Your focus will be on assisting the team with financial administrative tasks.
Are you a confident outgoing graduate of any course, looking to get into the finance industry?
This is a fantastic opportunity for a highly organised graduate, enthusiastic about finance and wealth management, looking to join a large wealth management company as a Graduate Paraplanner.
Are you looking to join a brilliant organisation that represents the medical and dental communities?
They are a not-for-profit mutual membership organisation who exist solely to provide a service to their members who all work for the medical community.
Based in an iconic building at Canary Wharf, overlooking the Thames, our client is the first and oldest organisation of its kind in the world.
Our client is a pioneering full service wealth management firm, combining the institutional strength of a FTSE 100 company with the personal service and trusted advice of a Partner owned firm.
They build intelligent, holistic & tax-efficient wealth management programmes for a select group of private clients, families, and institutions.
And has an exciting opportunity for a driven and entrepreneurial individual to join the leading Wealth Managers in the UK.
Review suitability reports to ensure that any financial and investment advice given to potential and existing clients meet the overarching suitability requirements of the Financial Conduct Authority.
General
As a Business Assurance Analyst, you will review and assess suitability reports related to pensions, ISAs, investments and trusts to ensure that all financial and investment advice recommendations are in clients' best interests and meet internal and regulatory standards.
We are working with a leading Wealth Management client who are looking for a Level 4 Diploma qualified Business Assurance Analyst / Suitability Specialist to join their 1LoD team.
You will need to demonstrate a thorough understanding LMA standards and supporting documentation; processing of transfer certificates, approval of related terms, conditions and guarantee information, overview of credit risk insurance policies whilst providing a seamless conduit from front to back office.
Additionally, the review of new and uncommitted credit facilities, covenants agreements & trade confirmations.
Leading commercial bank has this fantastic opportunity for a Loan Documentation specialist with particular focus of syndicated lending transaction management.
About Us: My client is a dynamic and rapidly growing financial advisory, SJP partnership practice, dedicated to providing comprehensive wealth management solutions to our clients.
With a team of dedicated professionals and a commitment to excellence, we strive to empower our clients to achieve their financial goals and secure their future.
Position Overview: We are seeking a highly motivated and experienced Operations Manager to join my clients team.
We are working with a leading Wealth Management client who are seeking qualified and experienced Paraplanner /s to join their team.
You will support the new business team by analysing prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability.
Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.
A surging charity in central London are seeking an interim Finance Manager to join them in a fixed term contract until October this year.
The ideal candidate will have strong management accounts, VAT, and payroll experience, and it would be desirable for the candidate have experience using Business Central.
We are seeking a qualified accountant ready to inform strategic decision-making and deliver operational financial services to the SIA and its stakeholders.
Allen Lane are supporting the Security Industry Authority (SIA) in their search for a permanent Senior Finance Business Partner for Financial Accounting.
The SIA's purpose is protecting the public through effective regulation of the private security industry, working with partners to raise standards across the sector.