We are on the hunt for a Portfolio Manager who excels in integrating planning, project control governance, risk, and opportunity management across a diverse project landscape.
An independent investment manager is seeking a professional, dynamic individual to join its Institutional Client Service Team.
Manage onboarding and off-boarding for institutional clients through coordination with the client, sales director, operations colleagues as well as custodians and key client partners to ensure a smooth transition.
Working closely with the Sales Directors and Relationship Managers to deliver exceptional client service.
Recruit UK are hiring for two dedicated and detail-oriented Financial Services professionals to join a thriving Investment Management & Wealth Management firm in Glasgow.
This role is a 12 month fixed term contract with scope for extension.
This position is pivotal in supporting the administration of client accounts, ensuring a smooth operation for the client journey.
Our client's are a well established, well-known Financial Services company, who are seeking to appoint a Fund Manager for a maternity cover contract.
You will be fully qualified ACCA/ACA/CIMA with excellent accounting skills builit up over a minimum of 4 year's relevant experience within a fund related role ideally Real Estate.
You will have superb team management experience coupled with the ability to train and develop team members, whilst overseeing their work.
I have an excellent opportunity for a Part-Qualified Management Accountant to join a leading FTSE 250 Investment Manager with over 300 billion assets under management, on a 12-month maternity cover.
The successful candidate will play a part in being responsible for various accounting associated to revenue streams associated with the Asset Manager.
The role will include reporting & calculation of fees, rebates & distribution fees on a timely basis.
If you are an experienced Pensions and Investment Complaint Handler, then this is the role for you!
The project is assessing how different pension and investment products were sold to customers while reviewing the customer journey; checking whether correct and appropriate procedures were followed, the right information was provided and whether due diligence was applied.
To join this project, the client is looking for contractors who have knowledge and experience within the industry and with the following products: SIPPs, OEICs, ISAs, and Non-ISAs and Bonds.
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.