Our client is a national Investment Management firm, who have a current opening on a fixed term contract, for an experienced Head of Operations.
C. £50,000 - £60,000 per annum, plus benefits
You will be responsible for managing and leading an experienced team in the smooth running and administration of their unitised products and model portfolios.
My client is a southwest leading group of financial advisers and Mortgage professionals who seek to add to their specialist team and seek a Client Servicing manager which is a client facing Paraplanner.
This role is specifically to Manage the annual review process for all existing pension and investment clients as per the firm's procedures, specifically for the company directors.
This will include scheduling of appointments and all pre and post meeting work required as per set parameters for client service status.
Posted by Pro:Direct Sport Ltd • £27K/yr to £36K/yr
Role Overview
We have an exciting opportunity for a Brand Manager who will serve as both guardian and visionary of Pro:Direct in the specialist sector.
You will be responsible for the long term vision of Pro:Direct, using data insights to measure and improve investment, whilst demonstrating success and significantly increasing brand awareness and share of market.
Your responsibility will be to provide clear and concise go-to-market strategies that grow and authenticate the Pro:Direct brand in Lifestyle.
Our client is an expanding Investment Management firm, who are looking to recruit an experienced Business Quality Analyst/Compliance Officer to work within their established team, helping to ensure that they continue to meet regulatory requirements relating to investment advice, portfolio management, and record keeping.
£40,000 to £50,000 plus benefits
You will be required to use your excellent compliance analysis skills, conveying complex regulatory information, whilst delivering an outstanding investment service within regulatory requirements.
Mbf are working with a very well-established Financial Planning & Investment Management organisation; the client has a strong history and a fantastic reputation.
Their current requirement is for an experienced IFA Administrator to join the business to provide comprehensive support to a team of successful financial planners and a portfolio of HNW clients.
They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious growth plans for the short-, medium- and long-term future.
Financial Planner, The Role: I am recruiting a Financial Planner on behalf of Yellowtail, a leading Financial Planning firm based in beautiful offices in Exeter (EX1).
The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with significant client facing experience, ready to take ownership of an established portfolio of frequently complex, HNW clients, providing fully holistic, independent lifestyle financial planning.
The Person: The successful Financial Planner (Financial Advisor, Financial Adviser, Senior Paraplanner) will be a warm relationship builder who is service orientated and capable of analysing and addressing clients' financial needs and goals.
Recruit UK is proud to collaborate with a leading wealth management firm in Exeter, currently seeking an experienced Paraplanner to become an integral part of their expert team.
Job Description
Are you ready to advance your Paraplanning career within a distinguished and highly regarded wealth management firm?
Posted by Public Practice Recruitment Ltd • £55K/yr to £65K/yr
General
Do you have a proven track record of portfolio management within UK practice?
Are you a strong communicator able to build enhanced relationships?
Are you the exceptional Audit Manager we're looking for
This Audit Manager job in Exeter is a superb opportunity for a seasoned auditor who excels at portfolio management, team oversight, and business development.