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.
Our client is a privately owned collection of companies specialising in residential properties.
They manage a diverse property portfolio, focusing on effective and efficient management handled entirely in-house at their bespoke office in East Dulwich.
Their dedicated team strives to provide stable, well-maintained living conditions for their tenants.
The role of AVP exists to manage a portfolio of Project Finance Loan transactions of a complex nature, dealing with waiver requests and variations, the monitoring of risk, application of associated credit grades and various other administrative tasks, such as KYC, documentation and covenant compliance.
The role requires strong analytical skills and involves the review and analysis of information including, but not limited to, construction, technical and operational reports customer financial statements, project finance financial models, due diligence and administration of the Loans in accordance with the terms of Financial / Legal documentation along with preparation of associated applications.
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.
My Investment Management client is looking for a Senior Compliance Manager to provide advice and guidance to the business on internal compliance matters.
Manage trading restrictions and related activities
Our client is hiring experienced Pensions and Investment Complaint Handlers to support on a review project.
You will be examining how different pension and investment products were sold, checking whether correct and appropriate procedures were followed.
To be a part of this project, you must have knowledge of pension and investment products such as SIPPs, OEICs, ISAs, and Non-ISAs,combined with experience of handling complaints relating to product advice and suitability.
We are looking for a Level 4 QCF (or equivalent) advisor to give support within the Tax, Protection, Investments and Trusts space, for a national wealth client.
You will be expected too
Support the team with the Investments Advice Guidance Framework.
Provide technical support to the business regarding the different products on offer.