Financial investment jobs in FarehamCreate job alerts

📍 Whiteley Office | 🏡 Hybrid working | 💼 up to £45,000 pa DOE | 🕒 Full-time We are seeking an experienced, hands-on PAS Implementations Supervisor to join our Whiteley office, reporting to the Head of PAS. This role plays a key part in supporting the ongoing growth and effectiveness of the PAS function within Saltus. You’ll bring strong people-management experience alongside a high level of attention to detail, ensuring implementation requests are delivered accurately and to a high standard. We’re looking for someone who takes real ownership of their work, looks beyond day-to-day delivery, and contributes positively to how the team operates and evolves. This is far more than a purely administrative role — it’s an opportunity to add genuine value to the team and, for those with the ambition, build a dynamic and rewarding career within Saltus Operations. Why Saltus? Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We are a successful LLP, with a number of offices including London, Whiteley, Farnham, Bath and Newcastle. We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service. Saltus is an independently owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship. Today Saltus manages and advises on over £11 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions. Can you tell me more about the role? Saltus is seeking a Programmatic Advice and Suitability (PAS) Implementations Supervisor to join our PAS Team based in Whiteley. This role will have a special focus on owning and overseeing the administration of bulk client migrations from ceding schemes to the Saltus Platform. You’ll be joining one of the most dynamic and strategically important teams in the business, supporting our firm’s focus on M&A as we seek to take advantage of unprecedented consolidation in the wealth management industry. You’ll have a wide range of responsibilities, combining people leadership with hands-on operational responsibility, including the following: Management Responsibilities (50%) • Lead, mentor, and develop team members to enhance their skills and performance., • Coordinate and oversee the daily operations of the Implementations team, ensuring work is completed accurately and within agreed timescales., • Own the hiring, onboarding, and performance management of team members, working closely with the People team to ensure alignment with company standards., • Ensure team members understand their core duties, performance expectations, and wider business requirements., • Provide proactive and regular updates to the Head of PAS on team performance and capacity., • Identify process improvements and implement strategies to enhance team productivity and client outcomes., • Act as a key escalation and referral point for queries within the Implementations team. Operational Responsibilities (50%) • Own and manage the implementation journey for clients transferring to the Saltus Platform with a focus on getting the best outcomes for our clients, • Leading update meetings and providing effective support to advisers, • Implementing and ensuring the continuity of client income payments and contributions as well as being proactive in avoiding poor experiences for clients., • Supporting the Transfers team with the management of client transfers, • Liaising with internal stakeholders and suppliers to ensure processes run smoothly, • Monitoring inboxes and manage queries in a timely and professional manner Work with and maintain CRM systems to improve efficiency within the team What skills and experience do I need to have? We think that the best candidate for this role will have: • c10 years’ professional experience within Financial Services or a related industry, • At least 5 years’ experience in a people-management or supervisory role, • Experience within Wealth Management or a similar regulated environment is highly desirable, • Demonstrated leadership abilities, including the capacity to mentor and develop team members, • Good analytical skills, able to work with Excel to process work more efficiently and produce summaries/insights for colleagues, • Excellent communication skills and can manage and work well in a team, • Intellectual horsepower and curiosity for solving business problems, • A ‘growth mindset’, i.e. an appetite for testing yourself and using past mistakes as a springboard to keep improving, • Good time management skills, with the ability to prioritise tasks and work to multiple deadlines, often autonomously, • The ability to form successful professional relationships both internally and externally Where will I be working? We’re incredibly flexible about where, when and how you work: we don’t want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they’re looking for. Ideally, you’d be able to be based out of our Whiteley office for a minimum of three days each week, working the remainder of the week from home. Alternatively, you might work part of your working week from one of our other offices. We are passionate about championing flexible working for our people, so if there’s a slightly different working pattern that you’re looking for, then please come and have a chat to us about it! What benefits do I get when working for Saltus? You’ll get a salary of between £40,000 - £45,000, dependent on experience, alongside 28 days’ holiday (plus bank holidays), study assistance, life assurance, income protection and a pension, alongside access to our flexible benefits platform. Just as importantly, you’ll get to experience our culture, which we really do live and breathe, ensuring that Saltus is a fantastic place to work for every single one of our 500 people. We work hard, but we have an awful lot of fun along the way. If you think you’d like to come and join us, then please do get in touch… we’d love to hear from you!

Office Administrator Contract until end of 2026 Whiteley / Hybrid £17.50 per hour PAYE About the Role We are looking for an Office Administrator to join our Wealth Business Services team, providing high‑quality administrative and operational support across the business. This role plays a key part in ensuring work is completed accurately, within agreed guidelines. while maintaining a strong focus on excellent client outcomes. You will take ownership of a range of administrative and technical tasks, support colleagues across the team, and contribute to continuous improvement of processes to minimise risk and enhance customer experience. Key Responsibilities Administrative & Operational Support • Respond to enquiries from other business areas in a polite, professional and customer‑focused manner, • Investigate, resolve or appropriately refer queries, ensuring accurate and timely outcomes, • Produce accurate reports, returns and written responses in line with internal guidelines and regulatory timescales, • Complete data analysis, calculations and data entry tasks accurately, • Draft and issue client correspondence and letters clearly and professionally, • Provide general administrative support across the team, • Assist and support colleagues with queries and workload where required, • Share knowledge and offer guidance on more complex tasks, • Support training and cross‑training of new and existing team members, • Remain flexible and willing to move between teams to support business needs Skills, Knowledge & Experience Essential • Strong administrative experience within an office‑based environment, • Excellent written and verbal communication skills with a strong customer focus, • Highly organised, with the ability to manage changing priorities and tight deadlines, • Computer literate and confident working with data, • Able to work independently and collaboratively within a team, • Financial services or regulated environment experience, • Knowledge of investment products or financial markets What We Offer • A collaborative and supportive team environment, • Hybrid working following the initial training period, • Opportunities to gain experience within a regulated financial services environment

What will the Finance Business Partner role involve? Delivering commercial financial insight through high-quality analysis, modelling and reporting to support business decisions Owning budgets, forecasts and performance reviews in close partnership with commercial teams Influencing investment and r

Saltus is a privately owned financial planning and discretionary investment management house. Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Today Saltus manages and advises onover £10.

Ready to influence strategic growth by partnering closely with senior leaders across Business Development and Property?.As a Finance Business Partner - Business Development, you'll bring financial insight to life, analysing performance, shaping investment decisions and supporting project proposals,

Senior Depositary Analyst Whiteley / Fareham | Hybrid working An established financial services firm is seeking a Senior Depositary Analyst to join its alternatives oversight team. The role covers a varied portfolio of private equity, real estate and private debt funds, including listed investment trusts and UK and non-UK fund structures. Working closely with Depositary Managers, you’ll take ownership of a number of client funds and deliver key depositary duties in line with AIFMD and UK regulatory requirements. Key responsibilities Cash flow monitoring and review of significant or unusual transactions Oversight of fund activity to ensure compliance with fund documentation Verification and maintenance of asset ownership records Review of valuations, drawdowns, distributions and investor activity Liaising with fund administrators and investment managers Preparing client and board reporting Supporting onboarding of new funds and clients Assisting with training and supervision of junior team members About you Background in fund accounting, depositary/trustee services or financial services audit Experience working with alternative investment funds Comfortable managing a portfolio of funds or clients Experience monitoring daily cashflow, verifying assets and reviewing accounts Confident, organised and able to work independently while supporting a wider team Why apply? Study Support Ownership of funds and client relationships Supportive, inclusive environment with a focus on development, wellbeing and work-life balance Matched pension up to 7% Annual Bonus Shares ownership Apply today to find out more: All applicants must have the right to work in the UK. We will consider all qualified applications for this position. Chilworth Partnership / Venture Recruitment Partners does not discriminate against disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other status protected under the Equality Act 2010. Venture Recruitment Partners (also trading as Chilworth Partnership Ltd) is a Recruitment Agency. By applying for this role, you are authorising us as a Recruitment Agency to contact you and to provide services and information relating to job hunting activities. Please see our Privacy Policy at INDQSF

Dynamite Recruitment are supporting the recruit of a Pensions Administrator to join a wonderful company that supply into the Financial Services industry. No previous Pensions experience is required As a Pensions Administrator, you'll be part of a collaborative team managing the full life cycle of Pensions. This is a varied and fast-paced role that requires attention to detail, good organisational skills, and the ability to prioritise effectively. Key Responsibilities Set up new SIPP accounts and handle onboarding processes. Process contributions, transfers, benefit payments, and investment transactions. Maintain accurate records and prepare statutory reports. Ensure compliance with HMRC and regulatory guidelines. Respond to client queries and build strong working relationships. Contribute to improving internal processes and supporting system enhancements. We’re looking for someone with excellent administrative and communication skills, ideally with experience in pensions or financial services. Skills & Attributes: High level of accuracy and attention to detail. Strong organisational and time management abilities. Good communication skills, both written and verbal. Team player with a proactive mindset. Confident using Microsoft Office and similar tools. We offer a supportive environment where your professional growth is encouraged, along with a competitive benefits package. Including, Hybrid working model. Permanent, Full time Hybrid working £25,000 - £28,000 Plenty of internal progression avaliable

Situated in North Oxford, Gees is a bustling, independently owned restaurant, bar & terrace set within a landmark Victorian conservatory on Oxfords Banbury Road. For over 40 years Gees has remained loyal to its traditions of providing quality food and service in the most beautiful restaurant in the city. Open every day of the year for brunch, lunch and dinner, Gees' kitchen produces a seasonal menu of cross-town-for dishes using the best ingredients, simply prepared and expertly cooked. Following an ambitious expansion and refurbishment in 2022, Gees more than doubled in capacity with the addition of Gees Gallery, an adjacent private dining space for up to 50 guests, and Secret Garden, a covered and heated private terrace for up to 60 diners. This is an unmissable opportunity for an ambitious, competent and energetic Senior Restaurant Manager to successfully lead this high-volume, fast-paced, all-day operation. We offer support, training, and development opportunities to help your career flourish. We believe that investment in each and every one of our collectives is key to the success of our business and the happiness of our customers. As a member of our team, we are looking for an exceptional candidate who shares these values. As a Senior Restaurant Manager, you will be overseeing all aspects of daily operations; upholding our guest-focused, lead by example culture, motivating and inspiring the management and front-of-house teams to perform at their best. Key requirements of the Senior Restaurant Manager: Passion for hospitality, excited by food, wine, and restaurant culture, with high-level attention to detail and a positive can-do attitude with a keen willingness to learn The ability to lead, inspire and motivate people Excellent at interpersonal communication, coaching, and teamwork Wide-ranging experience of dining in similar restaurants Sound financial acumen, high level of written English, strong IT literacy Previous management experience within a similar role is essential We offer a sensible shift pattern, across a 45-hour working week (Monday to Sunday rota with two days off) with an OTE up to £55,000 per annum, depending on experience, including non-contractual tronc (service charge). Senior Restaurant Manager Benefits: Meals on duty 50% discount on food within our restaurants Uniform Allowance Complimentary Managers meal within one of our restaurants every six months Membership to our Employee Assistance Programme with Hospitality Action Up to £700 recruitment incentive Pension scheme 28 days holiday inclusive of bank holidays per annum A paid day off on your birthday Team awards and prizes Hospitality Rewards: offering discounted gym membership, high-street and online shopping discounts, discounted vouchers, a cashback card, and 24/7 online GP service Eligibility to work within the UK must be proven and two references should be available on request. TPBN1_UKCT

Finance Business Partner – EMEA A global organisation is seeking a highly commercial Finance Business Partner to play a key role in driving commercial performance across a strategically important EMEA market. This position offers the chance to work closely with senior leaders, influence investment decisions, and shape financial outcomes in a complex, international environment. You will be the primary financial voice for a high‑visibility market, providing insight that directly impacts growth, profitability, and strategic direction. The role combines analytical depth with commercial partnership, making it well‑suited to someone who wants to move beyond reporting and actively influence business decisions. Key Responsibilities Build financial models and deliver analysis that guides commercial strategy. Lead budgeting and forecasting processes with market leadership. Provide clear interpretation of performance drivers and recommend actions. Oversee monthly reporting, sales forecast validation, and contract reviews. Evaluate promotional ROI and identify opportunities to improve profitability. Partner with shared service teams to ensure accurate and timely financial processes. What You Bring Strong financial analysis and business partnering experience. Confidence working with senior stakeholders and presenting insights. Experience in budgeting, forecasting, and performance management. Advanced Excel capability. Ideally experience of working in a multinational environment. Degree in Finance, Accounting, or Economics; professional qualifications are a plus but not essential. This is a fantastic opportunity to join a leading global business in a full‑time position based 3 days in the office and 2 WFH. Venture Recruitment Partners (also trading as Chilworth Partnership Ltd) is a Recruitment Agency. By applying for this role, you are authorising us as a Recruitment Agency to contact you and to provide services and information relating to job hunting activities. Please see our at

Vere Investment Ltd is part of a global financial services group operating across 100+ countries. This is an entry-level development role designed to build future financial advisors through structured international training and placement. This position is not suitable for candidates seeking accounti

A financial services firm in Greater London is seeking an experienced Lead Business Analyst responsible for managing the implementation of credit and investment systems. This role demands extensive experience in financial institutions and technology, along with strong project management skills.

The role involves supporting budgeting and forecasting, assisting in preparing financial reports, and building financial models. Golden Hiring is seeking a Junior Financial Analyst based in Canary Wharf, London. Ideal candidates should have a degree in a related field, strong analytical skills, and

A reputable investment management firm in Greater London is seeking a Financial Accountant to prepare IFRS statutory accounts and regulatory reporting. You will review balance sheets, assist in group consolidations, and help produce financial reports. A successful candidate will be a recently qualif

The successful candidate will support both the Investment Banking function and the FP&A division, gaining direct exposure to budgeting, forecasting, investment reporting, profitability analysis, commercial strategy, and financial modelling. You will receive direct mentorship from senior finance prof

A leading financial technology firm is seeking a Senior Business Analyst. In this role, you will manage the implementation of a comprehensive credit and investment management system, conduct client training, and document customizations. The ideal candidate will have extensive experience in financial

PwC's Alternative Investment Funds (AIF) team sits within our wider Financial Services Tax team. The team focuses on assisting alternative investment fund managers with a range of services across their business, covering the manager, the key people, the funds, investors and investments. A career in

A leading real estate firm in Greater London is seeking a Chief Financial Officer (CFO) to join its executive leadership team. The successful candidate will be responsible for driving financial strategy, overseeing reporting and compliance, and managing investor relationships.

A high-performing private equity firm in London is seeking a Financial Controller to oversee GP commitments and co-investment structures while managing financial planning and analysis.

PwC's Alternative Investment Funds (AIF) team sits within our wider Financial Services Tax practise. The team consists of specialists focusing on assisting alternative investment fund managers with a range of services across their business, covering the manager, the key people, the funds, investors

Minimum 5-8 years of relevant work experience in the field of financial institutions finance and/or project and corporate finance, gained in commercial/investment banks, international credit insurance company, and/or international financial institutions. The Investment Officers will conduct their du

The role involves detailed financial planning, analyzing client data, preparing financial reports, and creating investment solutions. Eden Rose is seeking a full-time Paraplanner in Warrington to support financial advisors. You will also assist in client meetings and ensure compliance with financial

A leading financial advisory firm is seeking a motivated Analyst to join its Investment Management advisory team.

A financial services firm in Greater London is looking for an early-career candidate to provide administrative support to the Transitions team.

Job Description - Investment Banking Analyst, Secondaries (GP-led) (2600339).

The Asian Infrastructure Investment Bank (AIIB) is seeking a Senior Investment Officer to oversee investments in the financial sector. Responsibilities include leading investment projects, conducting due diligence, and maintaining key partnerships with financial institutions. This role requires a mi

PwC's Alternative Investment Funds (AIF) team sits within our wider Financial Services Tax team. The team focuses on assisting alternative investment fund managers with a range of services across their business, covering the manager, the key people, the funds, investors and investments. Our team hel

British International Investment is seeking a Financial Crime Associate to support its Financial Crime Compliance team in mitigating risks associated with financial crime. The ideal candidate has extensive experience in UK financial services, knowledge of regulations, and excellent stakeholder engag

Work alongside financial advisors, modelling consultants, and auditors to develop and refine bankable financial models. Support investment decisions through financial modelling, valuation analysis, and commercial insights for greenfield and M&A opportunities. We are looking for a motivated and ambit

A multilateral development bank seeks an experienced Investment Officer to originate and execute investment projects within the financial institutions sector. Candidates should have 5-8 years of finance experience, a master's degree, and strong skills in financial analysis and communication.

This role within the UK Finance team provides the opportunity to support London Executive Management in strategic decision-making, influence the branch's financial direction, and engage closely with senior stakeholders across UK CIB. The role holder is expected to articulate complex financial concep

My client is a global tier one investment bank looking to hire a senior lawyer into their Global Financial crime team. The Financial Crimes Counsel will be part of a global team of in‑house attorneys collectively responsible for coverage of legal and regulatory matters pertaining to sanctions, AML

A leading financial solutions provider in Greater London is seeking a Business Analyst. This role includes managing implementations of credit and investment systems, conducting trainings, and ensuring successful project delivery. Candidates should have 3-5 years of software implementation experience

British International Investment is looking for an Application Support Analyst to enhance their operations. Essential qualifications include experience in financial services and proficiency in Microsoft technologies.

Ameriprise Financial in Greater London seeks an Investment Risk Analyst to support risk assessment and monitoring for Multi-Asset portfolios. The successful candidate will engage portfolio managers as a risk partner, contribute to the development of risk management processes, and collaborate closely

PwC's Alternative Investment Funds (AIF) team sits within our wider Financial Services Tax practise. The team consists of specialists focusing on assisting alternative investment fund managers with a range of services across their business, covering the manager, the key people, the funds, investors

We are partnering with a leading global investment bank with a top‑tier financial restructuring and distressed M&A platform, widely recognised as a market leader in complex restructurings. Build, review and challenge advanced financial models, including fully integrated three‑statement projectio

Support and eventually lead regular investment risk meetings with fund managers discussing and explaining the different drivers of investment risk, including liquidity and ESG related risks. A sound understanding of financial markets, financial instruments and portfolio construction. The Investment

Support the Financial Crime Compliance Manager in the delivery of the Financial Crime programme which entails policy, assurance, firm wide risk assessment, training and advisory. Strong experience managing financial crime issues within UK financial services, with detailed knowledge of the UK Money L

We deliver a full suite of corporate finance products and solutions to our customers as well as investment banking and advisory services, and a range of innovative solutions in global capital markets. SMBC's EMEA strategy is to grow its business through the establishment if its three front office ve

MSIM strives to provide outstanding long‑term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. The International Wealth and Global Financial Ins

Experience in Financial Modeling, Pitch Decks, Investment/Analysis Summaries and Memos, or Company/Industry Analysis. Evaluate the accuracy and depth of financial models to strengthen reasoning and rigor in model outputs. Review complex investment banking content for alignment with domain principles

Commercial and Investment Bank – Prime Financial Services - Vice President. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Morgan’s Commercial & I

Chatham Financial is the largest independent financial risk management advisory and technology firm. Whether you’re advising a global real estate investment manager or a more boutique investment firm, your ability to deliver value depends on your ability to see the world through their eyes. You’

The Senior Investment Officer will conduct their duties in accordance with the Bank’s operational policies and sound banking principles, including the assessment of commercial and financial viability, structuring according to international best practices, appropriate risk allocation and mitigation

Position: Investment Banking Professional Type: Contract Compensation: $95–$115/hour Location: Remote Role Responsibilities Review and evaluate AI-generated outputs related to financial modeling, valuation methodologies, and deal structuring. Annotate, label, and validate data across investment ba

You will provide professional financial support to budget holders, contribute to strategic financial planning, and support the management of financial risks, pressures and savings opportunities. You will have an understanding of and the ability to deliver effective financial management and knowledge

The firm has 16 years of investment experience, has completed more than $2 billion in real estate acquisitions, and manages approximately $200 million in equity today — all focused on U. A focused, high-conviction investment thesis in U.