The Company: Our client is a wealth management company, highly recognised and fantastic reputation. The Role: The Business Manager will work closely with the Front Office, specifically with the Client Services teams and senior stakeholders to drive business, technological and regulatory related improvements across the Client Services team. The … Business Manager will focus on developing strategic plans to support the Wealth Management firms long-term goals and help identify areas for improvement and implement change to increase efficiency to meet the needs of a rapidly growing business. The Business Manager will provide analytical support to the Client Services … Team across all aspects of the Wealth Management business The Business Manager will provide support/lead on IT Projects as required, be a key driver of change andwill act as point of contact for new investment services as required. The Business Manager will collaborate with wider Wealth more »
The Company: Our client is an Investment and Wealth management company, highly recognised and fantastic reputation. The Role: The ISA Asset Transfers Analyst role will sit within the ISA & Asset Transfers team. The successful candidate would ideally have an understanding of Trade Settlements processes and Asset Transfers and more »
fund manager, offering a range of funds which invest in the UK, Europe, United States and across the world. They are a dedicated, active investment house, specialising in investmentmanagement for both retail investors, as well as institutional investors. Your company activities seek to promote the long … behalf of their clients. Your new role: The focus will be mainly Charles River (customisation, upgrades, new workflows, long term solutions to issues, relationship management of Charles River as a vendor), however could be there to support further business knowledge growth on other projects which may include Investmentmore »
Central London, London, United Kingdom Hybrid / WFH Options
Deerfoot I.T. Resources Limited
have Deputy Head of Compliance experience, and are you seeking a new hybrid job? Our client is looking for a Deputy Head of Compliance (Investment Mgt/Financial Services background with retail clients experience) in London Mayfair, and the remote role comes with an attractive salary package £80k-£100k … with changes to relevant regulations and industry developments Developing and delivering compliance training and awareness programmes for staff You'll also have: Experience in InvestmentManagement/Financial Services background with retail client experience Significant senior experience in compliance, ideally within a CASS compliance role Excellent communication and more »
experience should include: You will be holding SMF16/SMF17 with your current or past employer - ESSENTIAL Experienced in MLRO Finance background in Wealth InvestmentManagement sector with retail clients Knowledge of FCA regulations and industry best practices Excellent communication and interpersonal skills The ability to build effective more »
THE COMPANY An established and highly reputable Wealth Management firm based with the City of London. THE ROLE The Sales Trainer will work closely with the Front Office InvestmentManagement and Financial Planning teams to focus on building out new client business and maintaining client business already … seminars both in person and virtually. The Sales Trainer is to assess individual training needs of team members and customise accordingly for the WEALTH MANAGEMENT business. The Sales Trainer will work alongside the WEALTH MANAGEMENT firms sales leadership to identify areas of improvement and build on strategies to … better them. The Sales Trainer will design and deliver an effective new joiners proposition and sales programme as well as effective sales management training. The Sales Trainer is expected to evaluate all training programmes through feedback mechanisms and performance metrics. The Sales Trainer will provide continuous coaching and support more »
City of London, London, United Kingdom Hybrid / WFH Options
Ashdown Group
C# Developer Hybrid London - £55,000 A global investmentmanagement firm committed to delivering better outcomes for its clients is looking for a technical C# Developer to join their Development team. With a diverse network of perspectives, they design innovative solutions tailored to meet investors unique needs. This more »