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Investment, Wealth Management and Financial Services

This week’s new roles

January 20, 2016

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


SIPP and SSAS Administrator, (Edinburgh) VR/02371

The role involves dealing with day-to-day pensions administration queries and maintaining internal and external relationships, such as solicitors, financial advisors and HMRC.

The individual will have SIPP and SSAS experience and knowledge of pensions systems.


Investment Assistant, £25k (Cambridge) VR/02733

The role involves providing comprehensive assistance and support to the investment manager, ensuring that client activities and services are provided to the highest possible standard, and help investment grow.

The individual will have knowledge of investment markets, with at least 12 months’ experience of investment related support or administrative work.  Investment qualification such as the IMC is desirable.


Client Liaison Support, £28k (London) VR/02734

The role involves covering post-sales client support and various operational procedures.

The individual will have a financial services background in client services and a desire to progress in a challenging environment.


Paraplanner, £28-35k (South Yorkshire) VR/02735

The role involves providing technical support and assisting in client servicing and relationship development.

The individual will have strong report writing skills, a Diploma in Financial Planning, and strong knowledge of compliance.


Business Development Executive, (London) VR/02736

The role involves assisting the business development team in the delivery of the agreed annual targets and more long-term plans, and supporting the business development strategy to develop adviser relationships.

The individual will have worked in a comparable role, have an aptitude to deal with technical product information and have a high degree of professional integrity.


Compliance Manager, £65-70k (London) VR/02744

The role involves assisting the Deputy Head of Compliance, and Head of Group Compliance, to ensure that the Group complies with all regulatory, legal and industry body requirements placed upon it by all the appropriate authorities/acts, through the effective provision of policy guidelines, appropriate monitoring programs, Compliance reviews and associated management reporting.

The individual will have relevant professional qualifications, 3 years experience in the Compliance space in wealth management, financial planning or private banking, and be a generalist in conduct risk, financial promotions, suitability and Treating Customers Fairly.


Private Client Manager, £70k (Berkshire) VR/02745

The role involves supporting and delivering a fee based telephone service in conjunction with the wider private client team.

The individual will be experienced in managing financial advisers, hold at least the Diploma in Regulated Financial Planning and be able to create new business opportunities.

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