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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...
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 experi...
Relevant professional qualifications (e.g., CISI Diploma in Investment Compliance, ICA Diploma in Governance, Risk, and Compliance) preferred. For further details, please apply using the link:
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 ...
... th CISI level 4 IAD qualification as a minimum, aspiring to Level 6/7
MERJE are working with a boutique Funds business in their search for a Compliance Analyst in London. Reporting into their UK General Counsel & Chief Compliance Officer, the individual will be expected to be involved in a broad range of tasks: Engaging in strong compliance relationships with t...
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The Role Deputy Head of Compliance, Head of Anti-Financial Crime & MLRO – SMF17 (Urgent 6-month FTC role, possible to go perm: 5-days per week in the office) Martis Search are representing a boutique, City of London based Investment Bank to urgently hire an “SMF17 – Deputy Head of Compliance....
Equity Research Analyst We are proud to have been certified as a Great Place to Work for November 2023-November 2024. About the Role This is an exciting role at the cutting edge of high-impact, actionable ideas, to be delivered directly to senior and influential clients. The research analys...
Assist with the oversight of outsourced daily reconciliations and exception management liaising with counterparties and service providers. Ensure adherence to the firms’ controls. Assisting with the maintenance of the Investment Book of Records. Assist with the Corporate Action process, liais...
The Role Compliance Monitoring Analyst – Investment Bank(Urgent permanent role will look at a 2:1 Law graduate, or up to 5-years’ Compliance/ Audit/ Risk experience levels: 5-days per week in the office) Martis Search are representing a boutique, City of London based Investment Bank to urgent...
This particular Paraplanner position sits within our clients New Business team in which you will 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...
At Plum, we're on a mission to maximise wealth for all. We're making saving money effortless and turning investing into something everyone can do. Our journey began back in 2017, when we became one of the first to use artificial intelligence and automation to simplify personal finance. Fast forwa...
Role: Senior Pensions Paraplanner Package: Basic Salary up to £80,000 + Benefits Location: London Our client, a successful and well-respected financial planning firm, are looking for a highly skilled and technical paraplanner to join their pensions team; The firm are looking for an individual to ...
A boutique Investment Management House based in stunning Mayfair offices is looking for a bright, polished and confident EA to join their Private Client team supporting a busy, senior Investment Director and a Client Director.As EA your role will include; calendar management, heavy client meeting...
Are you passionate about ensuring regulatory compliance within the financial industry? Do you thrive in a dynamic environment where you can make a tangible impact? If so, we have an exciting opportunity for you to join the Compliance Team of a fantastic Investment Management organisation ! Main P...
MERJE are partnered with a leading Wealth Manager who are looking for a Paraplanner to join their fast growing team. Key Responsibilities: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs and financial situation to determine a suitable asset allocation rec...
Company Information: Kin provides a broad range of services focused on Venture Capital, including custody, fund administration, fund management and company secretarial. Having grown significantly over the last few years, Kin seek to be the service provider of choice for alternative asset managers...
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 Manager | Newcastle £75k - £100k basic salary DOE + annual, discretionary bonus HNW clients to inherit IDEX are recruiting exclusively on behalf of a National Wealth Management firm who require a senior level Investment Manager to join their established Newcastle offices. With r...
Job Title: Money Laundering Reporting Officer Client Location: Central London - Hybrid (3 days on-site) Starting: May 2024 Salary/Pay Rate: up to £169.000 per annum, pro rata- PAYE Hours: Full-time Duration: 6 months Are you a seasoned professional with expertise in financial crime risk managemen...
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/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 ...
Job Title: Paraplanner Location: City of London Salary: Highly competitive compensation base range DOE + 2 annual discretionary bonuses + extensive benefits. Work Arrangement: Flexible Hybrid working. Are you an experienced Paraplanner seeking an opportunity with a global organisation that priori...