment Managers to focus on key investment decisions, business development and face-to-face client relationship management
* Ongoing monitoring of bespoke portfolios to ensure they remain in accordance with their agreed Models and the current House View.
* Bring any required actions on bespoke portfolios to the attention of Investment Managers, taking account of client specific issues, including suggestions…

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Job Type
Permanent 
Applications
More than 10
 
Salary/Rate
£26000 - £30000/annum 
Location
Nationwide
Posted
04/02/2016 (16:18) 
Company
Job Type
Permanent 
Description

A global investment institution is now recruiting for the next generation of investment professionals to join an established team in one of their prestigious branches based in London.

We offer a competitive salary with a generous bonus and incentive structure.

We pride ourselves on a professional service set to the highest standards for our clients therefore we are looking for the highest caliber of trainee’s.

Screening will be done via the telephone prior to interview selection submissions.

If you are successfully selected for interview you will have an opportunity to join our training and induction program.

During this period of…

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Job Type
Permanent 
Applications
More than 10
 
Salary/Rate
£25000/annum 
Location
Cambridge, Cambridgeshire   Also in other locations
    Posted
    20/01/2016 (11:19) 
    Company
    Job Type
    Permanent 
    Description

    Job Purpose

    · To provide comprehensive assistance and support to the Investment Manager, ensuring that client activities and services are provided to the highest possible standard, and help investments to grow.

    Responsibilities and Accountabilities

    · Carrying out day-to-day tasks on bespoke discretionary portfolios to enable the Investment Managers to focus on key investment decisions, business development and face-to-face client relationship management

    · Ongoing monitoring of bespoke portfolios to ensure they remain in accordance with their agreed Models and the current House View.

    · Bring any required actions on bespoke portfolios…

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    Salary/Rate
    £18000 - £24000/annum 
    Location
    Bath
    Posted
    25/01/2016 (16:28) 
    Company
    Job Type
    Permanent 
    Description

    Investments Administrator
    Bath
    £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 or in hard copy…

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    Salary/Rate
    £18000 - £23000/annum Benefits and Career Progression  
    Location
    Southampton
    Posted
    20/01/2016 (14:21) 
    Company
    Job Type
    Permanent 
    Description

    I am currently working on a fantastic opportunity working within a large Finance company based in Southampton city centre with excellent transport links.

    My client is looking for an Investment Administrator to join their busy team on a 12 month fixed term contract.

    The main purpose of the role is to be part of a team and you will have responsibility which may include control of day to day administration processes, risk management, query resolution, staff support, continual improvement and maintenance of customer and supplier relationships. The job holder will be expected to act in line with departmental and corporate procedures, policies…

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    Salary/Rate
    £21000 - £24000/annum OTE (60,000) 
    Location
    London
    Posted
    25/01/2016 (15:35) 
    Company
    Job Type
    Permanent 
    Description

    We are currently recruiting for an Investment Consultant for our client to work in Edgware, Middlesex and central London locations.

    You will be working Mon - Fri 830am - 530pm (40 hrs per week)

    Duties & Responsibilities
    As a dynamic, driven investment consultant you are required to advise our clients on property investment products from around the world, thus closing business on the company’s behalf. Most business will be conducted over the phone, so you’ll be expected to develop and nurture client relationships in view of hitting personal and corporate sales targets.

    Investment consultants must be top-class communicators, with the ability…

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    Job Type
    Permanent 
    Applications
    More than 10
     
    Salary/Rate
    £17000 - £18000/annum 
    Location
    Alton, Hampshire
    Posted
    08/02/2016 (16:25) 
    Company
    Job Type
    Permanent 
    Description

    Job Purpose,
    To work as part of the Investment Research Team and assist in the completion of its responsibilities. The role is for a trainee and full training will be provided on all duties and responsibilities.

    Duties and responsibilities include:

    Investment Research
    Assist the Head of Investment Research in the completion of analysis including the selection and ongoing monitoring of our preferred investments. Assist in writing the Agenda and Minutes from the Investment Committee Meetings and compiling meeting packs and any associated research.

    • Fund Reviews & Performance Comparisons
    Producing fund reviews and performance comparisons…

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    Salary/Rate
    £30000/annum 
    Location
    Worcestershire
    Posted
    03/02/2016 (14:21) 
    Company
    Job Type
    Permanent 
    Description

    Job Title: Junior Investment Manager
    Location: Worcester
    Salary : £30,000

    This independent wealth management firm has won a number of awards for the service they have provided, whilst working alongside regulators to ensure they are providing the best independent advice to their clients. One of their unique aspects is that they have developed expertise in areas that do not require the involvement of financial or insurance company products.

    They are currently seeking a Trainee Investment Manager who will work closely alongside the Chief Investment officer while pursuing their CISI/ CFA to become fully qualified.
    Role:
    *Administration and management…

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    Salary/Rate
    £20000 - £30000/annum 
    Location
    City of London, Greater London
    Posted
    04/02/2016 (16:06) 
    Company
    Job Type
    Permanent 
    Description

    Trainee investment manager
    We are a leading global investment management firm, servicing clients on a worldwide basis.
    International travel is supported through the company.

    Based in the city of London, we manage assets on behalf of individual clients, pension funds and corporate institutions, making us one of the largest independent investment managers in the UK.

    We have 17 offices around the world with our headquarters based in the city of London
    Investment management is our profession and our investment approach is on a professional standard that not only meets our clients’ needs but exceeds their expectations.

    We are FCA regulated…

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    Salary/Rate
    £50000 - £80000/annum Salary DOE  
    Location
    Posted
    08/02/2016 (09:18) 
    Company
    Job Type
    Permanent 
    Description

    Stafffinders are currently recruiting for experienced Investment Managers for our client based in Glasgow.

    The successful candidate will be required to manage a portfolio of high net worth clients and be fully involved in the promotion and marketing of the company’s services. You must be able to build exceptional relationships with HNW clients that need life planning advice ensuring a steady stream of opportunities & if you can bring clients with you this is advantageous but in the first instance it’s going to be based on your attitude and drive.

    The ideal candidate will have excellent investment credentials with the ability to describe…

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    Job Type
    Permanent 
    Applications
    Less than 10
     
    Salary/Rate
    £20000 - £40000/annum £20,000 + Com OTE £40,000 
    Location
    Surbiton
    Posted
    11/02/2016 (15:02) 
    Company
    Job Type
    Permanent 
    Description

    Property Investment Consultant - Surbiton
    £20,000 + Com OTE £40,000

    The Empire Property Group is a well established and successful Property Investment Company based in Surbiton, Surrey. We specialize in all aspect of property investment, particularly in the sale of Below Market Value properties.

    We have an excellent opportunity for an intelligent, highly driven and self motivated individual with an excellent telephone manner.

    Your role will be to sell our Investment properties to our large database of investors. As most of the sales are carried out over the phone, you will need to have an excellent telephone manner and the confidence…

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    Job Type
    Permanent 
    Applications
    Less than 10
     

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    Salary/Rate
    £35000 - £45000/annum + Bonus 
    Location
    Bath
    Posted
    21/01/2016 (16:12) 
    Company
    Job Type
    Permanent 
    Description

    Investment Administration Team Manager
    Bath
    Up To £40,000 + Bonus

    This award winning Investment Company are currently recruiting for Investment Administration Team Manager to join their team in Bath. The purpose of this role is to maintain and enhance service excellence within the Investment Team. The Team Manager will manage the core processes of the team and will be reporting into the Head of Investment Administration.

    Key Responsibilities
    * Management of the core team processes
    * Nominee reconciliation and controls and servicing
    * Cash and unit reconciliation
    * Settlement and treasury services for both the nominee's and the customers…

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    Salary/Rate
    £20000 - £25000/annum 
    Location
    Bournemouth, Hampshire
    Posted
    02/02/2016 (17:31) 
    Company
    Job Type
    Permanent 
    Description

    I am currently recruiting for an experienced Pensions and Investment Administrator to join our client based down in Bournemouth.
    Due to expansion they are looking for another Administrator to join the team providing full administration support on Pensions, Investments, Mortgages and Protection products.

    Key Responsibilities will include:

    * Gather information from product providers on new clients existing Pension and Investment policies
    * Submit new business on chosen platforms and produce paperwork for the advisor's to complete
    * Produce Suitability letters
    * Submit Mortgage and Protection applications

    What we are looking for:

    * Minimum…

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    Salary/Rate
    £18000 - £25000/annum 
    Location
    Charminster, Dorset
    Posted
    26/01/2016 (16:21) 
    Company
    Job Type
    Permanent 
    Description

    Pensions and Investment Administrator
    Dorset Location
    £18,000 upwards d.o.e
    Monday to Friday - full time position

    CJ Recruitment are excited to be working with a fast growing Broker who pride themselves on being a dynamic and friendly company that strive to ensure that all of their staff enjoy Mondays!

    They are no on the look for a self-motivated and confident Pensions and Investments Administrator.

    As a Pensions and Investments Administrator, your role will involve assisting with all administrative work relating to Investments, Pensions, Mortgages and Insurance applications, plus other administration duties as and when required. This will…

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    Salary/Rate
    £12 - £13/hour 
    Location
    Chertsey
    Posted
    18/01/2016 (15:30) 
    Company
    Job Type
    Temporary 
    Description

    Marketing Investment Executive.

    Chertsey.

    £12.00 per hour.

    6 Months.

    Our clients, located in Chertsey, are looking for a marketing investment executive to join their team.

    Responsibilities include:

    Help support the team and assist senior managers and directors in order for the team to fully operate.
    Support management of the EHQ marketing budget.
    Operation of the marketing investment process.
    Administration support to the marketing investment process.
    Team administration and project support.
    Month end finance support.
    Sample management.
    General ad-hoc as required. Experience and skills required:

    Attention to detail.
    Flexible…

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    Job Type
    Temporary 
    Applications
    Less than 10
     
    Salary/Rate
    £19000 - £22000/annum Benefits 
    Location
    Manchester
    Posted
    28/01/2016 (15:24) 
    Company
    Job Type
    Contract 
    Description

    Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. They now require an Investment Administrator to join their team based in Manchester.

    The main purpose of the role is to ensure all Investment Operations deliverables are actioned on time in accordance with service level agreements, agreed quality standards and regulatory requirements. You will also be responsible for investigating all queries and exceptions.

    Candidates will have Good understanding of investment

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    Location
    London
    Posted
    20/01/2016 (12:04) 
    Company
    Job Type
    Permanent 
    Description

    In-House Investment Management Recruiter - London - competitive salary and industry leading benefits

    At randstad sourceright we're looking for team players who have what it takes to deliver exceptional results under pressure and where speed, knowledge and commitment is of the essence.

    If you want to be part of our world class team and this opportunity sounds like your next career move we are looking forward to hearing from you…

    Working with a large Investment Management organisation, the successful Recruiter will be instrumental in supporting the recruitment process. This is a fast paced and dynamic role where you will be responsible…

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    Salary/Rate
    £20000 - £25000/annum (Depending on Experience)+Bonus 
    Location
    Bolton
    Posted
    09/02/2016 (09:47) 
    Company
    Job Type
    Permanent 
    Description

    On behalf of our Bolton based client, we are now seeking Investment Claims Advisors o join an expanding organisation.

    £20,000 - £25,000 basic salary plus bonus.
    Monday - Friday: 9:30am-5:30pm and/or 11:30am - 7:30pm
    Immediate interviews and imminent start dates available.The role will involve handling inbound, warm calls from members of the public who have potentially lost money as a result of investing in such Investment products as ISAs and investments bonds which may have been mis-sold. Always working to the highest level of compliance, the Advisor will manage their own caseload of work and look to identify any potential mi-selling in order…

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    Salary/Rate
    £24000 - £30000/annum Bonus + Extensive Benefits 
    Location
    Manchester
    Posted
    10/02/2016 (15:35) 
    Company
    Job Type
    Permanent 
    Description

    Our client is a prestigious investment house providing private banking, portfolio management and independent financial advice to a range of HNW individual and corporate clients. Enjoying an excellent reputation in the marketplace demand for their services continues to grow.

    A requirement has arisen within their portfolio management division to support senior managers in the provision of a range of services to their clients. This will focus predominately on investment work, providing support where required in drafting letters to clients, monitoring portfolios and calculating Capital Gains Tax.

    Given the demands of the role applicants…

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    Job Type
    Permanent 
    Applications
    Less than 10
     
    Salary/Rate
    £25000 - £32000/annum DOE 
    Location
    Liverpool
    Posted
    29/01/2016 (16:58) 
    Company
    Job Type
    Permanent 
    Description

    My client, a well-established wealth management house in the heart of Liverpool, is looking for a Middle Office Analyst to join their growing Trade Support team.

    Responsibilities:
    -Completion of the whole trade lifecycle
    -Assistance with dealing across fixed income, equities and emerging markets
    -Completion of corporate actions, settlements and trade processing
    -Liaising with third parties

    Desirable Criteria:
    -2-4 years experience in a wealth or investment management firm
    -Excellent academics
    -Industry qualification such as IMC or IAD
    -Working knowledge of investment operations, including settlements and corporate actions

    Note, this is a highly…

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    Salary/Rate
    £18000/annum OTE £60K 
    Location
    Kingston upon Thames
    Posted
    21/01/2016 (16:27) 
    Company
    Job Type
    Permanent 
    Description

    Are you ambitious? Do you have a passion to succeed in the lucrative property investment sales market? Do you want to make money and be part of an exciting, fast-growing company?

    A fantastic and rare sales opportunity has arisen with our client, a successful and rapidly expanding property investment company, to join their energetic and passionate sales team.

    As an Investment Sales Consultant you will be responsible for converting hot leads into closed deals so you must have proven ability to sell and communicate excellently with clients at all levels of seniority.

    To enjoy the fantastic earning potential of this job, you will need…

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    Salary/Rate
    £20000 - £25000/annum DOE 
    Location
    Liverpool
    Posted
    29/01/2016 (17:06) 
    Company
    Job Type
    Permanent 
    Description

    My client, a well-established wealth management house in the heart of Liverpool, has an exciting opening for an Investment Management Trainee. This is a prestigious position for a high calibre individual with a genuine interest in the wealth management sector.

    Responsibilities:
    - Shadowing fund manager
    - Attending client meetings
    - Reviewing portfolios across asset classes including fixed income, equities, emerging markets and real estate
    - Assisting in analysing funds

    Essential Criteria:
    - Previous experience in a buy-side environment
    - Educated to degree level or equivalent
    - Exceptional academics
    - Strong communicator with the confidence…

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    Job Type
    Permanent 
    Applications
    More than 10
     
    Salary/Rate
    £270/day 
    Location
    Posted
    24/01/2016 (07:00) 
    Company
    Job Type
    Contract 
    Description

    Huntswood is a specialist resourcing and consultancy firm working in governance, compliance and complaints. They provide resource to help companies solve their regulatory issues and expert advice to help them govern responsibly and better manage ongoing regulation.

    We have a number of contract-based opportunities in Normanton starting in February 2016. These are full time contracts where you will be required to work a shift allocated between 8am and 8pm, and the occasional Saturday could be involved. These are highly targeted and there is an expectation to complete the weekly targets that are set.

    Role responsibilities:

    You will be…

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    Job Type
    Contract 
    Applications
    Less than 10
     
    Salary/Rate
    £18/hour 
    Location
    Esher, Surrey
    Posted
    25/01/2016 (09:43) 
    Company
    Job Type
    Contract 
    Description

    Temporary Financial & Investments Accountant
    Esher

    3-6 Month Contract

    £18 per hour

    Within this role you will assist the Corporate Group Accountant in the provision of financial services for the Resources, Corporate Development and Community Development Portfolios. You will prepare and monitor revenue estimates and produce final account information, undertake and manage treasury activities, and reconcile and control the Cash Book.

    The successful candidate will be a Qualified Accountant /Part Qualified Accountant with significant experience of accounting and budgeting processes and frameworks. Experience in Cash Management within a Local…

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    Job Type
    Contract 
    Applications
    More than 10
     

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