Posted by Robinson Financial Careers • £25K/yr to £35K/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 Manchester.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Our client is on the lookout for a Finance Business Partner to join their team.
The successful candidate will have the opportunity to work in a fast-paced environment, utilising their strategic, analytical and reporting skills to support all functions within the company.
This role is pivotal in driving and supporting the business through its growth journey, with an ambitious goal of becoming a $1bn brand.
This includes ensuring audits are delivered in accordance with the audit plan, coordinating audit activities, providing appropriate management information and tracking audit actions through to closure.
Reporting to the CASS Manager, the CASS Audit Lead will be responsible for leading and coordinating external CASS audits.
Looking to develop a Business Analysis career with an award-winning business in the financial services industry?
We're now looking for a BA to join our Advised Business Analysis Team in driving the development of the advised product suite with a focus on AJ Bell Custody Solutions.
We are looking for someone with a proven track record of successful system implementation to partner with our Finance, Internal Control, Risk and Internal Audit teams to support us as we select and implement a new GRC system.
The new system will support our enterprise risk management, internal audit and internal controls monitoring activities.
We are now recruiting a new Project Manager to take responsibility for the timely and effective selection and implementation of a new Governance, Risk and Compliance 'GRC' system, in support of AJ Bell's strategic objectives.