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Administrator - Wealth Management - 12 month contract Gainsborough - hybrid available (our ref AL1290) Salary to £25,000 pa dep on exp benefits My client is an award-winning wealth management company and they now have an exciting opportunity for an individual to join them on a 12-month contract to cover maternity leave. There will be the opportunity to join the Company as soon as possible in order to gain a smooth transition and training from the individual leaving the post. The purpose of the role is to support the Adviser Team with preparing them for client meetings and discharging their responsibilities to their existing clients / prospective clients whilst ensuring that our service offering is outstanding. Day to Day responsibilities Maintain effective diary system to ensure clients are offered review meetings at the appropriate time. Contact clients and book review meetings using diary colour coding system. Confirmation letters/emails to be sent to clients. Prepare meeting packs for Advisers including valuations and all other relevant documents required on the database. Monitor / chase for the return of meeting notes uploaded to the system by Adviser. Ensure that client meeting notes are recorded on the system, including e-briefings, Curo/CRM's, CRR's, Client ID, service questionnaires, review dates updated, scan notes to system. Construct appropriate post meeting letter for issue to clients from Adviser notes Meet & Greet Advisers clients' when meetings are held onsite. Ensure welcome screen is displayed in reception and guests sign in to the Visitors Book. Send off any Letters of Authority bought back from client meetings and record in working spreadsheet ensuring information is chased as required. Process change of address requests, updating our systems and notifying the administration centres. Update systems and administration departments of any Death notifications following the Death Process. Make adviser aware of documentation received in relation to their clients and provide general support as required. Act as a point of contact for clients and deal with routine issues/queries. Client celebration cards and sympathy cards to be arranged as necessary and sent to clients. Stationery stocks to be maintained within the Pod to ensure all documentation is current, recycling pile to be checked and added back to stationary stocks as appropriate. Completion of "Confirmation Withdrawal and Rebalance letter". Skills / Knowledge Required: Knowledge and understanding of wealth management systems, procedures and responsibilities to ensure clients receive an outstanding service Professional and warm telephone manner. Ability to relate to the pressures on the Adviser Team and ensure an effective and efficient two way relationship. Team player. Product and market knowledge would be desirable If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
We are recruiting for an Interim VP - Investment Risk Quant to join a leading global professional services business, based in London. This is an interim 6-month contract position with a strong likelihood of an extension to 12 months total. Start date: September 2024 Daily pay rate inclusive of holiday: £475 to £675 via umbrella inside of IR35. Hours Worked per Week: 40 Work Location: Hybrid (3/4 days in the office) - London Detailed Job Description & Requirements: 5-7 years of 1st line Investment Risk experience within asset management, wealth management or hedge funds. Exposure to quantitative modelling techniques for fund counterparty, market, liquidity and credit risk. Solid experience in fund liquidity risk, stress testing, redemption modelling. Experience dealing with equities, fixed income, real estate asset classes. Strong track record in designing and executing an Investment Risk Operating Model in 1st Line covering investment risk and performance measures, setting investment risk, performance attribution metrics, and reg compliance thresholds. Experience in design, validation and implementation of MSCI BarraOne, Risk Metrics, State Street Compliance Systems and State Street Alpha Data Platforms (all systems experience required). Experience with investment fund compliance (UCITS, AIF NURS, etc), COLL rules, Coll Technical Guidance and Fund rules for Investment Risk Strong leadership qualities. Able to balance BAU with change projects. If you would like to know more about this opportunity, please contact me via email: