My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning.
You will be responsible for providing full administrative support to a team of Financial Planners / Advisers.
We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover.
Huntswood is looking for experienced Paraplanners to join out client, a leading provider who specialises in Wealth management, on an initial three-month contract on a hybrid basis, within commutable distance of Reading.
As a Paraplanner you will be providing support to our Financial Planners and ensuring a positive experience for clients.
Umbrella only recruitment - This is only available to individuals working via an Umbrella company, we can assist you with this
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.
Equifind are proud to be supporting a brilliant investment client to recruit a Finance Operations Manager to work from their London office, for the next 12 months.
Due to investment and a reshuffle in the finance team, there is now a need to add a Finance Operations Manager to support the CFO and run a specialised project for the business.
You will have full responsibility for this project and concentrate on streamlining processes and enhancing the controls and finance function.
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.