Specialist Support Functions
Our recruitment service allows us to match candidates within specialist support roles with jobs focusing on investment support and all other back office jobs.
Strong individuals are candidates looking for a role within fields such as IT, accounting & finance, compliance and risk management.
Portfolio Managers Assistants
Provide operational support to Private Client Portfolio Managers – covering all administration of the Portfolios
Performance Analysis, Attribution and Measurement of Multi Assets Funds,producing Reports – GIPS, FACTSET, Excel
Pricing & Valuations
Calculating Monthly and Quarterly Valuations, checking and logging market daily prices – Excel
Processing all Traded Transactions, Settlements, Payments, Pricing, Treasury, Cash Management.
Pensions administrator, Pensions consultant, Pensions payroll, Defined benefits, Defined contribution, Final Salary, SIPP / SASS, Auto enrolment, Actuarial Trainee, Actuarial Consultant
Client Service Administrators, Associate client services, Client services analyst, Client Services Manager, Client Reporting Analyst
Assistant and Senior RFP, RFI, DDQ writers
Investment, Syndicates, Risk
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