Our client Deloitte, a "Big 4" Professional Services firm, are currently looking for experienced Complaint Handlers to join a Pension & Investment project reviewing advice and suitability complaints.
Our client is hiring experienced Pensions and Investment Complaint Handlers to support on a review project.
To be a part of this project, you must have knowledge of pension and investment products such as SIPPs, OEICs, ISAs, and Non-ISAs,combined with experience of handling complaints relating to product advice and suitability.
You will be examining how different pension and investment products were sold, checking whether correct and appropriate procedures were followed.
Due to growth and expansion a fantastic opportunity has arisen to join a leading Investment Management firm based in the Liverpool as they seek an Investment Administrator to join their team to oversee the core functions of account opening and account amendments.
Our client is hiring Level 4 qualified Pensions and Investment Complaint Handlers to support a review project.
On top of being Level 4 qualified, you must also have knowledge of pension and investment products such as SIPPs, OEICs, ISAs, Non-ISAs, and bonds, and have good experience in handling complaints relating to product advice and suitability.
You will be examining how different pension and investment products were sold, checking whether correct and appropriate procedures were followed.
The Investment Administrator role is required to assist Investment Manager(s) in providing investment management services and/or investment advice to a range of significant private clients and professional intermediaries.
General
A Well-known investment firm is looking for an Investment Administrator who will play a vital role working with our Investment Managers to ensure the department functions effectively and efficiently.
This role involves working with the Investments and IT teams to provide analysis that supports investment processes, trade management, and portfolio oversight.
Investments (Data Analyst) will report to the VP of Investment Operations and be responsible for data governance within the investment portfolio.
The Investment Operations team is dynamic and works collaboratively with the broader investments department to manage the company's assets.
The Trade Support Analyst, reporting to Trade Support Manager, will assist the Investment Operations team with post-trade activities.
The Investment Operations team works collaboratively with the broader investments team to manage the company's assets.
These activities include portfolio on boarding, counterparty maintenance, security data management, asset transfers, cash management, trade confirmation, settlement, query and investigation, corporate actions, custody, and reconciliations.
You will be a part of a team responsible for providing innovative mutual fund transfer agency services for millions of shareholder accounts with some of the best-known names in the financial services industry.
A fantastic opportunity has arisen for a number of Transfer Agency Administrators to work within a large multi-national organisation, specialising in Investment Banking.
Huntswood is looking for experienced Paraplanners to join out client, a leading provider who specialises in Wealth management, on an initial three-month contract on a hybrid basis, within commutable distance of Reading.
As a Paraplanner you will be providing support to our Financial Planners and ensuring a positive experience for clients.
Umbrella only recruitment - This is only available to individuals working via an Umbrella company, we can assist you with this