Fram Search is working with a leading boutique asset management firm, specializing in delivering tailored investment solutions to institutional clients.
In order to continue providing excellent service to their clients, we are seeking a Client Services Manager to join an existing team.
In this key role, you will act as the primary point of contact, ensuring that client needs are met, investment portfolios are monitored, and service levels are maintained to the highest standard.
Currently partnering with a well-known Lloyd's Syndicate who are looking to hire a Portfolio Manager to their team in London.
Working closely with the Head of Portfolio Management, operational leads, and Business Change, this role will drive effective change and produce high-quality recommendations supported by thorough research and analytics.
This position will play a key role in coordinating underwriting activities and assisting the underwriting team to meet business objectives.
Posted by Hays Specialist Recruitment Limited • £40K/yr to £65K/yr
Role Purpose
We are seeking anambitious and innovative professional with experience in business support andloan portfolio management for UK and European structured finance transactions,including infrastructure/project finance, acquisition, and other asset finance.
KeyResponsibilities
Support RelationshipManagers with credit applications, including onboarding new clients, KYC,documentation, and system inputs.
Manage waiverrequests, amendments, and variations post-funding.
We are currently recruiting for a Financial Planning firm in London who are looking to recruit a Client Services Manager to join their team.
They are looking to recruit a well-organised, enthusiastic, and experienced Client Services Manager to join their wealth management firm, which delivers high quality financial and investment advice to individuals in the professional services industry.
This role will involve overseeing 2 IFA Administrators and also doing the administration work.
The Portfolio Manager Operations oversees the administration of insurance and/or reinsurance accounts and contracts, from establishing and maintaining contractual data, processing the insurance and/or reinsurance account bookings, claims handling and manage the related cash flow.
Responsible for entries (treaties and/or facultative) in the Accounting and Underwriting system/platforms and all further modifications
You will also support the underwriters in administrative activities related to the underwriting process.
Our client is looking for a Portfolio Delivery Lead to lead the planning and prioritisation of the complete portfolio of Customer change and transformation business outcomes.
The portfolio will include all categories of change, from small continuous improvement activity through to large transformational cross function programmes.