Cisi jobs in United Kingdom

The Opportunity:   The Paraplanner under Fisher Investments Europe's UK New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this r...

Head of Investment Specialists / Portfolio Construction / Investment Manager / Investment Specialist / Adviser Solutions / Discretionary Fund Management / Model Portfolios / Multi-Asset Base - £90k - £120k + Bonus + Car Allowance The Role Oversee and manage the Investment Specialist Team and Appo...

Investment Manager/Director – North East England Basic to £100,000 plus bonus & benefits Company A long established, UK based, investment management company providing wealth management and financial planning services, is looking to appoint an experienced Investment Manager/Director to continue th...

Job Title: Financial Planner Ref: 9048 Location: UK Wide (Home Based) Salary: £60,000 with first year OTE of £120,000 Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK for experienced Financial ...

Senior Discretionary Investment Director (Private Client) North of England Basic to £130,000 plus excellent new business and bonus Company A well respected and expanding Wealth Management firm are looking to grow their team of Investment Directors across the UK, with an initial focus on the North...

Senior Investment Director Newcastle upon Tyne & County Durham Basic up to £100,000 plus bonus and full package Company A well established and highly regarded investment management firm are looking for an additional Investment Manager to assist with the continued development of their offices in N...

Investment Manager/Director London West End Basic c£90,000 plus excellent bonus Company A well respected boutique Investment Manager in the West End are looking for an experienced qualified Investment Manager to continue the development of their business across the South East. Role You will b...

Junior/ Assistant Investment Manager Wiltshire Basic £30,000 - £35,000 plus excellent package Overview A Well-known investment firm is looking for a junior/ assistant Investment Manager who will play a vital role working within the investment team to ensure the department functions effectiv...

Ballinger & Co. is an independent provider of foreign exchange risk management and trading services to financial institutions and corporate clients with large and complex FX requirements. We are a fast growing, well funded business run by a a team of FX specialists who previously built and sold ...

Job Title: Financial Planner Ref: 9048 Location: UK Wide (Home Based) Salary: £60,000 with first-year OTE between £100,000-£120,000 Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK for ...

MERJE are supporting a boutique Private Equity firm in their search for a Compliance Associate in London. You’ll be responsible for overseeing the day-to-day compliance monitoring program within a small legal and compliance team, engaging in a diverse range of tasks. Key responsibilities inclu...

We are recruiting for Paraplanners who are minimum Level 4 CII/CISI qualified and are already progressing or keen to progress to Chartered status. The role offers hybrid working and can be based from London, Sussex, Surrey, Hampshire, Hertfordshire, Bedfordshire or Bristol. We are recruiting expe...

Job Title: Senior Paraplanner Location: City of London Salary: £65k to £67.5k base range DOE + 2 annual discretionary bonuses + extensive benefits. Work Arrangement: Hybrid working. Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises...

THE COMPANY Britannia Global Markets is a dynamic, fast-growing organisation that operates a full-service execution and clearing brokerage business covering Exchange Traded Derivatives, Cash Equities and Fixed Income, CFD’s, Foreign Exchange, Repos and Structured Finance. Britannia Global Ma...

Purpose Responsible for providing and managing a high-quality compliance framework as well as managing a small in-house team. Acting as the firm’s Money Laundering Reporting Officer (MLRO) and holding SMF17. Examples of Key Activities Compliance Oversight Serve as the primary point of contact...

Job Role: Chartered Financial Planner (CII, LIBF OR CISI) Location: Surrey or London based Renumeration: £75,000 to £100,000 basic salary + Bonus Scheme We are looking to speak with Chartered Financial Planning Advisers in Surrey to help manage an existing portfolio of C. 100 Wealth Client f...

Investment Director – Liverpool (existing book) Basic to £75,000 plus bonus and full package Company A long established and highly regarded national Wealth Management firm are looking for an additional Investment Manager to continue the development of their offices in Liverpool. Role You will...

Investment Director – Grampian (existing book) Basic to £75,000 plus bonus and full package Company A long established and highly regarded national Wealth Management firm are looking for an additional Investment Manager to continue their development of their offices in North East Scotland. Ro...

35-42K SALARY The Client A highly regarded boutique Investment Management Company The Role The Client Data Administrator will join a vibrant Client Services & Client Data team, undertaking all aspects of administration of client’s cash and assets. The Client Data Administrator will b...

Investment/Portfolio Manager London West End Basic up to £100,000 plus bonus and full package Company A well-known national investment management firm are looking for an additional Investment Manager to assist with the continued development of the company in and around London. Role You will need ...

A boutique Investment Management House based in stunning Mayfair offices is looking for a bright ... Excellent bonus, pension and healthcare. Funding for CISI qualification also available. Hours are ...

You You must all be level 6 qualified via the CISI as an absolute minimum, have a book of private client business that will produce c£30m per individual over two years, with the potential to carry ...

This in turn helps us to provide better support to our broad client base. We are currently looking for experienced Private Bankers with relevant UK CISI qualifications, to join a growing team and ...

Junior Investment Advisor, Bulge Bracket Global Wealth Manager, London, UK Our client, a Bulge Bracket Global Wealth Manager is looking to onboard an individual to their Investment Advisory Team in London Ideal candidates will arrive from top tier Private Banking institutions The successful c...