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Job Title
Location
City of London  
Posted
30/06/2015 (12:51) 
Agency
Job Type
Permanent 
Description

Investment Manager - Central London
Salary up to £70,000

An established practice that provides wealthy private clients with fee-based financial planning and advisory investment management is looking to attract an Investment Manager to manage £500mil of bespoke, advisory assets on behalf of clients. Reporting to the Board the Investment Manager will work closely with a team of high quality Financial Planners on the management of the portfolios and be responsible for asset allocation, and wider investment management planning.

As the majority of the portfolio is invested into collective investments, you will have full responsibility…

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Salary/Rate
£9.3/hour 
Location
Newmarket  
Posted
29/06/2015 (16:20) 
Agency
Job Type
Temporary 
Description

Our client based in Suffolk are currently looking to recruit a Investment Assistant on a temporary basis.

Duties

To be a dealer and conduct general administration services for the Investment Management Team (IMT), involving the management and administration of accounts, audit of transactions and general administrative support for the Investment Management Team.

Key areas involve:

Processing of trades

Administrative support

Produce reports

Run training sessions on investment issues for other members of staff

Ensure Compliance issues are met

Plan, organise and prioritise your workload

About you

You will have an interest…

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Job Type
Temporary 
Applications
Less than 10  
 
Job Title
Salary/Rate
£38000 - £48000/annum pension, holiday, bonus 
Location
Leicester  
Posted
30/06/2015 (12:58) 
Agency
Job Type
Permanent 
Description

INVESTMENT MANAGER:

Through company succession planning, a Financial Organisation in Leicester are now recruiting an Investment Manager to join their on-going success story. Candidates with knowledge of Investment funds are urged to apply, potentially looking for a new challenge, as well as those with exceptionally strong backgrounds within Financial Services holding a valid SPS and CISI Qualification (or equivalent)

BENEFITS:

-£40,000 - £45,000 Per annum negotiable
-Competitive bonus incentives
-Private Healthcare, Pension

WORKING HOURS:

-Monday - Friday 8.00am - 4.30pm
-Some additional flexibility may be required as per the needs…

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Job Type
Permanent 
Applications
Less than 10  
 
Job Title
Location
Glasgow  
Posted
27/06/2015 (11:04) 
Agency
Job Type
Contract 
Description

Reed Insurance will be working in partnership with a market leading outsourcing organisation in the near future to recruit for experienced Investment Reviewers to join an existing project. You will investigate, assess, reach a conclusion, perform accurate calculations and provide a high standard of customer service on individual cases in line with relevant product, procedural and regulatory requirements. This role will be offered on a fixed term contract (likely 8 months+), and will be based in Glasgow.

This position will offer a salary upwards of £34,000 per annum (TBC)

Role Description

You will be required to conduct a thorough…

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Job Type
Contract 
Applications
More than 10  
 
Salary/Rate
£34000/annum 
Location
Glasgow  
Posted
16/06/2015 (09:31) 
Agency
Job Type
Contract 
Description

Reed Insurance will be working in partnership with a market leading outsourcing organisation in the near future to recruit for experienced Investment Reviewers to join an existing project. You will investigate, assess, reach a conclusion, perform accurate calculations and provide a high standard of customer service on individual cases in line with relevant product, procedural and regulatory requirements. This role will be offered on a fixed term contract (likely 8 months+), and will be based in Glasgow.

This position will offer a salary upwards of £34,000 per annum (TBC)

Role Description

You will be required to conduct a thorough…

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Job Type
Contract 
Applications
Less than 10  
 
Salary/Rate
£18000 - £19000/annum Benefits 
Location
Northamptonshire  
Posted
23/06/2015 (12:44) 
Agency
Job Type
Permanent 
Description

Investments Administrator - Kettering, Northamptonshire - £18,000

We are leading the search for a financial planning practice that delivers fee-based advice to a range of private & corporate clients; the business is the preferred choice for many professional practices within the Accountancy and Legal space. They are on the look out for an experienced Investment Administrator who will be based out of their Kettering office.

Key Tasks

To provide a professional level of administrative support to the team of Investment Advisers.
Under supervision from the Office Manager take responsibility for office administration, set up basic office…

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Job Title
Location
City of London  
Posted
10/06/2015 (17:37) 
Agency
Job Type
Permanent 
Description

The Fund has secured significant capital to date and continues to raise additional finance to grow the PRS Fund.
Having already acquired a number of residential blocks since the Fund was launched.
The role will predominately be focusing on acquiring additional assets in regional towns.
Reporting in to the portfolio manager you will be responsible for leading and managing these transactions.

In order to be considered you WILL:-

*Hold circa 5 years investment experience
*Have been involved in development projects with a GDV of £10m (residential advantageous not essential)
*Experience of cash flow modelling

If you are interested…

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Salary/Rate
£16500 - £18500/annum Pro rata 
Location
Northwich  
Posted
29/06/2015 (09:12) 
Agency
Job Type
Contract 
Description

Our client, an established Merchant Bank with presence across the UK and an outstanding reputation for their investment portfolio management proposition, is currently looking to recruit an experienced individual to work within their busy portfolio management division for a 6 month period.

To be considered applicants will need prior administrative experience within the back office division of an investment management organisation and strong reconciliations experience. Applicants will need to be diligent, professional and a genuine team player. Experience of cheque banking, CHAPS Payments, BACS Rejections and Cash Adjustments is also required…

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Salary/Rate
£60000/annum 
Location
London  
Posted
22/06/2015 (13:05) 
Agency
Job Type
Permanent 
Description

Investment Advisors. London based with basic up to £60,000 plus bonus
Our client is an Investment Advisory Wealth Management company and they are looking for possibly 3 Investment Advisors with a minimum of 5 years-experience in the retail sector. You should have experience of advising on Pensions, Retirement Plans, Mutual Funds, ISA’s and Taxation etc. A current client base would be advantageous but you must have the ability to secure new business opportunities and manage a portfolio. Qualifications; RDR Compliant, Financial Development Planning and computer literacy.

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Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£17000 - £25000/annum Earning Potential: £40000 - £75000 
Location
Smallfield, West Sussex  
Posted
17/06/2015 (17:19) 
Agency
Job Type
Permanent 
Description

THE COMPANY

My client are a dynamic Company that uses high technology and who genuinely believe in developing their people. Using their unique Training and Development programme, they aim to realise the full potential of all their staff members. All Departments within the company work closely together and they have very low staff turnover in long term employees. We are based in the City of London, Surrey and Sussex. They provide all property services to their clients including Estate Agency, Lettings, Property Investments, International Investments, and Asset Management.

THE CAREER

A Trainee Investment Advisors are highly energetic…

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Job Type
Permanent 
Applications
More than 10  
 

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Salary/Rate
£15000/annum 
Location
Redhill, Surrey  
Posted
22/06/2015 (12:05) 
Agency
Job Type
Permanent 
Description

Trainee Investment Advisors
Salary: £15,000 plus commission
Earning Potential: £40,000 - £75,000, £25,000 - £35,000 estimated OTE for year one
Hours: 5 day week on roster 9:00 - 19:00 (to include Saturdays)

Our Client, a market leader working within Property Management are looking for a Trainee Investment Advisors. Trainee Investment Advisors are highly energetic people who are at the cutting edge this ever evolving aspect of the business. They help people achieve financial security through property by building high performing property investment portfolios. Working as part of a team is important yet individual performances…

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Job Type
Permanent 
Applications
More than 10  
 
Location
Wimborne, Dorset  
Posted
10/06/2015 (13:34) 
Company
Job Type
Permanent 
Description

Investment Support Administrator - £17,000 - £20,000 dependent on experience

Our Investment Support team are looking for a self-motivated individual to join its busy team based in Wimborne, Dorset. As Investment Support Administrator your main role will be providing services to assist the investment manager in the reporting of and settling of trades that make up a fund’s underlying portfolio. You will also be responsible for:

* Reporting trades that have been received by the investment manager to the fund accountant to be included in the fund’s valuation.
* Monitor unmatched or failed trades in the market and see them through to settlement…

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Salary/Rate
£30000 - £40000/annum Benefits 
Location
Manchester  
Posted
23/06/2015 (15:52) 
Agency
Job Type
Permanent 
Description

My Client is currently looking for an experienced UHNW Investments Paraplanner to join their team in Manchester.

*Responsible for producing bespoke reports, research and fund selection, portfolio risk analysis and cash flow planning
*Investments are structured around advised funds and model portfolio's with the option to use discretionary fund managers
*Providing a full technical paraplanning service for some of the UK wealthiest clients that require a full holistic advice service
*Heavily investment focused role with a clear technical understanding of investments, tax and wrappers
*The bulk of cases are high value discretionary managed…

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Location
Based Wythall (South Birmingham)  
Posted
22/06/2015 (11:37) 
Company
Job Type
Contract 
Description

Relationship Manager - Investments

Financial Service, Life & Pensions
6 Month Day Rate Contract - £Competitive rates
Based Wythall (South Birmingham), West Midlands

The Role

Reporting to a Senior Relationship Manager, you’ll be responsible for managing the day to day operational relationships with our outsourced service providers (OSPs) in respect of the contractual and commercial arrangements in place, ensuring OSP’s and Phoenix adhere to their respective obligations.

Specifically this will involve:

Building and developing excellent working relationships with key staff at the OSP’s and engendering a partnership approach…

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Location
Milton Keynes Village  
Posted
24/06/2015 (17:27) 
Agency
Job Type
Permanent 
Description

Quality Personnel are recruiting for a full time permanent Pensions and Investment Administrator- salary is highly competitive.

Our Milton Keynes based client is a reputable independent financial consultancy.

You will be working closely with 4 Pensions and Investment Advisors assisting with the preparation of client files for case submission.

The role will involve:

-Gathering information
-Research and analysis
-Updating records
-Gathering data
-Submitting applications
-Meeting and greeting clients
-Answering telephones
-Post management
-Processing and reconciling fees

You will:

-Have knowledge of the pensions and investments

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Salary/Rate
£15000 - £17000/annum 
Location
Redhill, Surrey  
Posted
02/07/2015 (10:57) 
Agency
Job Type
Permanent 
Description

Property Investment Advisors
Location: Smallfield
Salary: £17K (6-mths) – 5% commission on all sales (6-mth Probation) – excellent realistic OTE

Lloyd Recruitment is recruiting for our Client who is a well-respected Property Management Company. They are looking for experienced OR trainee Property Investment Advisors. Excellent training, support system and leads program to enable you to maximise your potential earnings. Regular and well attended Investment Seminars to bring on board investors. Client Account Management. Car driver essential.

Hours: Mon – Thurs 0900am – 7.00pm + Sat 0900am-5.00pm (days off: Friday and Sunday…

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Salary/Rate
£43000 - £56000/annum + Excellent Benefits & Bonus 
Location
Birmingham  
Posted
19/06/2015 (16:04) 
Agency
Job Type
Permanent 
Description

Our client, a Global Investment Bank are looking for a Compliance Analyst Surveillance Manager AVP level to join the Compliance Team based in Birmingham. Our client offers not only a competitive salary with excellent employee benefits and the opportunity to earn bonus, but the chance to further your skills and grow your career within an organisation that is growing rapidly.

The Compliance department aims to be useful to the day to day business of the bank. It is a service department and one of the more important responsibilities is to facilitate lawful and ethical business not to prevent it.

In order to help the Bank comply with legal…

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Salary/Rate
£18.39/hour PAYE or Limited Rate available 
Location
Camden, Greater London  
Posted
02/07/2015 (16:15) 
Agency
Job Type
Contract 
Description

Community Investment Programme Officer
Camden
Contract 10 weeks could be longer
£18.39 per hour PAYE of Limited rate

Our client is looking for an experienced Community Investment Programme Officer.

"Role Purpose:
• The post holder will lead on communications and engagement activity for specific CIP projects.
• They will ensure all activity is co-ordinated with the main communications and engagement activity.
• They will liaise with both project managers and directorate engagement teams to join up activity, brief members and ensure consistency across all directorate statutory consultation processes.
• The post holder…

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Job Type
Contract 
Applications
Less than 10  
 
Salary/Rate
£17000 - £20000/annum excellent 
Location
Posted
Just Added!
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…

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Job Type
Permanent 
Applications
 
Salary/Rate
£35000 - £45000/annum Benefits 
Location
West Midlands  
Posted
16/06/2015 (15:50) 
Agency
Job Type
Permanent 
Description

Investment Assistant - Paraplanning

Leading international Private Bank looking to recruit a Investment Assistant/ Paraplanenr to the busy stockbroking team

Duties/Responsibilities

Duties will include

*Assist CROs with the collation of information from a client in order to complete a compliant and sufficiently detailed Investor Profile Form from which the Firm can give advice.
*Construct a partially or fully completed (depending on experience and the case complexity) and compliant Suitability Letter for the CRO(s) to check and sign.
*To collaborate with colleagues in the checking of other teams' Suitability Letters to maintain compliant…

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Salary/Rate
£40000 - £100000+/annum Attractive benefits package  
Location
London or Surrey  
Posted
05/06/2015 (16:29) 
Agency
Job Type
Permanent 
Description

Opportunities at all levels for experienced Pension Investments Consultants due to exciting period of growth for this global consultancy.

CFA or FIA qualified (or equivalent), draw on current expertise in Pension Scheme investment consulting, you will join a team of highly skilled individuals providing market-leading strategic support to a client bank of SME to FTSE100s.

Please quote reference 1365192 . This is just one of the many roles that we are working on, all of which are on our website. We are committed to supporting and promoting diversity in the workplace. Any salary advertised is for search purposes only. If you have not heard…

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Job Type
Permanent 
Applications
More than 10  
 
Salary/Rate
£46000 - £55000/annum Benifits 
Location
City of London  
Posted
22/06/2015 (15:42) 
Agency
Job Type
Permanent 
Description

We are inviting applications for Manager_ Syndications & Corporate Finance for a Global Financial Institution Based in London.

Required Skills:

Transaction execution support for Syndication of Debt as well as Equity and M&A transactions, where specifically responsible for transaction structuring, financial modeling and appraisals, preparation of transaction material (Information Memorandum/ Teaser Notes/ Presentations), transaction marketing and coordination among various parties involved in the transaction
Support for Deal origination (research, identify and pitch to prospective client), Market research and deal screening
Regular updates…

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