This role would suit a Graduate who is looking to start a career within the Wealth Management / Investment sector, or it would suit someone who is currently working in financial services but is looking to streamline into a more analytical role where you will have the opportunity to take qualifications to become qualified and develop organically within the business.
I am currently working with a superb company that has a rare opportunity for an ambitious individual to join a growing IFA practice.
You will be working as part of the Paraplanning Team and assist in the functioning of the team in supporting the firm's Financial Planners to deliver fantastic service to their clients.
This role would suit a Graduate who is looking to start a career within the Wealth Management / Investment sector, or it would suit someone who is currently working in financial services but is looking to streamline into a more analytical role where you will have the opportunity to take qualifications to become qualified and develop organically within the business.
I am currently working with a superb company that has a rare opportunity for an ambitious individual to join a growing IFA practice.
You will be working as part of the Paraplanning Team and assist in the functioning of the team in supporting the firm's Financial Planners to deliver fantastic service to their clients.
The Asset Analyst role will receive all the training and support necessary to maintain the asset data that underpins our portfolio to maximise their lifetime revenue, while helping to resolve queries.
This individual will: Provide first-class front-line support for our network and meter assets to ensure we provide a best-in-class service.
Ensure 100% of asset data and records are captured and kept up to date and accurate within specified SLAs.
Our client is a growing medium sized technology business who is seeking to hire a FP&A Analyst, the role will be responsible for analysing and monitoring the UK's financial data, encompassing revenue, spending, and expenses.
The FP&A Analyst will engage with both functional and operational teams to develop a deep understanding of variance to forecast, highlighting risks and opportunities.
Analysing trends within the finance function such as sales, expenses, and profit margin.
Investment Manager - Guildford - Leading Wealth Management Organisation
We are currently working with one of the UK's leading Wealth & Investment Management organisations who are looking to recruit an experienced Investment Manager to service and develop an existing book of clients.
The role will work alongside a very successful & senior Investment Manager who is currently over capacity, upon joining you will be passed a substantial number of existing clients.
My client a true leader in its field are looking for a Treasury Analyst for an initial 6 month contract.
The role will be accountable for the creation and delivery of external and internal transaction reporting and will contribute to setting up new funding transactions.
Responsibilities include
Own the delivery of Treasury's complex daily, weekly and monthly reporting to a diverse base of recipients - internal and external - in an accurate and timely manner.
As a Analyst on the Projects team, you will be helping to cover work on a wide spectrum of pension projects ranging from small one-off data requests through to large single and regular projects.
This is an excellent opportunity to work within our Outsourcing Business as a Pensions Technical Analyst who will take on an important role within our Projects Team and will be primarily involved in the scoping, costing, review, management, and delivery of ad-hoc revenue generating project requests.
WTW's Outsourcing Business provides outsourced health and welfare, defined benefit (DB) and defined contribution (DC) plan, administration services to clients covering the day-to-day management of health and welfare and pension plans.
Our client, a national wealth management firm, is seeking an experienced, qualified Investment Manager to join their highly successful team.
This is a role that is part of the wider growth strategy so we are looking for someone who either has clients to bring or is a proven and motivated business developer, as there isn't a client bank to inherit from day one.
There is a clear progression structure on offer and extensive support as expected of a leading corporate in their field.