Investment Jobs in Insurance / Financial Services

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Financial Adviser (Investments)

Salary:: �28k - �43k pa + excellent benefits, car and bonus
Location:: Dumfries & Galloway
Job Type:: Permanent
Date Posted:: 07-Feb-2012 16:39Add to My Shortlist

Role: Financial Adviser (Investments) Salary: �30000-�40000 + excellent benefits Location: Dumfries We currently have a fantastic opportunity for a Financial Adviser in the South East Scotland and Dumfries and Galloway area. As Financial Adviser you will; Proactively build and develop a portfolio of clients, providing advice upon a broad range of financial matters. Be customer obsessive by exceeding customer's expectations...

IFA Sales / Account Manager / Business Development / Investments

Salary:: �40k-�45k - OTE Uncapped
Location:: London
Job Type:: Permanent
Date Posted:: 13-Feb-2012 16:53Add to My Shortlist

*** IFA Sales / Account Manager / Business Development / Investments *** �40k to �45k basic - Uncapped OTE . The Company The leading player in their market, distributing their products through IFA's. . The Role An office based role managing the relationship and developing business from a panel of Independent Financial Advisers Responsible for generating business from a set panel...

Investment Administrator / Client Services / Unit Trust / OEIC / SIPP

Salary:: �27k
Location:: London
Job Type:: Contract/Interim
Date Posted:: 13-Feb-2012 16:05Add to My Shortlist

*** Investment Administrator / Client Services / Unit Trust / OEIC / SIPP *** . The Company Asset management company with a dynamic and fast-paced culture The Role Dealing with ad hoc requests from clients and IFAs with particular emphasis on TCF Processing new business applications Assist in daily cash and monthly stock reconciliation for assigned products Adherence to the...

Compliance Monitoring Manager Investment Banking - London

Salary:: Neg
Location:: City Of London
Job Type:: Permanent
Date Posted:: 09-Feb-2012 07:57Add to My Shortlist

Global Investment Bank requires a dynamic Compliance Monitoring Analyst to join the compliance monitoring team taking responsibility for the risk based monitoring and testing program in regards to the laws and regulations within the company. The role requires history of working within similar roles within an investment bank, or financial services as the successful candidate will take head of monitoring responsibilities...

Investment Sales Manager

Salary:: competitive inc basic
Location:: Africa
Job Type:: Permanent
Date Posted:: 10-Feb-2012 00:00Add to My Shortlist

Are you an experienced business developer? If so, our fund distribution client would like to meet with you to discuss their expansion plans across Africa in which you will be responsible for promoting a range of performing funds to your intermediary clients. You will preferably be based on patch and be used to effectively managing your own diary of contacts throughout the region from a home base. You will also have experience and success within a similar retail fund sales role and ideally hold the IMC. An investment house/boutique or life office background is preferred, though we regret that a trading or stockbroking background is not suitable. These are very sellable funds and our client has a demonstrable company track record covering multiple global jurisdictions. For more information please contact Gary on +44 131 557 9668 or email

Business Analyst - Risk & Regulation - London

Salary:: �65k - �70k pa + Car allowance + Benefits
Location:: London
Job Type:: Permanent
Date Posted:: 07-Feb-2012 14:51Add to My Shortlist

Senior Business Analyst Financial Services Business Consulting (Risk & Reg) My client is a well-known Global Systems Integrator, Outsourcing & Business Consulting firm. The Financial Services Business Consulting Group has experienced significant growth over the last two years, doubling its size during 2011. My client has equally aggressive growth plans for 2012 and is currently seeking a Senior Business Analyst to join...

Distributor Services Telephone Dealer

Salary:: �16k - �17k pa + benefits
Location:: Who Are Ifds?, We Are The World'S Leading Provider Of Third-Party Administration Services To A Wide Range Of Global Investment Managers, Wealth Managers, Financial Advisers And Distributors Of Financial
Job Type:: Contract/Temp
Date Posted:: 14-Feb-2012 00:00Add to My Shortlist

Who are IFDS? We are the world's leading provider of third-party administration services to a wide range of global investment managers, wealth managers, financial advisers and distributors of financial and investment products. FSA-regulated and with a reputation second-to-none, many of the biggest names in investments and fund management outsource their back-office administration functions to us. Distributor Services Telephone Dealer What does the Distributor Services team do? Distributor Services (DS) is...

Client Services Administrator

Salary:: �18k - �18500 pa
Location:: Bristol
Job Type:: Contract/Interim
Date Posted:: 08-Feb-2012 00:00Add to My Shortlist

Client Services Administrator 12 Month Contract Bristol Salary: Circa 18.5k The successful applicant will be acting as liaison for the Investor Centre with a view to delivering a first class service to their clients. You will effectively assist and support the Advisor(s) in delivering a professional and high level of service to clients of the business, in line with the... Ensure all clients have annual review dates on 1st database. Ensure accurate valuation reports prepared for adviser in timely fashion. Assist with general admin duties during absence and holidays Open communication with team and advisers Ensure emails are dealt with promptly Skills and Qualifications Time spent in similar role within Financial Services Industry Excellent telephone manner Good working knowledge of investment products demonstrated by full FPC or CF equivalent. Good working knowledge of Microsoft office systems Good communication skills and ability to build rapport with internal / external clients Exhibits a positive, can do attitude

Employee Benefits Team Adviser

Salary:: Up to �45,000 + Benefits
Location:: London
Job Type:: Permanent
Date Posted:: 14-Feb-2012 00:00Add to My Shortlist

One of the UK's leading providers of actuarial and consultancy services are currently looking for an Employee Benefits Team Adviser to join their Employee Benefits Department. The Employee Benefit Adviser will provide services and advice to employers on employee benefit plans, predominantly DC pension provision. You will be required to have a detailed knowledge of the current DC corporate pension... expected to maintain and develop your knowledge and skills through Continuous Professional Development. This is an excellent opportunity to join a well established organisation within the Employee Benefits team and join a small but strongly established and successful team. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.

Office & Support Staff Manager - Investment Banking - 6 Month FTC

Salary:: c�50-60K
Location:: London
Job Type:: Contract/Interim
Date Posted:: 11-Feb-2012 13:40Add to My Shortlist

West End office of an International Investment Bank (approx 100 staff), providing Corporate Finance and Advisory services, is seeking an experienced and highly professional individual to manage the smooth running of their administrative, secretarial and facilities functions. This varied role will be responsible for managing and overseeing the secretarial and support staff within the firm (12 staff), planning and managing...

Investment Portfolio Manager - Bournemouth

Salary:: �40k - �50k pa
Location:: Bournemouth
Job Type:: Permanent
Date Posted:: 14-Feb-2012 09:27Add to My Shortlist

Portfolio Manager - Bournemouth Salary up to �50,000 + benefits A fee-based wealth and investment manager are looking for an experienced Portfolio Manager to become an integral part of the Investment Management business and service a range of clients on a discretionary basis. Deliverables will be based on fund selections, performance and service delivery, ideally you will come from an investment manager or consultancy background...

RUSSIAN speaking RELATIONSHIP MANAGER - HNWI

Salary:: To �50K+ up to 3x salary
Location:: London
Job Type:: Permanent
Date Posted:: 08-Feb-2012 09:42Add to My Shortlist

Job Title: Russian spkg Relationship Manager - HNWI Skills: Fluency in Russian, ideally a background in wealth management, at least strong sales experience in banking + , FSA qualifications, CeFA, IMC, IAD, etc. Salary: �35-50k basic + commission up to 3x salary Location: London Your Job Purpose: To identify opportunities to acquire new clients via referrals or direct acquisition with... residence. The role involves meeting the needs of mass affluent and HNWI clients. Your Key Responsibilities: Establishing strong relationships with the onshore business and referral markets Generate AUM growth and revenue streams to meet the financial plan and achieve business objectives through client acquisition, cross selling of wealth management and investment products to local clients and their own existing portfolio. Source new target market clients to satisfy prospect and client financial and investment needs Maintain the highest standards of investment advice in line with sales processes Build relationships with key clients and influencers inside the referral businesses and work closely with...

Discretionary Sales Executive

Salary:: �35-45k, OTE �150-200k
Location:: London
Job Type:: Permanent
Date Posted:: 08-Feb-2012 14:25Add to My Shortlist

Our client is looking for an exceptional sales person to join their team, mainly dealing with mutual funds. They undertake the sales and marketing activities on behalf of several fund manager groups, targeting Wealth Managers, IFA's. Funds of Funds, Investment Consultants and Private Banks. 2012 already looks exceptionally busy, with the addition of several high profile funds. The team needs to grow to meet the needs of the client base as demand from the market is expected to be high. In return that means your earnings potential is equally attractive...

Payments Administrator

Salary:: �18k - �20k pa
Location:: Bath
Job Type:: Permanent
Date Posted:: 13-Feb-2012 13:57Add to My Shortlist

As part of Investment Funds Direct Limited (founded 1982), Ascentric's 'Wrap' platform enables Independent Financial Advisers (IFAs) to view value and trade client investment portfolios. The technology we provide gives customers a clearer picture of how their entire portfolio is performing, putting them in control of their investments through their IFA. Our goal is to be the independent wrap platform...

Paraplanner - Guildford - �31, 000 - Fixed Term Contract

Salary:: �28k - �31k pa
Location:: Guildford
Job Type:: Contract/Interim
Date Posted:: 09-Feb-2012 09:54Add to My Shortlist

Paraplanner Guildford �31,000 Fixed term contract, Maternity Cover Our Client is looking for an experienced Paraplanner to provide cover for an existing team member during maternity leave absence. Joining their Private Client team in Guildford, you will be expected to make an immediate contribution in supporting the consultant. You will be working closely with the Private Client Consultants and be assisted by Support Staff; your key responsibilities include: Review and comment on the suitability of existing pension, investment and protection arrangements. Prepare letters and technical reports for consultants, from a brief and/or client file information. Commercial awareness so as to produce reports in a sales format. Research products and funds to enable suitable providers to be selected for inclusion in a benefit / investment strategy. Handle client correspondence...

Featured Jobs

Distributor Services Telephone Dealer

�16k - �17k pa + benefits ...
Who Are Ifds?, We Are The World'S Leading Provider Of Third-Party Administration Services To A Wide Range Of Global Investment Managers ...

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