5 Investment Management Jobs in the North of England

K Salary (depending on experience) The Client A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth Individuals The Role This is an exciting opportunity for an individual to be part of a team performing various administrative … support tasks in a Wealth Management environment. The Financial Planning Administrator will have financial planning/IFA client services experience and will provide a high level of support to a team of Financial Advisors. The Financial Planning Administrator will liaise and communicate successfully with external clients, internal key stakeholders … Insurance Companies and External Platform Providers, Investment Managers. The Financial Planning Administrator will provide support to assist the Financial Planning Team in reaching new business and provide support to the relevant Financial Adviser or Wealth Consultant in detailed research (quotes, product selection and existing product review) in preparation of more »

Account Manager Investment Management ** ** Salary between £30,000 - £40,000 ** ** Six Monthly Bonuses, up to £12.5%!! ** ** Location: Wilmslow/Hybrid ** NJR Recruitment are currently working in Partnership with a groundbreaking Investment Manager who has changed who has changed the way investors access and use Discretionary Fund Management. …/platform access Deliver Introductory presentations, Client Portal & process training where required Proactively create and manage daily IFA appointments to discuss the Tatton proposition, Investment updates and Investment process Assist with all daily incoming queries, calls and tasks managed by the TAM team ensuring support is delivered to more »

core in financial planning and looking for a new challenge? Recruit UK is working with a firm that surpasses traditional IFA services. As Discretionary Investment Managers and Financial Advisors, they excel in effective investment management and financial planning tailored to their clients' goals and aspirations. Their ethos more »

Candidate Requirements: Must have current/recent client facing (IFA Firm) experience Have existing knowledge/experience of Discretionary Fund Management & Retail Financial Advisers Have a comprehensive knowledge of FCA Handbook Have a thorough understanding of current market regulatory requirements Knowledge of discretionary investment management desirable Excellent … Benefits: Performance bonus Matched pension Private Medical Death in Service Role: A leading compliance consultancy specialising in providing comprehensive solutions to financial institutions and investment firms, are seeking an experienced and motivated Senior Compliance Consultant. This is a remote role with the individual residing in the Yorkshire area. Possessing … expertise in regulatory compliance and risk management, they help clients navigate complex industry requirements and ensure adherence to best practices. The firm values integrity, professionalism and client satisfaction. As a Senior Compliance Consultant, you will play a pivotal role in advising clients on regulatory compliance matters, designing robust compliance more »

our Financial Services client in their search for a diligent and ambitious Compliance Officer based in Leeds City Centre. Our client is a reputable Investment Management firm specialising in Personal and Corporate Finance. Due to an internal promotion, they are now looking for a diligent and ambitious individual more »