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Investment, Wealth Management and Financial Services

This week’s new roles

January 4, 2016

Here are this week’s roles (please quote the VR reference when applying for each role):

 

Personal Client Assistant, £18-25k (Edinburgh) VR/02704

The role involves providing adviser and client support for new business and client servicing.

The individual will have had previous financial services experience.

 

Personal Client Assistant, £16-20k (Glasgow) VR/02705

The role involves providing adviser and client support for new business and client servicing.

The individual will have had previous financial services experience.

 

Investor Support, £18-19k (North West) VR/02706

The role involves dealing with incoming client queries by telephone, secure messaging, e-mail and post.

The individual will have an interest in investments and savings, and have customer service experience.

 

Platform Administrator, £20-25k (North West) VR/02708

The role involves the administration of client money activities, cash and stock reconciliations, and Corporate Action processing.

The individual will have client money and reconciliations oversight experience, with knowledge of regulatory responsibilities in relation to compliance.

 

Platform Administrator, £18-20k (North West) VR/02709

The role involves undertaking business processing and administrative activities.

The individual will have previous financial services experience within a wealth management setting, with data entry and paperwork checking experience.

 

Investment Management Operations Associate, £25k contract (London) VR/02716

The role involves ensuring accurate opening of new accounts and administration of existing accounts. Regular liaison with advisers and investment managers and outsource provider.

The individual will have experience in a similar role in financial services with high computer literacy.

 

Sales Operations Manager, £50-55k (London) VR/02717

The role involves supporting the development and implementation of sales operations activities and delivery of sales strategies aligned to the wider business strategy.

The individual will have knowledge of operating in a financial services environment, working knowledge of project management, excellent negotiating skills and providing guidance to others through management.

 

Trainee Compliance Monitoring Officer, £23k (Liverpool) VR/02718

The role involves the creation and retention of records of regulatory compliance, and taking responsibility for review and approval of new business.

The individual will be educated up to degree level, or have relevant work experience; knowledge of MS Office is essential.

 

Paraplanner, £32-38k (Guildford) VR/02719

The role involves researching products, preparing recommendations and producing suitability reports in line with set standards (company and FCA).

The individual will hold a Diploma in Financial Planning, have 3 to 5 years’ paraplanning experience with a high level of accuracy in administration procedures.

 

Advisor Support, £26-28k (Guildford) VR/02720

The role involves providing administrative and technical support to the financial planning team.

The individual will have around 3 years’ experience within a Financial Advisory firm, and will have started working towards the Certificate in Financial Planning or similar.

 

 Advisor Support (6 month contract), £25k pro rata (Guildford) VR/02721

The role involves providing administrative and technical support to the financial planning team.

The individual will have around 3 years’ experience within a Financial Advisory firm, and will have started working towards the Certificate in Financial Planning or similar.

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