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.
We are seeking a dedicated, hands-on Estate Planners Manager who will be responsible for managing a team of mobile Estate Planners to conduct home visits to clients, assisting them in writing their wills and setting up lasting powers of attorney.
The ideal candidate will have a strong background in estate planning, excellent leadership skills, a passion for providing exceptional customer service, and a high level of empathy and care.
Role Overview
Lead, recruit, manage, and support a team of Field Sales Representatives all over the UK who conduct home visits to clients.
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.
Opportunity Overview: A fantastic opportunity has arisen to join my client, one of the leading real estate companies in the UK, as a Treasury Reporting Manager.
My client creates places that make a lasting positive contribution to our communities and our planet.
They bring people together, forming connections with each other and the spaces we create.
We are looking for Portfolio Migration Analysts to join an asset management client based in Central London.
This role is part of Client Operations and has the main responsibility for all aspects of onboarding institutional accounts, accounting portfolios, managing cash, generating client reports, and acting as the main point of contact for any client inquiries related to operations.
This is a 12-month contract requiring you to work five days in the office.
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.