Offres fund à WorcesterCréer des alertes d'emploi

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner Location: Worcester (Office-based) Salary: £35,000 £40,000 per annum (depending on qualifications and experience) Benefits: 25 days annual leave plus bank holidays and your birthday off Matched pension contributions up to 4% £50,000 Critical Illness Cover 4x Death in Service Cover Private Medical Insurance Fully supported training and development, including further qualifications Carbon footprint offsetting initiatives Two paid volunteering days per year About the Company: Our client is a well-established, independent Chartered Financial Planning firm known for delivering high-quality, client-focused advice. With a strong commitment to ethical standards, sustainability, and community engagement, the business promotes a collaborative and values-driven culture. They pride themselves on supporting both clients and employees, encouraging professional development and fostering long-term career progression. Key Responsibilities: Prepare review packs for client meetings Write detailed client reports and recommendation letters Prepare advice documentation, including application and nomination forms Submit Requests for Information (RFIs) to providers Undertake cashflow planning analysis Conduct research using internal tools and approved provider/fund panels Maintain accurate client records on Intelligent Office and SharePoint Collaborate closely with Financial Planners to deliver high-quality client outcomes Support the wider technical team in meeting regulatory and business objectives What Were Looking For: Minimum of 2 years experience in a paraplanning or technical report-writing role Level 4 Diploma qualified (or working towards), with ambitions towards Chartered status (Level 6) Strong understanding of financial services regulation and legislation Knowledge of investment, pension, and protection products, including attitude to risk Excellent written and verbal communication skills Strong organisational and time management abilities, with the ability to work under pressure Proficiency in Microsoft Word, Excel, and Outlook A proactive, detail-oriented approach with a strong work ethic Commitment to ongoing professional development Desirable Skills: Experience using Intelligent Office and SharePoint Strong technical knowledge across financial planning areas Experience in cashflow modelling tools A collaborative mindset and ability to work effectively within a team Alignment with a client-first, independent advice philosophy How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. Well also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you havent heard from us within 7 days, please assume your application has not been successful on this occasion.c272c101-f45c-4783-b4a0-50ad222b87c0

From day one, you will be immersed in the Hedge Fund market, developing specialist knowledge of fund structures, investment strategies and talent landscapes. Executive Search Consultant: Hedge Fund Sector. If you enjoy deep market research, have a sharp analytical mindset, and excel at building long

If you’ve also worked in the following roles, we’d also like to hear from you: Fundraising Administrator, Events Administrator, Community Fundraising Coordinator, Volunteer Coordinator, Supporter Engagement Assistant. The Army Benevolent Fund (ABF). Events Assistant to play a key role in support

This team hires from across hedge funds, allocators, prime brokerage, bank sales, and other HF-adjacent teams within institutional finance. Must have elite hedge fund / HF-adjacent experience (e. Tier 1 hedge funds and allocators, best-in-class PB / Gen Sales teams at banks).

Investment Analyst - GP and LP secondaries - US fund. The role will work on the origination and execution of investments for the fund in global secondary deals.

Supplier Assurance ManagerLocation: Croydon office location with hybrid workingSalary: £58,000 to £63,000 per annum plus Civil Service PensionContract Type: PermanentPosition type: Full TimeAt the Pension Protection Fund (PPF), we provide security in retirement for our members and millions of peop

The Senior Structuring Adviser is responsible for supporting the legal requirements of the procurement and management of fund launches and asset level structuring and/or transaction solutions, the delivery of consistent clear risk mitigating advice and general fund transactions in a risk-controlled

Events AssistantWe have a fantastic opportunity to join our team at The Army Benevolent Fund (ABF) for an Events Assistant to play a key role in supporting the planning, coordination and delivery of regional fundraising events.

This role offers the opportunity to work across a broad range of fund structures, including alternative and complex products, supporting the integrity and accuracy of accounting data, enhancing oversight processes, and contributing to key regulatory and analytical reporting. You will collaborate clo

OCR Alpha are partnered with an established global alternative investment manager overseeing multi-billion dollar AUM across a diversified hedge fund platform. This is a senior leadership role overseeing a global operations team, supporting a multi-strategy hedge fund platform with multi asset expos

Drive New Business: Identify and qualify opportunities to expand MSCI’s footprint with hedge funds and market makers across EMEA. Prior sales exposure to hedge fund and/or market makers is a plus, as is former sell‑side/financial services experience. We serve asset managers and owners, private��

This role involves leading fund establishment and fundraising, managing investor negotiations, and coordinating cross-border teams. A leading international law firm in Greater London is looking for a Senior Associate for their Private Funds and Secondaries practice.

Real estate, fund or portfolio accounting background. An established real estate asset manager with a multi-billion-pound UK and European portfolio is seeking a commercially focused Fund Accountant to partner with Asset Management and oversee the full financial lifecycle of assets — from acquisiti

A growing infrastructure investment firm in London is seeking an ACA-qualified Fund Controller / VP. This critical role focuses on fund operations, transaction support, and investor reporting within a dynamic team.

We are recruiting DevOps Manager for a major hedge fund. A background in a trading business (investment bank, hedge fund, commodity trader).

A leading recruitment firm is seeking a Senior Finance Manager to join an investment management firm in London.The role blends financial management with strategic input and investor engagement.Candidates should be qualified accountants with experience in a listed trust and possess excellent communic

A leading financial technology firm in Greater London seeks an experienced engineer to focus on AI-driven solutions and distributed systems.This role involves working closely with the Trading, Operations, and Finance teams, contributing to innovative projects like a new margining platform and cash o

A leading advisory firm in Greater London is seeking an experienced Director to support and grow its fund finance business. In this role, you will leverage over 8 years of expertise in fund finance to lead transactions and manage client relationships. The ideal candidate is self-motivated, communica

Lead global fund operations for the infrastructure platform, ensuring high-quality execution across all operational, financial, and administrative activities. Oversee the full lifecycle of fund operations, including capital activity, investor reporting, liquidity management, and governance processes

The role will involve supporting the wider compliance function, assisting with regulatory processes and helping with the onboarding and monitoring of client entities and fund investors. The ideal candidate will have around three years of experience in compliance or within the financial services sect

Our client is one of the most exciting fund launches in recent years.

The Firm is looking to recruit a Vice President to join the EMEA Fund Finance team responsible for a number of European funds covering various asset classes. Lead fund accounting and administration activities, overseeing the monthly NAV process and reviewing complex activity such as subscriptions, r

A multinational corporation in Greater London is seeking an experienced senior finance leader to own financial reporting, tax compliance, and treasury management functions.The successful candidate will have a strong background in IFRS and UK GAAP, coupled with experience in managing cross-border tax

A leading global asset management firm is seeking a Vice President to join their EMEA Fund Finance team in London. This senior role requires strong technical accounting expertise and the ability to oversee fund accounting and administration activities. The ideal candidate will have 7+ years of post-

A leading financial institution in Greater London is seeking motivated individuals for a role involving the production of marketing materials for new fund launches and coordinating responses to Due Diligence Questionnaires.

Compliance Officer, on a 1 year FTC.The firm are one of the leading names in the industry and have continued to grow at an exciting rate.While the majority are of their compliance team are based in the US, there is a Senior Compliance Officer in London who will be going on maternity leave.The role i

Demonstrated interest in fund accounting, investment management, or asset management. The successful candidate may come from an accounting practice background and should demonstrate a clear interest in financial services and investment funds. You will report to the Fund Controller.

For our business, for clients, and for you**The Role & Key Responsibilities: Primary day-to-day contact with brokers/custodians and clien

In this growth role, you will drive revenue through fund-led products and scale startup dealflow via strategic partnerships. A leading venture capital firm is seeking a Venture Fund Business Development Associate to engage with the UK and European VC ecosystem.

At the Pension Protection Fund (PPF), we provide security in retirement for our members and millions of people throughout the UK who belong to defined benefit (DB) pension schemes. Through the PPF and Financial Assistance Scheme (FAS), we compensate members for their pensions after the employer fund

A leading finance recruitment firm is seeking a vibrant Fund Accountant for a 6-month interim role in London. This hybrid position offers a competitive daily rate of £400 - £450 and requires candidates to have at least 1 year post audit experience in Fund Accounting.

A financial services firm in Greater London is seeking a funds lawyer to join its teams focused on funds work, including platform agreements. The role requires 2 - 4 years of relevant qualified experience, ideally with in-house training at a fund manager or through a law firm. In this fast-paced pos

In this role, you will leverage your extensive experience in fund finance to provide strategic advice to funds on capital advisory and financing solutions. The team aspires to become a market leading fund finance debt advisory advisor, working with a range of fund finance clients. Interpath Advisory

A global investment office in Greater London is seeking a Hedge Fund Research professional to lead manager research and selection for UHNW clients. The ideal candidate will have 5-8 years of experience in hedge fund research, strong analytical skills, and the ability to provide high-quality insights

A leading UK pension provider is seeking a Head of Enterprise and Operational Risk to manage their risk framework effectively.The role requires significant experience in operational risk, alongside excellent leadership and communication skills.The successful candidate will provide oversight and assu

You will have “open‑end” Fund accounting and Fund Control background to assist with the financial management and reporting of a large open‑ended Fund, which includes client and internal reporting requirements. Ensure compliance with Luxembourg regulatory requirements, Fund & US GAAP, Fund Do

Significant experience in fund operations, fund accounting, or middle office within an asset managemr or comparable environment. Acting as a quasi-Deputy Head of Operations, you will own the end-to-end oversight of our client's UCITS fund operations — from day‑to‑day fund management through to

Venture Search have partnered with a top-tier systematic hedge fund, that are looking for a Quantitative Developer to work closely with quantitative researchers and portfolio managers to design, implement, and maintain scalable, high-performance trading and research systems.

A leading hedge fund in Greater London is seeking a Quantitative Developer to join their systematic equity trading team.

A leading environmental organization is seeking an Executive Assistant for a 3-month fixed-term contract in Greater London.The role involves providing high-quality support to the executive team, managing diaries, organizing complex international travel, and facilitating high-profile meetings.Candida

A market leading asset management group in Greater London is seeking a Finance Manager to lead financial reporting for a listed fund. The ideal candidate will have qualified accountancy with 12-18 months PQE and experience in fund-level reporting.

This role involves managing private fund financing deals, ensuring accurate cash flow oversight, and producing key client reports.

Jupiter provides investment services to individual and institutional investors through mutual funds (UK unit trusts, Luxembourg SICAVs and Dublin OEICs), separately managed accounts and sub‑advised funds.

Bookkeep a complex range of funds, management companies and associated fund structures and liaise with clients and intermediaries. The purpose of this position is to carry out routine day-to-day accounting of fund structures under the direction of a Financial Reporting Manager. Complete all aspects

Candidates should have 1-3yrs experience in a buy-side investor relations / client services role, operations / trade support or fund accounting (we could also consider candidates from a fund administration background). Ownership for a variety of tasks that support London fundraisers from day one (re

A financial services firm in Greater London is seeking a detail-oriented Client Accountant to manage private equity or real estate clients.Responsibilities include ensuring accuracy in financial statements, overseeing cash movement communications, and preparing client deliverables.Candidates should

Conduct comparative research and market analysis to support fundraising, positioning, and strategic discussions.

A leading investment platform in Greater London is seeking an experienced Fund Controller to join its finance team. This high-impact role involves overseeing fund accounting, managing external auditors, and ensuring compliance.