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Investment, Wealth Management and Financial Services

This week’s new roles

January 12, 2016

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


Administration Team Leader (South West) VR/02723

The role involves working for a given portfolio of clients to ensure a high quality pension administration, as well as participating in strategic business changes.

The individual will have at least  years’ pensions experience, especially in Defined Benefit schemes, leadership ability and third party pensions experience.


Senior Systems Analyst – 12 month contract (South East) VR/02724

The role involves designing, developing and implementing innovative business solutions for pensions administration teams, and contributing to the future development of the organisation’s technology framework.

The individual will have experience working with pensions administration systems, have previous project management experience and systems analysis experience.


Business Development Executive, £33-38k (London) VR/02725

The role involves responding to DDQs, maintaining control of the CRM, researching and compiling information on target firms, liaising with wrap/platform providers, providing information as and when required (internally & externally) and assisting with marketing campaigns whilst generally being proactive and hands on.

The individual will have at least two years’ experience in a client facing role in a sales support or client relationship role ideally working with IFAs for an investment company in a sales capacity.


Wealth Advisor, £40-60k (Essex) VR/02726

The role involves servicing an existing client base and some self-generated leads to deliver quality advice and fee income.

The individual will have an established record of high achievement through managing sustained and successful client relationships, and ideally working towards Chartered status.


Financial Crime Specialist, £38.5-55k (South Coast) VR/02727

The role involves supporting the Director of Financial Crime in meeting all regulatory and legislative requirements using a risk based approach to the management of crime prevention.

The individual will have knowledge of financial crime regulations, transactional monitoring systems, fraud awareness and investigation and experience of engagement with law enforcement.  Supporting qualification would be welcomed.


Financial Planner, £40-45k (London) VR/02728

The role will involve providing holistic financial advice and maintaining client relationships.

The individual will a qualified financial planner (at least QCF Level 4 in Financial Planning or similar) with a strong track record.


Head of Compliance, £140-160k (London) VR/02729

The role will involve providing compliance advice on all investment activities, providing effective and co-ordinated compliance advice.

The individual will have strong practical application of FCA requirements within the asset management space, legal and compliance qualification with significant experience.


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