Posted by Robinson Financial Careers • £22K/yr to £27K/yr
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Pontypool.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
For Multi-Asset Risk System (MARS) and Portfolio Risk Analytics (PORT) products, we partner with Sales and Account Management throughout the sales process to guarantee the solution is a fit for our client's needs.
Today, Risk Implementations handle multi-asset risk products, which include MARS Front Office Risk, Market Risk, Credit Risk, Counterparty Risk, Hedge accounting and Collateral management.
The Risk Implementation Team provides our clients outstanding service in scoping, deployment, and integration of our solutions within the framework of their existing businesses.
We are currently recruiting for a Graduate Investment Administrator to join one of the UKs leading wealth management firms in Liverpool city centre.
Full training will be provided, alongside progression opportunities and study support towards relevant investment qualifications.
The role is ideal for a bright graduate, either with a genuine interest in the investment industry, or someone who is just looking to start their career in a professional, reputable environment.
Posted by Robinson Financial Careers • £22K/yr to £27K/yr
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Doxford International Business Park.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Posted by Your Resourcing Partner Limited • £23K/yr to £28K/yr
You will be working with one Financial Adviser assisting them to deliver a first-class professional client service level within an administrative capacity.
We are recruiting for a Financial Adviser Administrator to join an established Principal Practice of St. James's Place Wealth Management based in Moorgate, London supporting one Financial Adviser / Partner.
Please note that whilst previous experience in financial services administration is preferrable it is not essential, as full training on all areas shall be provided.
We have a fantastic new job opportunity for a Finance Managerwith a CIMA / ACA / ACCA qualification (or equivalent) and post qualification experience in a similar finance / accounting / accountancy role, who has excellent leadership skills and good knowledge of accounting software and Microsoft packages.
Finance Manager with a CIMA / ACA / ACCA qualification (or equivalent) and post qualification experience in a similar finance / accounting / accountancy role, who has excellent leadership skills and good knowledge of accounting software and Microsoft packages is required for a well-established manufacturing company based in Brandon, Suffolk.
Please note: A full driving licence is essential as there will be a requirement to travel to other sites