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Investment, Wealth Management and Financial Services

Archive for June, 2015

This week’s new roles

June 30, 2015

Here are this week’s roles (please quote the VR reference when applying for each role):   Settlements Manager (South London) VR/02304 The role will involve managing and co-ordinating the team responsible for ensuring timely and accurate processing of market instruments and payments in various currencies on behalf of clients. The candidate will have extensive banking […]


Regulators launch new rules governing bankers’ bonuses

June 23, 2015

Financial regulators have announced new rules governing bankers’ bonuses. The Bank of England’s Prudential Regulation Authority and the Financial Conduct Authority say they want to “discourage irresponsible risk-taking and short-termism”. Under the new rules, senior managers could have their bonuses clawed back for up to 10 years in misconduct cases. FCA boss Martin Wheatley said […]


This week’s new roles

Here are this week’s roles (please quote the VR reference when applying for each role):   Reconciliation Administrator – 12 month contract (South Coast) VR/02500 The role will involve delivering service to customers in line with service standards and KPIs, including the maintenance of good working relationships.  It will also involve contributing to team and […]


New pension rules used by 60,000 people

June 19, 2015

About 60,000 people have used new pension rules designed to give greater financial freedom in retirement, Chancellor George Osborne has said. He told MPs in the Commons that more than £1bn had already been transferred out of pensions. In theory, the new rules give pensioners the ability to withdraw money from their pension pots to […]


UK government borrowing falls in May

A rise in income tax and VAT receipts helped to cut UK government borrowing in May, official figures have shown. UK government borrowing fell to £10.13bn in May, the Office for National Statistics (ONS) said, down from £12.35bn a year earlier. It was the lowest borrowing figure in May for eight years. Public sector net […]


The Paraplanner

Thought I’d share this article giving an outline of the role of the paraplanner – a position that is garnering importance.   Damien Davies via professionaladviser.com (abridged) ” Cult of the paraplanner The title ‘paraplanner’ seems to have become something of an elitist badge. Some feel it should only be bestowed upon those who have a minimum […]


This week’s new roles

June 16, 2015

Here are this week’s roles (please quote the VR reference when applying for each role):   Reconciliations Administrator – 9 months (South Coast) VR/02495 The role will involve delivering service to customers in line with service standards and KPIs, including the maintenance of good working relationships.  It will also involve contributing to team and departmental […]


This week’s new roles

June 10, 2015

Here are this week’s roles (please quote the VR reference when applying for each role):   Head of UK Risk (London) VR/02479 Working for a global private banking group, the role will involve establishing and maintaining a comprehensive risk framework, covering discretionary and advisory services for Investment Management and Private Banking. The candidate must have 10 […]


This week’s new roles

June 3, 2015

Here are this week’s roles (please quote the VR reference when applying for each role):   Wealth Planner (Bristol) VR/02474 The role involves providing professional and compliant administration service, both externally and internally, ensuring data is collected accurately and core systems maintained to an excellent standard. The candidate should be degree level educated with a […]


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