Canaccord Wealth
Newcastle Upon Tyne, Tyne And Wear
Administrative support as directed by the Investment Manager e.g., file notes, letters, client meeting arrangements Developing and maintaining client relationships by providing accurate and timely administration support, adapting your approach for Vulnerable clients Account opening and closing Transfer of stock into accounts and payments Updating Avaloq with static data Producing excel reports via data held on Avaloq When required to support the Investment Manager, placing trades in Avaloq based on received instructions from other staff on the Desk, ensuring they are executed and booked correctly Support Investment Managers with preparation and administration for client pitches and meetings Assisting wider team with ongoing projects Carry out any other relevant duties within the remit of the role and as reasonably directed by management Contribute to efficiency improvement initiatives and sharing of best practice Undertake technical or any other relevant training as and when required Be proactive in developing knowledge of the industry and the market. Undertake and record relevant Continuous Professional Development (CPD) to develop knowledge and skills.
Jun 27, 2025
Full time
Administrative support as directed by the Investment Manager e.g., file notes, letters, client meeting arrangements Developing and maintaining client relationships by providing accurate and timely administration support, adapting your approach for Vulnerable clients Account opening and closing Transfer of stock into accounts and payments Updating Avaloq with static data Producing excel reports via data held on Avaloq When required to support the Investment Manager, placing trades in Avaloq based on received instructions from other staff on the Desk, ensuring they are executed and booked correctly Support Investment Managers with preparation and administration for client pitches and meetings Assisting wider team with ongoing projects Carry out any other relevant duties within the remit of the role and as reasonably directed by management Contribute to efficiency improvement initiatives and sharing of best practice Undertake technical or any other relevant training as and when required Be proactive in developing knowledge of the industry and the market. Undertake and record relevant Continuous Professional Development (CPD) to develop knowledge and skills.
Recruitment & Employee Onboarding Manage all aspects of the onboarding process for all new joiners, ensuring all required paperwork is returned acceptable and that all candidates have an excellent experience of joining Canaccord Wealth for each of the three entities in all locations. Support the HR team with managing the recruitment process across the company, including organising interviews and obtaining required approvals. Manage work experience and internship requests in line with business needs. Help to develop and improve the wealth management insight programme for referred work experience candidates. Manage the relationship with the pre-employment screening provider, ensuring they are meeting the terms of the SLA and escalating any issues, to ensure a smooth onboarding process. Regulation & Legislation Work with the HR team to ensure that all HR processes are compliant with GDPR legislation. Supporting with SMCR related tasks such as regular criminal record checks and rescreening projects. HR Systems Ensure familiarity with all areas of the HR System as utilised by Canaccord Wealth, undertaking training on Sage University and/or internally as and when required. Ensure the HR Systems are maintained with current information. Payroll Accountability of the payroll process from a HR perspective including collating the submission sheet and submitting through the outsourced providers portal. Ensuring the Reward Specialist is fully informed about the monthly changes. General Managing the HR mailbox ensuring that queries are dealt with or forwarded on to the relevant team member to deal with within required time limits. Seek ways to improve the service HR provides to the business, suggesting practical procedural changes and following these through to a successful conclusion where possible. Ownership of delivering the induction. Ensuring each entity is given the correct information. Maintaining and updating the induction PowerPoint as required. Complete general HR administration for joiners and leavers including onboarding and offboarding, payroll instruction, performance management and holiday. Ownership of Canaccord Wealth UK Organisational Charts, ensuring these are updated accurately on no less than a monthly basis. Occasional travel to other UK offices to continue to enhance relationships between HR and wider business.
Jun 19, 2025
Full time
Recruitment & Employee Onboarding Manage all aspects of the onboarding process for all new joiners, ensuring all required paperwork is returned acceptable and that all candidates have an excellent experience of joining Canaccord Wealth for each of the three entities in all locations. Support the HR team with managing the recruitment process across the company, including organising interviews and obtaining required approvals. Manage work experience and internship requests in line with business needs. Help to develop and improve the wealth management insight programme for referred work experience candidates. Manage the relationship with the pre-employment screening provider, ensuring they are meeting the terms of the SLA and escalating any issues, to ensure a smooth onboarding process. Regulation & Legislation Work with the HR team to ensure that all HR processes are compliant with GDPR legislation. Supporting with SMCR related tasks such as regular criminal record checks and rescreening projects. HR Systems Ensure familiarity with all areas of the HR System as utilised by Canaccord Wealth, undertaking training on Sage University and/or internally as and when required. Ensure the HR Systems are maintained with current information. Payroll Accountability of the payroll process from a HR perspective including collating the submission sheet and submitting through the outsourced providers portal. Ensuring the Reward Specialist is fully informed about the monthly changes. General Managing the HR mailbox ensuring that queries are dealt with or forwarded on to the relevant team member to deal with within required time limits. Seek ways to improve the service HR provides to the business, suggesting practical procedural changes and following these through to a successful conclusion where possible. Ownership of delivering the induction. Ensuring each entity is given the correct information. Maintaining and updating the induction PowerPoint as required. Complete general HR administration for joiners and leavers including onboarding and offboarding, payroll instruction, performance management and holiday. Ownership of Canaccord Wealth UK Organisational Charts, ensuring these are updated accurately on no less than a monthly basis. Occasional travel to other UK offices to continue to enhance relationships between HR and wider business.