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Job Title
Salary/Rate
£45,000 - £50,000/annum 
Location
Posted
06/04/2016 (10:07) 
Company
Job Type
Permanent 
Description

Job Title: Investment Manager
Location: Bath
Salary: £45,000 - £50,000

An ever growing, exceptional company within the financial sector has expressed a need for a highly driven, confident and organised Investment Manager. A full time position with a salary starting from 45k.
Key Responsibilities will be;
* Portfolio Administration; Using research tools, asset allocation decision making, documenting and maintaining a strong audit trail in line with internal FSA requirements.
* Analysis; report and presentation analysis, risk and return profile of asset types and monitoring markets and performance of competing funds.
* Investment Committee…

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Job Type
Permanent 
Applications
Less than 10
 
Job Title
Salary/Rate
£80,000 - £120,000/annum 
Location
London
Posted
07/04/2016 (18:28) 
Company
Job Type
Permanent 
Description

Investment Partner

£80,000 - £120,000 + Package

London, City OR West End

Our client is a specialist firm operating in around the West End and parts of the City. They have a very strong reputation on agency and investment and have been established for 200 years. They have clients including M&G investments, Land Security, Standard Life and many other clients. They focus all of their efforts on making the clients properties work better. They do this by ensuring their employees have the best exposure to the client and understand the role in every detail. They offer a fantastic atmosphere and ensure that it's a fun place to work.

Role

The role…

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Job Type
Permanent 
Applications
Less than 10
 
Salary/Rate
£80,000 - £100,000+/annum bonus & package  
Location
London
Posted
28/04/2016 (16:47) 
Company
Job Type
Permanent 
Description

Investment Surveyor

London

Capstone Property Recruitment have been instructed to recruit an Investment Surveyor to join a niche consultancy based in the West End. The team provides a dedicated investment consultancy to Landlords across all user clauses advising on acquisition and disposal. The team provides creative and practical solutions and options to their clients, working to create long-term, enduring relationships which will generate added value for their clients.

The role will involve

* Assisting in valuation and cash flow analysis for clients.
* Undertaking extensive property due diligence in support of investment acquisition…

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Salary/Rate
£18,000 - £25,000/annum £18-25,000 + bens 
Location
Leeds
Posted
28/04/2016 (11:04) 
Company
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 are Compliant…

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Job Type
Permanent 
Applications
More than 10
 
Salary/Rate
£14,000 - £18,000/annum £36,000 OTE , first year 
Location
Bromley, Greater London
Posted
11/04/2016 (11:49) 
Company
Job Type
Permanent 
Description

Our client located in Bromley is a young, lively and energetic Property Investment Company. They are looking to recruit a Telesales Advisor to join their sales team. The role will involve selling investment services to customers who have made enquiries about their services and properties. They will work in a team of about 10 advisors aged between 19 - 30 years.
They are looking for people wanting to build a career and progress up the ranks, internal promotion is a strict company policy and there is "no glass ceiling". Although property experience will be of an advantage initially it is not essential as training will be given
Duties:
• Working…

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Job Type
Permanent 
Applications
More than 10
 
Salary/Rate
£18,000 - £24,000/annum 
Location
Bath
Posted
20/04/2016 (15:57) 
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…

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Salary/Rate
£16,500 - £18,000/annum 
Location
Leeds, West Yorkshire,   Also in other locations
    Posted
    22/04/2016 (15:20) 
    Company
    Job Type
    Permanent 
    Description

    I am currently recruiting for an administrator to join a leading financial services organisation based in Leeds, you will be responsible for carrying out instructions quickly and efficiently.
    *Core Office Hours*

    Duties will include:

    Processing notifications to Trustees and inform of dealing decisions.
    Keeping clients updated with share movements
    Sending trading confirmations
    Identifying and correcting discrepancies
    Assisting with processing applications received by Post, Fax, Email and Telephone
    Checking Investor applications
    Providing information to Investors
    Assisting in resolving complaints
    Maintaining an awareness of the investment

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    Salary/Rate
    £18,000 - £21,000/annum Pension, Healthcare, Life Assuranc 
    Location
    Godalming, Surrey
    Posted
    12/04/2016 (11:48) 
    Company
    Job Type
    Permanent 
    Description

    This is an excellent opportunity to work for a leading Investment company based in Godalming. Our client is renowned for training and developing their employees and investing in their people.

    For this role you will need a minimum of CF1 or equivalent and 2 years’ experience dealing directly with clients in the financial services sector. A full understanding is required of the different products relating to pensions, investments, life assurance and mortgages.
    Key Attributes needed for this role;
    An excellent telephone manner and customer service skills.

    The ability to work in a structured and planned manner especially when under pressure…

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    Salary/Rate
    £27,000 - £32,000/annum £27k - £32k + Pension + Bo 
    Location
    Leeds
    Posted
    15/04/2016 (16:39) 
    Company
    Job Type
    Permanent 
    Description

    Investment Analyst - Graduate- £27k - £32k + Bonus + Pension – Location: Leeds

    Must have 1 year relevant work experience or similar + a passion for the investment industry + maths A-level or similar and a maths/finance related degree or similar.

    The Company is a leading global professional services business based in Leeds that helps organisations improve performance through effective people, financial and risk management. With over 90,000 associates worldwide, this business has won various awards for excellence within investment advisory sector. The company will offer exceptional promotional prospects, coupled with long term career stability…

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    Job Type
    Permanent 
    Applications
    More than 10
     
    Salary/Rate
    £12,000 - £70,000/annum Salary + OTE Uncapped Commissions 
    Location
    Croydon, Greater London   Also in other locations
      Posted
      11/04/2016 (12:05) 
      Company
      Job Type
      Permanent 
      Description

      Salary: £10,000 - £12,000 + Commissions (OTE; £50,000+ first year)

      An exciting opportunity has arisen for multiple Trainee Brokers to join a growing and well established major Investment Brokerage based in East Croydon, Greater London. Whilst traditional investment markets such as property, blue chip stocks or the FTSE for example, have been static or have seen losses over the last five years, many of the investment products that you will be involved in offering have seen yearly double-digit returns.

      The products you will be involved in selling are a range of exciting investments and commodities designed to suit the needs of every investor…

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      Salary/Rate
      £12,000 - £75,000/annum Salary + Uncapped Commissions 
      Location
      Croydon, Greater London   Also in other locations
        Posted
        07/04/2016 (13:19) 
        Company
        Job Type
        Permanent 
        Description

        An exciting opportunity has arisen for multiple Trainee Brokers to join a growing and well established major Investment Brokerage based in East Croydon, Greater London. Whilst traditional investment markets such as property, blue chip stocks or the FTSE for example, have been static or have seen losses over the last five years, many of the investment products that you will be involved in offering have seen yearly double-digit returns.

        The products you will be involved in selling are a range of exciting investments and commodities designed to suit the needs of every investor. Fine Wine as an investment for example is a hugely stable market, far…

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        Salary/Rate
        £20,000 - £23,000/annum 
        Location
        Northwich
        Posted
        29/04/2016 (13:40) 
        Company
        Job Type
        Permanent 
        Description

        Investment Operations Officer - Northwich- Salary £20,000 - £23,000, 25 Days Holiday, Pension, Life Insurance, Gym, On-Site Parking

        Due to exciting period of growth and development we are looking for an experienced Investment Operations Officer with a strong background in wealth management to work within the Northwich area. You will have experience within financial services, with excellent attention to detail and have the ability to communicate effectively within your team, you will be reporting to the Treasury Operations Manager.

        As the Investment Operations Officer your job will involve:

        * Providing administrative support ensuring…

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        Job Type
        Permanent 
        Applications
        Less than 10
         
        Salary/Rate
        £26,000 - £28,000/annum 
        Location
        Glasgow
        Posted
        20/04/2016 (12:26) 
        Company
        Job Type
        Permanent 
        Description

        Do you have a significant working knowledge of investment products? Have you got experience handling complaints, or with past business review?

        Reed Insurance are recruiting for Senior Case Handlers with investments experience to join the UK's leading business process outsourcing organisation on a permanent basis. Working on behalf of their financial services client, you'll be based in Glasgow city centre close to Glasgow Central station.

        This position offers a salary of £26,000 - £28,000 per annum (depending on experience) and excellent progression opportunities to candidates with experience with investment products and complaints / review…

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        Salary/Rate
        £55,000 - £75,000/annum package  
        Location
        London
        Posted
        28/04/2016 (09:01) 
        Company
        Job Type
        Permanent 
        Description

        Capstone Property Recruitment have been instructed by a boutique property investment company operating in Central London and the Regions. Privately funded, the Company has acquired a portfolio of prime assets which its activity manages through investment and development initiatives in order to drive income and capital growth for its shareholders.

        The company currently has prime central office development projects in the City of London, Farringdon and Midtown with student residential developments in Leicester and Cardiff, as well as good quality standing investments in prime West End locations.

        A Development and Investment manager is required…

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        Job Type
        Permanent 
        Applications
        Less than 10
         
        Salary/Rate
        £13,500 - £50,000/annum Salary + Uncapped Commissions 
        Location
        Guildford, Surrey   Also in other locations
          Posted
          21/04/2016 (18:32) 
          Company
          Job Type
          Permanent 
          Description

          Salary: £13,500 + Commissions (OTE; £50,000+ first year)

          An exciting opportunity has arisen for multiple Trainee Investment Brokers to join a growing and well established Investment Consultancy based just outside of Guildford, Surrey. Whilst traditional investment markets such as property, blue chip stocks or the FTSE for example, have been static or have seen losses over the last five years, many of the investment products that you will be involved in offering have seen yearly double-digit returns.

          The products you will be involved in selling are a range of exciting investments, assets and commodities designed to suit the needs of every investor…

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          Salary/Rate
          £18,500/annum 
          Location
          Norwich
          Posted
          Just Added!
          Company
          Job Type
          Permanent 
          Description

          Investment Analyst Assistant - Norwich - £18,500

          My client is a leading provider of highly valued discretionary Financial Planning and Wealth Management in the East Anglia region.

          They are looking for a candidate with a real interest in financial and investment markets, who has exceptional attention to detail and strong numerical, analytical and problem solving abilities. We need you to be self- motivated (you will undertake a program of time-bound professional qualifications) and capable of working calmly under pressure to ensure client servicing and deadlines are met.

          Joining the team within the Wealth Management and Financial Planning…

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          Location
          Swindon
          Posted
          08/04/2016 (16:47) 
          Company
          Job Type
          Temporary 
          Description

          I have a fantastic opportunity for an Investment Platforms SME to join our prestigious financial services group based in Swindon offering £450 - £600 per day. The role is typically looking for SME with knowledge about Wealth Management platforms in general and an appreciation of technologies / standards in the space. It will require an SME who can undertake a review of current organisation capability, business model and operational processes. You will have demonstrable experience of integration technologies, management data entities. hosting options for investment platforms and advisor tools and will have helped organisations build and run sustainable…

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          Job Type
          Temporary 
          Applications
           
          Salary/Rate
          £19,000 - £22,000/annum Benefits 
          Location
          Manchester
          Posted
          18/04/2016 (10:24) 
          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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          Job Type
          Contract 
          Applications
          More than 10
           
          Location
          Sawbridgeworth, Hertfordshire
          Posted
          18/04/2016 (12:31) 
          Company
          Job Type
          Permanent 
          Description

          Since the launch of our holiday brand in 2011 the company has grown phenomenally going from strength to strength and as a result the demand for new recruits is high. Due to our success we have an exciting opportunity for a Lodge and Investment Specialist.

          We are seeking a great sales person with a proven track record, if you have experience in investment, private equity or property sales this role maybe your dream job.

          The role is offered with a comfortable basic and the commissions are uncapped, the area of the business is across the UK covering 8 of our parks located in Suffolk, East Sussex, Norfolk, Essex, Cambridge,Berkshire, Devon…

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          Salary/Rate
          £25,000 - £35,000/annum 
          Location
          Birmingham
          Posted
          19/04/2016 (15:01) 
          Company
          Job Type
          Permanent 
          Description

          Trainee Investment Advisor
          Birmingham

          Job Purpose:

          The aim of the Trainee Investment Advisor scheme is to provide candidates with a comprehensive range of experience and training.

          Trainee Investment Advisors will provide support and assistance to the branch/desk, but duties and responsibilities will change over time. You are expected adapt to these changing responsibilities and to use them in the learning as well to provide professional support to those using the department's resources.

          Key Areas of Responsibility:

          The Trainee Investment Advisor Scheme is a 36 month long programme during which you will gain significant practical experience…

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          Job Type
          Permanent 
          Applications
          More than 10
           
          Salary/Rate
          £60,000 - £80,000/annum Bonus + Benefits 
          Location
          Cambridge
          Posted
          18/04/2016 (10:25) 
          Company
          Job Type
          Permanent 
          Description

          One of the UK's most prestigious investment management firms, our client is seeking to recruit an experienced investment manager into its Cambridge office.

          The business is looking to attract a dynamic, entrepreneurial and proactive discretionary investment manager who has a loyal client following and significant assets under management to transfer. Individuals who do not have discretionary experience and do not have their own clients will not be considered.

          Applicants will be at least Level 4 qualified although it is highly likely that candidates will have secured either the PCIAM or Masters in Wealth Management. Current CF30 authorisation…

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          Job Type
          Permanent 
          Applications
          Less than 10
           
          Location
          Swindon
          Posted
          08/04/2016 (10:22) 
          Company
          Job Type
          Contract 
          Description

          *** I am actively seeking an Investment Platforms SME with specialist knowledge of the IT capabilities of investment platforms and Advisor tools to work onsite here at Nationwide Building Society, Swindon. You will have demonstrable experience of integration technologies, management data entities. hosting options for investment platforms and advisor tools and will have helped organisations build and run sustainable, profitable Platform and Advisory businesses.

          Advantage xPO is in the top 1% of staffing companies in the world. With a truly global footprint. Advantage xPO specialises in recruitment outsourcing. Working with some of the leading…

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          Job Type
          Contract 
          Applications
          Less than 10
           
          Salary/Rate
          £50,000 - £60,000/annum 
          Location
          Bracknell
          Posted
          20/04/2016 (16:43) 
          Company
          Job Type
          Permanent 
          Description

          Wealth Investment Specialist - CASS

          Salary: up to £60,000

          My client, a wealth management and investment company, are looking for a candidate with a strong background in Financial Analysis and handling regarding customers/clients assets and monies management in line with CASS policies.

          The Role:

          You will be responsible for providing technical guidance to the operations team on CASS related issues. Responsibilities include:

          * Leading CASS policy and compliance
          * Leading the design and implementation of CASS policies and procedures
          * Identifying weaknesses and system enhancements to processes
          * Project managing the implementation of recommendations…

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          Job Type
          Permanent 
          Applications
          Less than 10
           
          Salary/Rate
          £35,000 - £50,000/annum + Bonus and Benefits 
          Location
          Wythall, West Midlands
          Posted
          12/04/2016 (14:29) 
          Company
          Job Type
          Permanent 
          Description

          Investment Reporting Analyst

          The role:
          As an Investment Reporting Analyst, you’ll be working as part of the Investment Office team, providing support to the Investment Reporting Manager. You’ll undertake a key role – primarily responsible for producing governance reporting and supporting the development and production of investment communications in relation to all LifeCo and Group Assets, with nominal supervision from the Investment Reporting Manager.

          You will work collaboratively across the Investment Office department, your day to day role will focus on compiling investment reporting and developing performance reporting information…

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