Specialist sector roles are by their very definition unique to their fields, our tailored range of recruitment services in the financial sector, gives us the ability to match specific roles to individual's skills.
From Compliance Officers to Risk Management roles, each specialist position is targeted to the right individuals.
Directors to Executives – Funds, AML, Monitoring, CASS, COLL, COBS, Market Promotions, KYC
Directors to Executives covering – Operational, Business Continuity, Market, Regulatory, Analysis, Investment , Country, Reputational, Legal, Credit
Financial Directors to Part Qualified – Financial, Management, Funds, Audit, Pension
From Junior/Executive to Director level, Consultant, Administrator, Client services, Associate, Healthcare Executive, Healthcare Administrator
Director to Executives – Fund Managers, Investment Analysts, Marketing, Compliance, Risk, Business Development, Product Development, Client Relationship Managers
Pensions administrator, Pensions consultant, Pensions payroll, Defined benefits, Defined contribution, Final Salary, SIPP / SASS, Auto enrolment, Actuarial Trainee, Actuarial Consultant
Junior Executives to Directors – Wealth Advisors, Wealth Planners, Portfolio Managers, Relationship Managers, Paraplanner, Client Services Executives, Compliance, Operations
Chartered Wealth Planner
To provide financial planning services to new and existing clients
Deliver technically excellent financial planning advice to clients using the Wealth Planning processes
Proactively working with the Investment Managers to identify new Wealth Planning opportunities for existing clients
Develop new client relationships
Conduct the above in a compliant manner in line with the rules set out by the firm and the regulator
Work effectively with other members of the team (Paraplanner and Administrator) to work as efficiently as possible, delivering an outstanding client service and providing learning opportunities for junior members of the team