Type of Position: Private Client Director - London Pay: £60k+ Reference: CanaryWharf5 Private Client Director - London Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the company Key Responsibilities: To comply with FCA rules and guidance and Compliance and T&C procedures. Proactively generate new business opportunities using existing clients, leads provided by the company and self generated opportunities. Deal with client affairs with integrity and efficiency. To prepare full and complete recommendation reports, with the support of ParaPlanning team To maintain and develop client relations, maximising their potential and to accurately input information into the CRM system in a timely manner. To ensure all revenue targets are met and work is completed in a compliant manner and meets the company's quality standards. To adhere fully to the company's Private Client Proposition To work in a team environment To demonstrate commitment to the team by responding to referrals within the agreed SLA. To maintain appropriate CPD Experience in the following areas would be an advantage: Research, analysis and interpretation, file preparation, and report writing Strong written and verbal communication skills. Ability to work largely unsupervised, but to contribute and participate in team goals/objectives Experienced in working with professional introducers Achievement of QCA Level 4 Minimum - Essential If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
Jun 17, 2025
Full time
Type of Position: Private Client Director - London Pay: £60k+ Reference: CanaryWharf5 Private Client Director - London Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the company Key Responsibilities: To comply with FCA rules and guidance and Compliance and T&C procedures. Proactively generate new business opportunities using existing clients, leads provided by the company and self generated opportunities. Deal with client affairs with integrity and efficiency. To prepare full and complete recommendation reports, with the support of ParaPlanning team To maintain and develop client relations, maximising their potential and to accurately input information into the CRM system in a timely manner. To ensure all revenue targets are met and work is completed in a compliant manner and meets the company's quality standards. To adhere fully to the company's Private Client Proposition To work in a team environment To demonstrate commitment to the team by responding to referrals within the agreed SLA. To maintain appropriate CPD Experience in the following areas would be an advantage: Research, analysis and interpretation, file preparation, and report writing Strong written and verbal communication skills. Ability to work largely unsupervised, but to contribute and participate in team goals/objectives Experienced in working with professional introducers Achievement of QCA Level 4 Minimum - Essential If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
Type of Position: Head of Paraplanning - London, Holborn Pay: £70k - £80k Reference: Holborn1 Head of Paraplanning - London, Holborn Our client is currently looking for an exceptional Head of Paraplanning to take their Paraplanning function to the next level, joining their team based in London, managing wealth for private clients, families and institutions. They provide a highly personal service and offer advice across the full range of Private Client Investment Tax and Retirement Planning. This position will allow hybrid working from their office in Holborn, London. Responsibilities: - Managing the delegation of work to the paraplanning team who report to you directly - Maintaining open dialogue with the Head of Administration to ensure smooth operations between the paraplanning and administration teams - Liaising directly with the Operations Director to feed back any relevant information or issues affecting the paraplanning team as necessary. Identify resource gaps - Liaise as the point of contact with our outsourced paraplanner (used for overflow of department workload) - Involvement in Monthly Operations Meetings and (as needed) with Quarterly Management Meetings - Manage the central investment proposition - Interpret data obtained by advisers during client meetings - Conduct research, complex calculations and cashflow forecasting to provide solutions to meet client needs and recommend an appropriate course of action through suitability reports (both bespoke and templated) presented to the adviser for sign off - Participate in project work for example central research projects - Become a member of our Investment Committee and contribute to the same - Support the development of client relationships by attending meetings when required and becoming another point of contact for clients - Assist with technical issues including input into the communication of technical developments, Budget updates and legislative changes to planners and clients - Establish strong relationships with advisers and senior management - Regularly participate in team meetings, highlighting issues and owning actions through to resolution - Proactively identify improvements for the efficiency of the team including recommending the change or introduction of external software - Proactively enhance industry and company knowledge, through external and internal sources What you will need: - At least 4 years' experience in a paraplanning role with management exposure within IFA firms - Chartered (or near chartered) ideally via CII - To be ideally educated to graduate level - An ability to quickly and independently make sound decisions Ideally have experience of: - Third party research projects including platforms, SIPPs and fund research - IT solutions such as FE Analytics, Voyant, CashCalc and Xplan - A proven track record of delivering written financial advice - To be effective at technical and product whole of market researching - Experience with training and development of paraplanners including development plans, appraisals and if required, performance improvement plans If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
Jun 17, 2025
Full time
Type of Position: Head of Paraplanning - London, Holborn Pay: £70k - £80k Reference: Holborn1 Head of Paraplanning - London, Holborn Our client is currently looking for an exceptional Head of Paraplanning to take their Paraplanning function to the next level, joining their team based in London, managing wealth for private clients, families and institutions. They provide a highly personal service and offer advice across the full range of Private Client Investment Tax and Retirement Planning. This position will allow hybrid working from their office in Holborn, London. Responsibilities: - Managing the delegation of work to the paraplanning team who report to you directly - Maintaining open dialogue with the Head of Administration to ensure smooth operations between the paraplanning and administration teams - Liaising directly with the Operations Director to feed back any relevant information or issues affecting the paraplanning team as necessary. Identify resource gaps - Liaise as the point of contact with our outsourced paraplanner (used for overflow of department workload) - Involvement in Monthly Operations Meetings and (as needed) with Quarterly Management Meetings - Manage the central investment proposition - Interpret data obtained by advisers during client meetings - Conduct research, complex calculations and cashflow forecasting to provide solutions to meet client needs and recommend an appropriate course of action through suitability reports (both bespoke and templated) presented to the adviser for sign off - Participate in project work for example central research projects - Become a member of our Investment Committee and contribute to the same - Support the development of client relationships by attending meetings when required and becoming another point of contact for clients - Assist with technical issues including input into the communication of technical developments, Budget updates and legislative changes to planners and clients - Establish strong relationships with advisers and senior management - Regularly participate in team meetings, highlighting issues and owning actions through to resolution - Proactively identify improvements for the efficiency of the team including recommending the change or introduction of external software - Proactively enhance industry and company knowledge, through external and internal sources What you will need: - At least 4 years' experience in a paraplanning role with management exposure within IFA firms - Chartered (or near chartered) ideally via CII - To be ideally educated to graduate level - An ability to quickly and independently make sound decisions Ideally have experience of: - Third party research projects including platforms, SIPPs and fund research - IT solutions such as FE Analytics, Voyant, CashCalc and Xplan - A proven track record of delivering written financial advice - To be effective at technical and product whole of market researching - Experience with training and development of paraplanners including development plans, appraisals and if required, performance improvement plans If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
Type of Position: Business Development Executive (Private Client Investments) - London Pay: £60k+ Business Development Executive (Private Client Investments) - London Our client is looking for a Business Development Executive to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the company. Key Responsibilities: To comply with FCA rules and guidance and Compliance and T&C procedures. Proactively generate new business opportunities using existing clients, leads provided by the company, and self-generated opportunities. Deal with client affairs with integrity and efficiency. To prepare full and complete recommendation reports, with the support of ParaPlanning team. To maintain and develop client relations, maximising their potential and to accurately input information into the CRM system in a timely manner. To ensure all revenue targets are met and work is completed in a compliant manner and meets the company's quality standards. To adhere fully to the company's Private Client Proposition. To work in a team environment. To demonstrate commitment to the team by responding to referrals within the agreed SLA. To maintain appropriate CPD. Experience in the following areas would be an advantage: Research, analysis and interpretation, file preparation, and report writing. Strong written and verbal communication skills. Ability to work largely unsupervised, but to contribute and participate in team goals/objectives. Experienced in working with professional introducers. Achievement of QCA Level 4 Minimum - Essential.
Feb 21, 2025
Full time
Type of Position: Business Development Executive (Private Client Investments) - London Pay: £60k+ Business Development Executive (Private Client Investments) - London Our client is looking for a Business Development Executive to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the company. Key Responsibilities: To comply with FCA rules and guidance and Compliance and T&C procedures. Proactively generate new business opportunities using existing clients, leads provided by the company, and self-generated opportunities. Deal with client affairs with integrity and efficiency. To prepare full and complete recommendation reports, with the support of ParaPlanning team. To maintain and develop client relations, maximising their potential and to accurately input information into the CRM system in a timely manner. To ensure all revenue targets are met and work is completed in a compliant manner and meets the company's quality standards. To adhere fully to the company's Private Client Proposition. To work in a team environment. To demonstrate commitment to the team by responding to referrals within the agreed SLA. To maintain appropriate CPD. Experience in the following areas would be an advantage: Research, analysis and interpretation, file preparation, and report writing. Strong written and verbal communication skills. Ability to work largely unsupervised, but to contribute and participate in team goals/objectives. Experienced in working with professional introducers. Achievement of QCA Level 4 Minimum - Essential.
Type of Position: PA to MD - London Pay: £40k - £50k PA to MD - London Our client is looking for an experienced Personal Assistant to join their team in London. The role consists of providing comprehensive executive assistant and client servicing to the Managing Director of a Wealth Management firm. Key Responsibilities of the Job Ability to manage and prioritise internal and external demands to the Managing Partners Diary management and client servicing to the Managing Partner Ensure the MP is fully prepared for all meetings with all necessary documentation and information Monitor and respond to emails throughout the day; actioning and responding to any client requests in a timely manner and prioritising inbox in accordance with requirements Managing and ensuring client actions are completed using the task system Structuring advice summary emails to the client within 6 months (checked by adviser) and 1 year (with no supervision) and be able to demonstrate understanding of the advice given. Preparing Strategy Documents, LifePlans. Ensure all documents are appropriately personalised, accurate and comply with company standards- by close of business 5 full working days prior to the third meeting. Preparing Voyant reports. Inputting the client's information in order to create a base plan, create 'what if' scenarios and generate reports Business submission CFR Preparing Analytics reports. Locating funds and pre-populating client portfolios, producing fund and performance analysis Diary management - booking existing clients, prospect referrals plus all business-related meetings in. Managing the client review meeting process First point of contact; dealing with incoming telephone calls and emails Proactively managing the LOA process and expediting information retrieval from external pension and investment companies Meeting pack preparation - for existing and potential client meetings and binding these Taking meeting notes of your own plus typing up the Advisers notes Generating and booking in 5 kept meetings per month Planning and managing client events Creating new client records and keeping the information up to date Submitting fund switches and obtaining product valuations Confirming receipt of client's funds with SJP Admin Centres and informing the client Client servicing actions i.e sending Birthday and Christmas cards Any ad hoc requests the Partner may want you to undertake Requirements to be successful at the Job Highly motivated, with a great work ethic Ability to work under pressure and meet deadlines Committed to delivering first-class client service Extremely organised with the ability to multi-task whilst maintaining strong attention to detail Resilient personality Accountable for own actions Discrete and professional in all communication Adaptable and flexible Willingness to challenge in a constructive and non-confrontational manner. Example, using influencing behaviours with SJP admin centres and the Company's' Business Processing team Self-motivated and willing to work at times in isolation and as part of a wider team
Feb 19, 2025
Full time
Type of Position: PA to MD - London Pay: £40k - £50k PA to MD - London Our client is looking for an experienced Personal Assistant to join their team in London. The role consists of providing comprehensive executive assistant and client servicing to the Managing Director of a Wealth Management firm. Key Responsibilities of the Job Ability to manage and prioritise internal and external demands to the Managing Partners Diary management and client servicing to the Managing Partner Ensure the MP is fully prepared for all meetings with all necessary documentation and information Monitor and respond to emails throughout the day; actioning and responding to any client requests in a timely manner and prioritising inbox in accordance with requirements Managing and ensuring client actions are completed using the task system Structuring advice summary emails to the client within 6 months (checked by adviser) and 1 year (with no supervision) and be able to demonstrate understanding of the advice given. Preparing Strategy Documents, LifePlans. Ensure all documents are appropriately personalised, accurate and comply with company standards- by close of business 5 full working days prior to the third meeting. Preparing Voyant reports. Inputting the client's information in order to create a base plan, create 'what if' scenarios and generate reports Business submission CFR Preparing Analytics reports. Locating funds and pre-populating client portfolios, producing fund and performance analysis Diary management - booking existing clients, prospect referrals plus all business-related meetings in. Managing the client review meeting process First point of contact; dealing with incoming telephone calls and emails Proactively managing the LOA process and expediting information retrieval from external pension and investment companies Meeting pack preparation - for existing and potential client meetings and binding these Taking meeting notes of your own plus typing up the Advisers notes Generating and booking in 5 kept meetings per month Planning and managing client events Creating new client records and keeping the information up to date Submitting fund switches and obtaining product valuations Confirming receipt of client's funds with SJP Admin Centres and informing the client Client servicing actions i.e sending Birthday and Christmas cards Any ad hoc requests the Partner may want you to undertake Requirements to be successful at the Job Highly motivated, with a great work ethic Ability to work under pressure and meet deadlines Committed to delivering first-class client service Extremely organised with the ability to multi-task whilst maintaining strong attention to detail Resilient personality Accountable for own actions Discrete and professional in all communication Adaptable and flexible Willingness to challenge in a constructive and non-confrontational manner. Example, using influencing behaviours with SJP admin centres and the Company's' Business Processing team Self-motivated and willing to work at times in isolation and as part of a wider team
Our client is looking for a Private Client Adviser to join their team. This will be a home/office/hybrid based role, working with an existing bank of recurring income clients and to address their clients financial planning needs. Our client is looking for a candidate with drive to be able to generate new business and clients from different sources to grow the client bank to generate compliant initial and generate ongoing income for the company. Key Responsibilities: To comply with FCA rules and guidance and Compliance and T&C procedures. To act and deliver in accordance with the TCF principles at all times. Proactively generate new business opportunities using existing clients, leads provided by the company and self generated opportunities. To prepare full and complete reports to be reported weekly and monthly as per the requirements of your management team. Deal with client affairs with integrity and efficiency. Professionally develop introducers assigned Liaise daily/weekly with Business Service Centre / Paraplanning / Client Liaison / RM&C to ensure client activity and work is progressing. Liaise and engage with PCMs/HoC Client Services as often as required to meet supervisory and development requirements. To maintain and develop client relations, maximising their potential and to accurately input information into the CRM system in a timely manner. To ensure all revenue targets are met and work is completed in a compliant manner and meets the company's quality standards. To adhere fully to the company's Private Client Proposition To work in a team environment To demonstrate commitment to the team by responding to referrals within the agreed SLA. To maintain appropriate CPD Skills and Experience: Research, analysis and interpretation, file preparation, and report writing Strong written and verbal communication skills. Strong people management. Comfortable at presenting to various group sizes. Strong planning and organising/diary management. Competent at using Microsoft packages and client databases (i.e., IRESS Xplan) Knowledge of regulation and TCF principles. Knowledge of pensions, investments, Personal/Business protection, IHT Ability to work largely unsupervised, but to contribute and participate in team goals/objectives Regulated sales experience Client management experience Preferably a mix of bank and IFA experience. Qualifications: Achievement of QCA Level 4 Minimum - Required Chartered or working toward AF7 - Desired Benefits: Private medical insurance Life Assurance (4x salary) Car Allowance Employer pension contributions Income protection (75% salary for 3 years) Critical Illness (£50,000 lump sum) If you are interested in this position, please email your CV to Josie at Artemis
Dec 07, 2022
Full time
Our client is looking for a Private Client Adviser to join their team. This will be a home/office/hybrid based role, working with an existing bank of recurring income clients and to address their clients financial planning needs. Our client is looking for a candidate with drive to be able to generate new business and clients from different sources to grow the client bank to generate compliant initial and generate ongoing income for the company. Key Responsibilities: To comply with FCA rules and guidance and Compliance and T&C procedures. To act and deliver in accordance with the TCF principles at all times. Proactively generate new business opportunities using existing clients, leads provided by the company and self generated opportunities. To prepare full and complete reports to be reported weekly and monthly as per the requirements of your management team. Deal with client affairs with integrity and efficiency. Professionally develop introducers assigned Liaise daily/weekly with Business Service Centre / Paraplanning / Client Liaison / RM&C to ensure client activity and work is progressing. Liaise and engage with PCMs/HoC Client Services as often as required to meet supervisory and development requirements. To maintain and develop client relations, maximising their potential and to accurately input information into the CRM system in a timely manner. To ensure all revenue targets are met and work is completed in a compliant manner and meets the company's quality standards. To adhere fully to the company's Private Client Proposition To work in a team environment To demonstrate commitment to the team by responding to referrals within the agreed SLA. To maintain appropriate CPD Skills and Experience: Research, analysis and interpretation, file preparation, and report writing Strong written and verbal communication skills. Strong people management. Comfortable at presenting to various group sizes. Strong planning and organising/diary management. Competent at using Microsoft packages and client databases (i.e., IRESS Xplan) Knowledge of regulation and TCF principles. Knowledge of pensions, investments, Personal/Business protection, IHT Ability to work largely unsupervised, but to contribute and participate in team goals/objectives Regulated sales experience Client management experience Preferably a mix of bank and IFA experience. Qualifications: Achievement of QCA Level 4 Minimum - Required Chartered or working toward AF7 - Desired Benefits: Private medical insurance Life Assurance (4x salary) Car Allowance Employer pension contributions Income protection (75% salary for 3 years) Critical Illness (£50,000 lump sum) If you are interested in this position, please email your CV to Josie at Artemis
Our client is looking for a talented Paraplanner to join their team based in Uxbridge. Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.Review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance.Provide research and analysis of investment funds and financial products, whilst considering the client objectives.Review asset allocation for any investment/pension holdingsComplete financial cashflow forecasts, clearly demonstrating the clients current and future financial position.Prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get there.Liaise with Product Providers / Third Parties regarding any technical queriesAccurately complete new business sheets to be handed over to the PA.Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines met. Essential Qualities: Fully Diploma qualified 1 year Paraplanning experience Good understanding of the Financial Planning process. Experience using IO and FE Analytics Strong interpersonal skills, both written and verbal communication. Customer service skills - providing an excellent service to the adviser and client. Excellent planning and organisational skills. Ability to work effectively to deadlines. Accuracy and attention to detail to balance demands of role. Desirable: An understanding of cashflow modelling. Broad knowledge of the Financial Services Industry and high level of technical knowledge. In depth knowledge and experience with cashflow modelling. Ability to manage and complete projects. If you would like to apply for this great opportunity then please email your CV to Sam at Artemis Recruitment.
Dec 07, 2022
Full time
Our client is looking for a talented Paraplanner to join their team based in Uxbridge. Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.Review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance.Provide research and analysis of investment funds and financial products, whilst considering the client objectives.Review asset allocation for any investment/pension holdingsComplete financial cashflow forecasts, clearly demonstrating the clients current and future financial position.Prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get there.Liaise with Product Providers / Third Parties regarding any technical queriesAccurately complete new business sheets to be handed over to the PA.Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines met. Essential Qualities: Fully Diploma qualified 1 year Paraplanning experience Good understanding of the Financial Planning process. Experience using IO and FE Analytics Strong interpersonal skills, both written and verbal communication. Customer service skills - providing an excellent service to the adviser and client. Excellent planning and organisational skills. Ability to work effectively to deadlines. Accuracy and attention to detail to balance demands of role. Desirable: An understanding of cashflow modelling. Broad knowledge of the Financial Services Industry and high level of technical knowledge. In depth knowledge and experience with cashflow modelling. Ability to manage and complete projects. If you would like to apply for this great opportunity then please email your CV to Sam at Artemis Recruitment.
Our client is looking for a Private Client Adviser to join their team. This will be a home/office/hybrid based role, working with an existing bank of recurring income clients and to address their clients financial planning needs. Our client is looking for a candidate with drive to be able to generate new business and clients from different sources to grow the client bank to generate compliant initial and generate ongoing income for the company. Key Responsibilities: To comply with FCA rules and guidance and Compliance and T&C procedures. To act and deliver in accordance with the TCF principles at all times. Proactively generate new business opportunities using existing clients, leads provided by the company and self generated opportunities. To prepare full and complete reports to be reported weekly and monthly as per the requirements of your management team. Deal with client affairs with integrity and efficiency. Professionally develop introducers assigned Liaise daily/weekly with Business Service Centre / Paraplanning / Client Liaison / RM&C to ensure client activity and work is progressing. Liaise and engage with PCMs/HoC Client Services as often as required to meet supervisory and development requirements. To maintain and develop client relations, maximising their potential and to accurately input information into the CRM system in a timely manner. To ensure all revenue targets are met and work is completed in a compliant manner and meets the company's quality standards. To adhere fully to the company's Private Client Proposition To work in a team environment To demonstrate commitment to the team by responding to referrals within the agreed SLA. To maintain appropriate CPD Skills and Experience: Research, analysis and interpretation, file preparation, and report writing Strong written and verbal communication skills. Strong people management. Comfortable at presenting to various group sizes. Strong planning and organising/diary management. Competent at using Microsoft packages and client databases (i.e., IRESS Xplan) Knowledge of regulation and TCF principles. Knowledge of pensions, investments, Personal/Business protection, IHT Ability to work largely unsupervised, but to contribute and participate in team goals/objectives Regulated sales experience Client management experience Preferably a mix of bank and IFA experience. Qualifications: Achievement of QCA Level 4 Minimum - Required Chartered or working toward AF7 - Desired Benefits: Private medical insurance Life Assurance (4x salary) Car Allowance Employer pension contributions Income protection (75% salary for 3 years) Critical Illness (£50,000 lump sum) If you are interested in this position, please email your CV to Josie at Artemis
Dec 07, 2022
Full time
Our client is looking for a Private Client Adviser to join their team. This will be a home/office/hybrid based role, working with an existing bank of recurring income clients and to address their clients financial planning needs. Our client is looking for a candidate with drive to be able to generate new business and clients from different sources to grow the client bank to generate compliant initial and generate ongoing income for the company. Key Responsibilities: To comply with FCA rules and guidance and Compliance and T&C procedures. To act and deliver in accordance with the TCF principles at all times. Proactively generate new business opportunities using existing clients, leads provided by the company and self generated opportunities. To prepare full and complete reports to be reported weekly and monthly as per the requirements of your management team. Deal with client affairs with integrity and efficiency. Professionally develop introducers assigned Liaise daily/weekly with Business Service Centre / Paraplanning / Client Liaison / RM&C to ensure client activity and work is progressing. Liaise and engage with PCMs/HoC Client Services as often as required to meet supervisory and development requirements. To maintain and develop client relations, maximising their potential and to accurately input information into the CRM system in a timely manner. To ensure all revenue targets are met and work is completed in a compliant manner and meets the company's quality standards. To adhere fully to the company's Private Client Proposition To work in a team environment To demonstrate commitment to the team by responding to referrals within the agreed SLA. To maintain appropriate CPD Skills and Experience: Research, analysis and interpretation, file preparation, and report writing Strong written and verbal communication skills. Strong people management. Comfortable at presenting to various group sizes. Strong planning and organising/diary management. Competent at using Microsoft packages and client databases (i.e., IRESS Xplan) Knowledge of regulation and TCF principles. Knowledge of pensions, investments, Personal/Business protection, IHT Ability to work largely unsupervised, but to contribute and participate in team goals/objectives Regulated sales experience Client management experience Preferably a mix of bank and IFA experience. Qualifications: Achievement of QCA Level 4 Minimum - Required Chartered or working toward AF7 - Desired Benefits: Private medical insurance Life Assurance (4x salary) Car Allowance Employer pension contributions Income protection (75% salary for 3 years) Critical Illness (£50,000 lump sum) If you are interested in this position, please email your CV to Josie at Artemis
Our client is looking for a talented Investor Services Associate to join their team in London. Job Purpose • Process and administer Premier Fund Managers (PFM) business timely and accurately. • Support the management of Premier Portfolio Management (PPM) business. • Monitor, oversee and process discretionary and funds business on relevant platforms (internal or external). • Act as a point of escalation between Premier Fund Managers and Premier Portfolio Managers. • Support and proactively manage PFM and PPM projects as they relate to Investor Services. • Be proactive in managing the launch and ongoing administration of the distribution portal (Connect). • Service clients and advisers timely and accurately, and in line with the propositions. • Support any testing or project requirements relating to operational or regulatory changes. Education / Qualifications • Educated to GCSE level or equivalent Experience / Knowledge • Experience of working in Investor / Client Services in the finance industry, preferably in Fund Management, Wealth Management or other similar customer / adviser facing role Skills • Team player with a positive, results orientated approach; • Communication skills with the ability to communicate effective - both written and verbally at all levels; • Strong Interpersonal skills; • Ability to prioritise workload and adhere to deadlines; • Good Problem Solving skills. • Ability to demonstrate tact and diplomacy when coping with difficult situations; • Good administrative and personal organisational skills; • Good numeracy skills. • Good IT skills / ability to use Microsoft Office and Excel. If this position is of interest to you then please forward your CV to Josie at Artemis Recruitment.
Dec 06, 2022
Full time
Our client is looking for a talented Investor Services Associate to join their team in London. Job Purpose • Process and administer Premier Fund Managers (PFM) business timely and accurately. • Support the management of Premier Portfolio Management (PPM) business. • Monitor, oversee and process discretionary and funds business on relevant platforms (internal or external). • Act as a point of escalation between Premier Fund Managers and Premier Portfolio Managers. • Support and proactively manage PFM and PPM projects as they relate to Investor Services. • Be proactive in managing the launch and ongoing administration of the distribution portal (Connect). • Service clients and advisers timely and accurately, and in line with the propositions. • Support any testing or project requirements relating to operational or regulatory changes. Education / Qualifications • Educated to GCSE level or equivalent Experience / Knowledge • Experience of working in Investor / Client Services in the finance industry, preferably in Fund Management, Wealth Management or other similar customer / adviser facing role Skills • Team player with a positive, results orientated approach; • Communication skills with the ability to communicate effective - both written and verbally at all levels; • Strong Interpersonal skills; • Ability to prioritise workload and adhere to deadlines; • Good Problem Solving skills. • Ability to demonstrate tact and diplomacy when coping with difficult situations; • Good administrative and personal organisational skills; • Good numeracy skills. • Good IT skills / ability to use Microsoft Office and Excel. If this position is of interest to you then please forward your CV to Josie at Artemis Recruitment.
