Fund Finance Associate - OUR CLIENT is a fast growing, niche specialist developer and fund / asset manager focussing on the alternative residential sector, with active platforms in those markets.
Due to continued growth, they have created a new role for a Fund Finance Associate to cover all aspects relating to investment, divestment, business planning and asset/portfolio management and the platforms that it manages on behalf of investors.
They are looking to deploy more capital and scale their assets further.
Posted by IQ Talent Solutions • £60K/yr to £113K/yr
IQ Talent Solutions are delighted to be recruiting a Finance Manager for one of our most prestigious clients who are a global industry leader in the software sector.
The role is based in Central London where there is a hybrid working policy in place.
The role will pay a competitive basic salary, bonus, car allowance and industry leading benefits.
Posted by Simply 360 Search Ltd • £45K/yr to £50K/yr
Summary of Role
You will oversee financial policies and management information system, manage the finance team, and maintain accurate and up-to-date records and processes.
Your responsibilities include timely invoicing, prompt cash collection, expense oversight, cash flow management, and management accounting.
In this position, you will play a significant role in the company preparing, developing, and analysing key financial information to support the executive team in making informed decisions, ensuring that they meet their business objectives effectively and sustainably.
Due to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients.
Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across the areas of retirement, investment, tax and protection planning.
You will benefit from full administrative, technical and compliance support as well as being able to utilise in house discretionary management services.
Posted by Focus Search and Selection • £45K/yr to £60K/yr
The Day-to-ay
Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation.
The Opportunity
Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.
The Paraplanner under our clients New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability.
You will provide insight and analysis on available financial planning options as well as guidance on market trends and future projections.
Working closely with the Head of Wealth Management, your role will be to deliver holistic technical and Paraplanning services to clients.
In order to continue their success in delivering bespoke wealth management solutions to a range of Private and SME Clients, this award winning Financial Planning firm seeks to recruit a skilled Paraplanner with broad technical expertise to join their practice.