progressive, collegiate and is best described as high performance but low ego. This position is with highly entrepreneurial firm who have disrupted the Private Wealth Asset manager space by utilising technology and data in innovative ways. In the last couple of years this firm have grown their client and … look after a significant number of clients immediately. They are looking to hire an experienced investment advisor with an interest in re-inventing the wealthmanagement industry and the attributes to be successful in a dynamic, collegiate and ego-free culture. They are looking for someone who can … Ultra High Net Worth Clients Advise on all aspects of the Client’s Financial Life Plan and implications for wrappers and interaction with investment management Contribute to firm’s approach to lifestyle financial planning Be part of broader firm building initiatives Whilst our client is prioritising the person over more »
an Agile environment and experience with Microservices and event driven architecture is beneficial as is any experience with trading in either investment banking, asset management or wealth management. You will need to be on site for 3 days per week and these roles are inside IR35. more »
Product Owner Location: Hybrid London or Birmingham Salary: £75,000 - £95,000 dependant on experience Role Do you havegreat knowledge of financial services and WealthManagement? Have Experience in managing projects focused on digital solutions, processes and/or digital products? Then this may be the ideal role … a key point of contact in relation with customers. Organize and participate in regular customer status meetings. Must have experience in the following – • Client Management & Portfolio Accounts. • Costs and Charges. • UK & Overseas Settlements. • Custody & Reconciliations. • Cash Management & Reconciliations. • Corporate Actions. • Dividends. • Stock Transfers. • Finance/Accounting. • Client Reporting. more »
This is a 6 Month FTC** The Client Our client is a boutique wealthmanagement company, highly recognised and fantastic reputation. The Role The Client Services Assistant/Sales Support Assistant will provide general and administrative support to the Business Development & Model Portfolio Service team ensuring that the more »
supported in their career. Their UK presence comprises over 50 business professionals delivering audit, tax compliance and advisory, book-keeping, accounting, payroll, company secretarial, wealthmanagement and other administrative services to their clients. They leverage technology in everything they do. They offer a client-focused director-led service … then you are in the right place. You will be fully experienced in all aspects of accounting and tax work, including the preparation of management accounts for large clients, managing end to end accounting and tax filings for limited companies across sectors. You will already be managing your own … can articulate services delivered clearly Experience in managing a team of seniors, semi-seniors and juniors to deliver to the client portfolio under your management Be a role model and fully motivate your team to drive the team forwards Experience in Xero and/or Quickbooks, IRIS and/ more »
digital intelligence with a human touch to enable smarter, more flexible and more secure advice delivery. We are a passionate collective across financial services, wealthmanagement, enterprise software development, UX design and client delivery, that show up every day to help financial institutions to transform how advice is more »
plan, excellent bonus, wonderful working conditions, study towards Chartered Status. My client is an award-winning independent firm providing financial planning and an investment management service to HNW and UHNW Clients with an excellent client base where their staff are supported well, all with an individual career development programme. more »
Financial Controller – Private Debt – CRE (Loan Asset Management) - 2 Positions Available 22 Bishopsgate, London – Hybrid Permanent At AXA IM our purpose, to act for human progress by investing for what matters, is central to every action we take as a business. As a responsible asset manager, we actively invest … FMCG Private Debt, and you will be part of AXA IM Real Assets.DISCOVER your opportunityAXA Investment Managers (AXA IM) is a multi-expert asset management company within the AXA Group, a global leader in financial protection and wealth management. AXA IM is one of the largest European-based … asset managers with approximately 830bn in assets under management as of the end of September 2020. AXA IM employs 750+ investment professionals around the world and operates out of 15 investment centers.Given its growth prospects, the Commercial Real Estate & Infrastructure Fund Management Controlling Group team of AXA IM more »
liaise with TPA on all corporate action matters Good knowledge and understanding of corporate actions (UK and International) and how they impact at a WealthManagement portfolio level Understanding of Book costs in relation to Corporate Actions Central point of contact for all Front Office client queries relating more »
brand with offices around the world is searching for a Business Development Manager to drive new business SaaS revenue for their Private Equity/WealthManagement offering in the UK/EMEA market place. Our client offers a clear career progression path, and uncapped rewards. Job Title – Business more »
global scale with offices across nearly every continent. They operate a wide and large client list, including UHNW individuals, privately and publicly owned businesses, wealthmanagement services, private equity funds, FTSE 250 companies, and major corporations. As mentioned, the investment the firm makes into its people is unrivalled more »
Head of Business Intelligence/Team Lead - Wealth ManagementLondonThe role of Head of Business Intelligence is to lead the development and implementation of reporting and analytics solutions within the IT department. Reporting to the CTO, the role involves setting the vision and strategy for business intelligence, managing a small … team, and collaborating with stakeholders to prioritise and deliver solutions.Responsibilities include capability development, business intelligence solution delivery, performance and quality management, and maintaining technical expertise.The ideal candidate has extensive experience in Business Intelligence, data modeling, Azure platform, SQL databases, and DevOps practices.Desired skills include stakeholder relationship management, familiarity … with big data technologies and Azure cloud architecture, relevant certifications, and project management experience. The role may involve additional duties as required.Skills: * Azure Knowledge: Comprehensive understanding of the Azure platform, including knowledge about its architecture, services, and security measures. * Detailed working knowledge of one or more market leading business more »
ensure consistency and compliance with enterprise architecture standards. Documentation: Create and maintain comprehensive architectural documentation, including design diagrams, technical specifications, and integration plans. Risk Management: Identify and mitigate architectural risks and issues throughout the project lifecycle. Performance Optimization: Ensure solutions are optimized for performance, scalability, and security. Mentorship: Mentor … a related field. Master's degree preferred. Experience: Minimum of 12+ years of experience in IT architecture, with a focus on financial services or wealth management. Technical Skills: Proficiency in architectural frameworks and methodologies Web and Mobile Technologies: Experience with frontend and backend technologies Mobile Technologies: Experience with mobile … communication and interpersonal skills. Strong problem-solving and analytical abilities. Ability to work effectively in a fast-paced, dynamic environment. Strong leadership and team management skills. more »
Capital is urgently looking for a Tableau Specialist with data skills to join our high profile client. Our client is a well know UK wealth manager with clients across the globe, they offer Institutional and Retail wealth management. Their post Covid policy is to automate as much internally … been, understanding and utilising data, from clean to raw is this firms priority. The Tableau expert will be responsible for the scope, design, build, management, and oversight of major dashboard designs within the Commercial Analytics team; providing robust solutions to support strategic aims. The team will provide analytical support … to ExCo members and management teams, primarily through interactive dashboards. This will include the proactive provision of potential business initiatives based on facts and evidence (market trends, competitor analysis etc) that align to and support our strategic roadmap. The Tableau Specialist: • Support the business in evaluating investment and business more »
ensure consistency and compliance with enterprise architecture standards. * Documentation: Create and maintain comprehensive architectural documentation, including design diagrams, technical specifications, and integration plans. * Risk Management: Identify and mitigate architectural risks and issues throughout the project lifecycle. * Performance Optimization: Ensure solutions are optimized for performance, scalability, and security. * Mentorship: Mentor … a related field. Master's degree preferred. * Experience: Minimum of 12+ years of experience in IT architecture, with a focus on financial services or wealth management. * Technical Skills: o Proficiency in architectural frameworks and methodologies o Web and Mobile Technologies: Experience with frontend and backend technologies o Mobile Technologies … skills. o Strong problem-solving and analytical abilities. o Ability to work effectively in a fast-paced, dynamic environment. o Strong leadership and team management skills. more »
FULLY CLIENT FACING SENIOR PARAPLANNER ( Supporting Senior Director) London-To c £70k , study to complete Chartered Status, hybrid working, beautiful working conditions, excellent social environment, long list of benefits. Join this award-winning independent London based firm and enjoy the more »
