Job Title: Private Wealth Client Onboarding Administrator Job Details Date: 11 Oct 2024 Sector: FINANCIAL MARKETS Type: Permanent Location: London Salary: £50,000 - 55,000 per annum Email: Ref: DB 11/10/2024 Company Overview A Wealth and Asset Management company based in the City of London is seeking an experienced Senior Client Services Administrator to work with Investment Managers in the Private Client team. The role involves delivering high-quality client service and suggesting improvements to the department's working practices. Role Details This is a hybrid role, with 3 days in the office and 2 days working from home. Responsibilities Work closely with Investment Managers from the start of the client relationship to discuss requirements, arrange account opening, liaise with internal teams and third parties, and maintain ongoing contact with clients. Maintain existing client accounts, including AML reviews, amendments to agreements, sub-accounts, and record keeping. Liaise with third parties regarding custodial matters and the opening of derivative and FFX accounts. Develop ongoing relationships with clients where appropriate. Administer client data on internal and external systems. Handle client queries related to reporting, cash transactions, custody arrangements, and transitions. Coordinate with third-party consultants and audit firms to meet client requirements. Collaborate with colleagues across the business to ensure high-quality service delivery. Assist and train new and junior team members and other departments as needed. Provide support to Investment Managers and cover for the Client Administration Team. Attend client meetings when required. Person Specification Sound technical knowledge and experience of client onboarding within an Asset Management environment. Minimum 2 years' experience in a similar role. Strong understanding of the structure and organization of Asset Management firms. Excellent organizational skills with the ability to work independently and motivate oneself. Ability to prioritize tasks to meet deadlines and handle multiple responsibilities. Strong written and verbal communication skills. Confidence to interact directly with clients and colleagues at all levels. Numerical, analytical, and PC skills. Knowledge of investment parameters and fee structures for discretionary portfolios. Familiarity with investment instruments, securities, corporate actions, and capital gains tax rules. Relevant industry qualifications such as IOC.
Jul 17, 2025
Full time
Job Title: Private Wealth Client Onboarding Administrator Job Details Date: 11 Oct 2024 Sector: FINANCIAL MARKETS Type: Permanent Location: London Salary: £50,000 - 55,000 per annum Email: Ref: DB 11/10/2024 Company Overview A Wealth and Asset Management company based in the City of London is seeking an experienced Senior Client Services Administrator to work with Investment Managers in the Private Client team. The role involves delivering high-quality client service and suggesting improvements to the department's working practices. Role Details This is a hybrid role, with 3 days in the office and 2 days working from home. Responsibilities Work closely with Investment Managers from the start of the client relationship to discuss requirements, arrange account opening, liaise with internal teams and third parties, and maintain ongoing contact with clients. Maintain existing client accounts, including AML reviews, amendments to agreements, sub-accounts, and record keeping. Liaise with third parties regarding custodial matters and the opening of derivative and FFX accounts. Develop ongoing relationships with clients where appropriate. Administer client data on internal and external systems. Handle client queries related to reporting, cash transactions, custody arrangements, and transitions. Coordinate with third-party consultants and audit firms to meet client requirements. Collaborate with colleagues across the business to ensure high-quality service delivery. Assist and train new and junior team members and other departments as needed. Provide support to Investment Managers and cover for the Client Administration Team. Attend client meetings when required. Person Specification Sound technical knowledge and experience of client onboarding within an Asset Management environment. Minimum 2 years' experience in a similar role. Strong understanding of the structure and organization of Asset Management firms. Excellent organizational skills with the ability to work independently and motivate oneself. Ability to prioritize tasks to meet deadlines and handle multiple responsibilities. Strong written and verbal communication skills. Confidence to interact directly with clients and colleagues at all levels. Numerical, analytical, and PC skills. Knowledge of investment parameters and fee structures for discretionary portfolios. Familiarity with investment instruments, securities, corporate actions, and capital gains tax rules. Relevant industry qualifications such as IOC.
Quick Registration: First Name , Last Name , e-mail , Phone , Sector, Location Our client is a Global Financial Broking firm in London. Positions available: Client Onboarding KYC Associate (5 days a week in London) Administration Assistant - Financial Services Financial Market making company Wealth and Asset Management firm PA/Administrator - leading City consultants Date: 21 Dec 2023 Sector: PA / SECRETARIAL Type: Permanent Location: London Salary: £30,000 - 38,000 per annum Email: Ref: BT8891 Role: PA/Administrator to £38,000 This leading consultancy, accounting, and business advisory firm offers an exceptionally friendly and team-oriented atmosphere and is continuing to grow. They are seeking an experienced PA/Administrator for one of their divisions. This role is varied and involves working with a diverse and interesting range of clients. It is ideal for a candidate with PA or secretarial experience, potentially within a smaller organization or outside the City, looking to develop their career. Responsibilities include: Supporting the Administration Manager with administrative tasks, including updating Practice Engine (PE), creating interim bills, staff reports, organizing training sessions, and booking performance review meetings. Managing the Admin Inbox, handling tasks such as bank letters, workspace setup, account amendments, document formatting, incoming post, and ad-hoc queries. Updating tracking logs such as the Client list, Billing spreadsheet, Accounts Log, and Staff in Office spreadsheet. Ensuring all work is completed within agreed timescales, escalating issues as necessary. Producing, formatting, and amending Word documents and management reports, including financial statements, following in-house formatting styles. Supporting team members and providing admin assistance as needed. Handling ad hoc reporting and assisting with administration projects. Supporting the production of marketing materials. Liaising with the Administration Manager to update staff and client databases. Managing tenders for new work and tracking progress. Maintaining up-to-date client files and regular filing and archiving. Creating interim bills weekly. Coordinating team members' diaries. Ensuring stationery supplies are stocked. Producing documents from audio or handwritten notes in required styles.
Jul 17, 2025
Full time
Quick Registration: First Name , Last Name , e-mail , Phone , Sector, Location Our client is a Global Financial Broking firm in London. Positions available: Client Onboarding KYC Associate (5 days a week in London) Administration Assistant - Financial Services Financial Market making company Wealth and Asset Management firm PA/Administrator - leading City consultants Date: 21 Dec 2023 Sector: PA / SECRETARIAL Type: Permanent Location: London Salary: £30,000 - 38,000 per annum Email: Ref: BT8891 Role: PA/Administrator to £38,000 This leading consultancy, accounting, and business advisory firm offers an exceptionally friendly and team-oriented atmosphere and is continuing to grow. They are seeking an experienced PA/Administrator for one of their divisions. This role is varied and involves working with a diverse and interesting range of clients. It is ideal for a candidate with PA or secretarial experience, potentially within a smaller organization or outside the City, looking to develop their career. Responsibilities include: Supporting the Administration Manager with administrative tasks, including updating Practice Engine (PE), creating interim bills, staff reports, organizing training sessions, and booking performance review meetings. Managing the Admin Inbox, handling tasks such as bank letters, workspace setup, account amendments, document formatting, incoming post, and ad-hoc queries. Updating tracking logs such as the Client list, Billing spreadsheet, Accounts Log, and Staff in Office spreadsheet. Ensuring all work is completed within agreed timescales, escalating issues as necessary. Producing, formatting, and amending Word documents and management reports, including financial statements, following in-house formatting styles. Supporting team members and providing admin assistance as needed. Handling ad hoc reporting and assisting with administration projects. Supporting the production of marketing materials. Liaising with the Administration Manager to update staff and client databases. Managing tenders for new work and tracking progress. Maintaining up-to-date client files and regular filing and archiving. Creating interim bills weekly. Coordinating team members' diaries. Ensuring stationery supplies are stocked. Producing documents from audio or handwritten notes in required styles.
Quick Registration First Name Last Name e-mail Phone Sector Location Our client is a Global Financial Broking firm in London. Client Onboarding KYC Associate. 5 days a week in Administration Assistant - Financial Services Our client is a Financial Market making company in Our client is a Wealth and Asset Management firm in Our client is looking for a Compensation/Payroll and Benefits Officer to support a Compensation and Benefits Manager and small team 4 days in office - 1 day from home. The person in this role will be responsible for delivering first-class administrative support to the payroll team, supporting across payroll, compensation, and benefits activities. The team comprises the Compensation & Benefits Manager and Payroll and Benefits Supervisor, who you will work closely with. We are seeking a very strong administrator, who is analytical in thinking, highly numerate, and has excellent MS Office skills, especially Excel. You will be a self-starter, committed, with a high focus on accuracy, able to work to deadlines. Previous administration experience within a payroll team will be advantageous. What you'll be doing Data entry for new starters, leavers, and transfers. Processing employee changes for various payrolls, including overseas. Helping to produce statutory calculations - Tax, NI, SMP, SSP. Providing assistance with benefits administration (e.g., updating schemes with new starters, leavers, transfers, and employee data changes; assisting with renewals of schemes). Liaising with HMRC and Third-Party Benefits Providers. Timesheet and overtime entry. Supporting audit processes. Being a point of contact for the payroll team, responding to queries, and escalating where necessary. General administrative tasks including filing, scanning, and handling post. Running payroll end-to-end, including RTI submissions. Assisting with Year-End P60s and P11Ds. Additional duties as required to meet business needs. WORKING HOURS: Monday to Friday, 9am - 5:30pm (with flexibility). This role could be suitable for a parent returning to work. WHAT WE ARE LOOKING FOR: Knowledge of ResourceLink Payroll system is preferable. Experience in payroll administration. Excellent Microsoft Excel skills. Ability to maintain confidentiality and exercise discretion. Excellent problem-solving and judgment skills. Strong organizational skills and ability to work under pressure. Ability to handle and prioritize multiple tasks and meet deadlines. High attention to detail and accuracy in reviewing payroll, reports, and HR systems. Proactive approach to ensure all deadlines are met.
Jul 17, 2025
Full time
Quick Registration First Name Last Name e-mail Phone Sector Location Our client is a Global Financial Broking firm in London. Client Onboarding KYC Associate. 5 days a week in Administration Assistant - Financial Services Our client is a Financial Market making company in Our client is a Wealth and Asset Management firm in Our client is looking for a Compensation/Payroll and Benefits Officer to support a Compensation and Benefits Manager and small team 4 days in office - 1 day from home. The person in this role will be responsible for delivering first-class administrative support to the payroll team, supporting across payroll, compensation, and benefits activities. The team comprises the Compensation & Benefits Manager and Payroll and Benefits Supervisor, who you will work closely with. We are seeking a very strong administrator, who is analytical in thinking, highly numerate, and has excellent MS Office skills, especially Excel. You will be a self-starter, committed, with a high focus on accuracy, able to work to deadlines. Previous administration experience within a payroll team will be advantageous. What you'll be doing Data entry for new starters, leavers, and transfers. Processing employee changes for various payrolls, including overseas. Helping to produce statutory calculations - Tax, NI, SMP, SSP. Providing assistance with benefits administration (e.g., updating schemes with new starters, leavers, transfers, and employee data changes; assisting with renewals of schemes). Liaising with HMRC and Third-Party Benefits Providers. Timesheet and overtime entry. Supporting audit processes. Being a point of contact for the payroll team, responding to queries, and escalating where necessary. General administrative tasks including filing, scanning, and handling post. Running payroll end-to-end, including RTI submissions. Assisting with Year-End P60s and P11Ds. Additional duties as required to meet business needs. WORKING HOURS: Monday to Friday, 9am - 5:30pm (with flexibility). This role could be suitable for a parent returning to work. WHAT WE ARE LOOKING FOR: Knowledge of ResourceLink Payroll system is preferable. Experience in payroll administration. Excellent Microsoft Excel skills. Ability to maintain confidentiality and exercise discretion. Excellent problem-solving and judgment skills. Strong organizational skills and ability to work under pressure. Ability to handle and prioritize multiple tasks and meet deadlines. High attention to detail and accuracy in reviewing payroll, reports, and HR systems. Proactive approach to ensure all deadlines are met.
Transfer Agency Administrator x6 page is loaded Transfer Agency Administrator x6 Apply locations Edinburgh WRS - United Kingdom time type Full time posted on Posted Yesterday job requisition id REQ-14945 Transfer Agency Administrator x6 Edinburgh or London Permanent £Competitive + benefits + training + progression Looking to grow your investment operations career? Want to work in a fast-paced, regulated environment with a global fintech business? We're hiring for 6 Transfer Agency Administrators to join our growing TA Services team, based in either Edinburgh or London. This is a great opportunity for someone with experience in financial operations or fund administration who is ready to build their expertise and take on new challenges in a dynamic, supportive team. You'll work across a wide range of responsibilities including dealing, transfers, settlements and register maintenance - helping to ensure clients and investors are served efficiently and accurately. What you'll be doing: In this varied and fast-moving role, you'll be responsible for ensuring the accurate and timely processing of investor transactions and maintaining legal registers for Authorised Corporate Directors (ACDs). Your work will be key to delivering high standards of service and regulatory compliance across the transfer agency. Day-to-day responsibilities include: Receiving and placing investor fund deals into the TA system Managing box transactions and settlements Handling ISA transfer applications (in and out) Performing cash settlements for trades across different banking platforms Calculating and processing distributions to investors Maintaining registers and processing stock transfers Responding to client and investor telephone queries Supporting on-boarding and registration for new clients Adhering to internal procedures and industry regulations including FCA COLL and CASS Participating in project work as required What we're looking for: You'll need to be organised, proactive, and confident working with daily deadlines. A background in financial administration or operations is ideal, and a strong eye for detail is essential. To succeed in this role, you'll have: Experience in a financial services or investment admin role Good working knowledge of Excel and standard MS Office tools Excellent accuracy and attention to detail Confidence working in a regulated environment Strong communication skills and willingness to collaborate Awareness of AML and KYC principles (desirable) IOC qualification or modules completed (desirable) Why join FNZ? At FNZ, you'll be part of a global fintech company that's transforming the future of investment and wealth management. We support our people with the tools and training they need to grow and thrive in their careers. Here's what you can expect: Competitive salary and annual bonus Hybrid working and modern city-centre offices Private medical and life insurance Cycle to work and wellbeing benefits Paid training and support for qualifications Real career progression opportunities within a global business Inclusive, friendly, high-performance culture Ready to grow your financial services career in a team that values your impact? Apply now to join FNZ as a Transfer Agency Administrator and help power the future of investment operations. About FNZ FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. We created wealth's growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.7 trillion in assets under administration (AUA). Together with our customers, we help over 26 million people from all wealth segments to invest in their future. About Us FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. We created wealth's growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.7 trillion in assets under administration (AUA). Together with our customers, we help over 26 million people from all wealth segments to invest in their future.
Jul 16, 2025
Full time
Transfer Agency Administrator x6 page is loaded Transfer Agency Administrator x6 Apply locations Edinburgh WRS - United Kingdom time type Full time posted on Posted Yesterday job requisition id REQ-14945 Transfer Agency Administrator x6 Edinburgh or London Permanent £Competitive + benefits + training + progression Looking to grow your investment operations career? Want to work in a fast-paced, regulated environment with a global fintech business? We're hiring for 6 Transfer Agency Administrators to join our growing TA Services team, based in either Edinburgh or London. This is a great opportunity for someone with experience in financial operations or fund administration who is ready to build their expertise and take on new challenges in a dynamic, supportive team. You'll work across a wide range of responsibilities including dealing, transfers, settlements and register maintenance - helping to ensure clients and investors are served efficiently and accurately. What you'll be doing: In this varied and fast-moving role, you'll be responsible for ensuring the accurate and timely processing of investor transactions and maintaining legal registers for Authorised Corporate Directors (ACDs). Your work will be key to delivering high standards of service and regulatory compliance across the transfer agency. Day-to-day responsibilities include: Receiving and placing investor fund deals into the TA system Managing box transactions and settlements Handling ISA transfer applications (in and out) Performing cash settlements for trades across different banking platforms Calculating and processing distributions to investors Maintaining registers and processing stock transfers Responding to client and investor telephone queries Supporting on-boarding and registration for new clients Adhering to internal procedures and industry regulations including FCA COLL and CASS Participating in project work as required What we're looking for: You'll need to be organised, proactive, and confident working with daily deadlines. A background in financial administration or operations is ideal, and a strong eye for detail is essential. To succeed in this role, you'll have: Experience in a financial services or investment admin role Good working knowledge of Excel and standard MS Office tools Excellent accuracy and attention to detail Confidence working in a regulated environment Strong communication skills and willingness to collaborate Awareness of AML and KYC principles (desirable) IOC qualification or modules completed (desirable) Why join FNZ? At FNZ, you'll be part of a global fintech company that's transforming the future of investment and wealth management. We support our people with the tools and training they need to grow and thrive in their careers. Here's what you can expect: Competitive salary and annual bonus Hybrid working and modern city-centre offices Private medical and life insurance Cycle to work and wellbeing benefits Paid training and support for qualifications Real career progression opportunities within a global business Inclusive, friendly, high-performance culture Ready to grow your financial services career in a team that values your impact? Apply now to join FNZ as a Transfer Agency Administrator and help power the future of investment operations. About FNZ FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. We created wealth's growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.7 trillion in assets under administration (AUA). Together with our customers, we help over 26 million people from all wealth segments to invest in their future. About Us FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. We created wealth's growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.7 trillion in assets under administration (AUA). Together with our customers, we help over 26 million people from all wealth segments to invest in their future.
Quick Registration: First Name , Last Name , e-mail , Phone , Sector Location Our client is a Global Financial Broking firm in London. Client Onboarding KYC Associate. 5 days a week in Administration Assistant - Financial Services Our client is a Financial Market making company in Our client is a Wealth and Asset Management firm in Insurance Controls & Operations Administrator Date: 1 Jun 2023 Sector: ADMINISTRATION Type: Permanent Location: London Salary: £28000 - 33000 per annum Email: Ref: BT663 Insurance Controls & Operations Administrator £28,000 - £33,000 This leading insurance underwriters have an excellent international reputation and offer a friendly and inclusive working environment. They are now looking for an administrator to join their Controls and Data Assurance team. Previous compliance or insurance administration experience would be preferred combined with an A level (or equivalent) standard of education. Duties To facilitate and administer the review process for all service contracts and outsourcing arrangements, ensuring compliance with all appropriate legislation and internal governance processes. To keep up to date with ongoing regulatory changes. To work with the Sourcing team regarding changes in legislative requirements and ongoing process changes and efficiencies. To collate reporting on performance of client agreements and intra group sourcing. To collate, review, maintain and update as required, key process timetables detailing multi-departmental activities across the business, to enable timely delivery of external reports and returns. To identify, track and resolve key process issues raised as part of timetable monitoring. To maintain the process framework (comprising of a central process library with departmental process maps, procedures and policies, together with cycle documentation detailing key cross departmental data flows). To support annual reviews of the process library and add new processes as required. Support and enable improvement initiatives fostering and delivering a continual improvement ethos. Work with the business to perform controls and testing to support internal control framework. Preparing reporting to key audiences, including governance committees, based on each period's KPI's, communicating areas of concern, improvements and changes. To support the Team in developing new KPI's and Performance Metrics.
Jul 16, 2025
Full time
Quick Registration: First Name , Last Name , e-mail , Phone , Sector Location Our client is a Global Financial Broking firm in London. Client Onboarding KYC Associate. 5 days a week in Administration Assistant - Financial Services Our client is a Financial Market making company in Our client is a Wealth and Asset Management firm in Insurance Controls & Operations Administrator Date: 1 Jun 2023 Sector: ADMINISTRATION Type: Permanent Location: London Salary: £28000 - 33000 per annum Email: Ref: BT663 Insurance Controls & Operations Administrator £28,000 - £33,000 This leading insurance underwriters have an excellent international reputation and offer a friendly and inclusive working environment. They are now looking for an administrator to join their Controls and Data Assurance team. Previous compliance or insurance administration experience would be preferred combined with an A level (or equivalent) standard of education. Duties To facilitate and administer the review process for all service contracts and outsourcing arrangements, ensuring compliance with all appropriate legislation and internal governance processes. To keep up to date with ongoing regulatory changes. To work with the Sourcing team regarding changes in legislative requirements and ongoing process changes and efficiencies. To collate reporting on performance of client agreements and intra group sourcing. To collate, review, maintain and update as required, key process timetables detailing multi-departmental activities across the business, to enable timely delivery of external reports and returns. To identify, track and resolve key process issues raised as part of timetable monitoring. To maintain the process framework (comprising of a central process library with departmental process maps, procedures and policies, together with cycle documentation detailing key cross departmental data flows). To support annual reviews of the process library and add new processes as required. Support and enable improvement initiatives fostering and delivering a continual improvement ethos. Work with the business to perform controls and testing to support internal control framework. Preparing reporting to key audiences, including governance committees, based on each period's KPI's, communicating areas of concern, improvements and changes. To support the Team in developing new KPI's and Performance Metrics.
Quick Registration: First Name , Last Name , e-mail , Phone , Sector, Location Our client is a Global Financial Broking firm in London. Client Onboarding KYC Associate Position: 5 days a week in London Administration Assistant - Financial Services Our client is a Financial Market making company in London. Wealth and Asset Management firm Our client is a Wealth and Asset Management firm in London. Team Administrator/Secretary - Professional Services Date: 18 May 2023 Sector: ADMINISTRATION Type: Permanent Location: London Salary: £23,000 - 27,000 per annum Email: Ref: BT8834 Job Details We are looking for a candidate with good GCSEs or A levels, a secretarial or administration qualification, and some office experience. This is an excellent opportunity to develop your career with a well-respected and friendly firm of consultants and business advisors based in the City of London. The company offers a generous benefits package and hybrid working opportunities. Responsibilities Book meetings and ensure procedures are followed. Assist the team with typing requirements, producing documents from various sources in the required style and layout. Stand in for Team Administrators when absent. Save documents on the network following the firm's procedures. Ensure all documents are free from errors and grammatically correct. Answer calls, transfer, and take messages promptly. Maintain regular meetings with Directors for delegation. Handle tasks with confidentiality and discretion. Set up new clients and perform money laundering checks. Maintain confidentiality and comply with security regulations. Update/delete client charges in the database. Update system with client status changes. Process credit card payments. Assist with administration of the fee protection service.
Jul 16, 2025
Full time
Quick Registration: First Name , Last Name , e-mail , Phone , Sector, Location Our client is a Global Financial Broking firm in London. Client Onboarding KYC Associate Position: 5 days a week in London Administration Assistant - Financial Services Our client is a Financial Market making company in London. Wealth and Asset Management firm Our client is a Wealth and Asset Management firm in London. Team Administrator/Secretary - Professional Services Date: 18 May 2023 Sector: ADMINISTRATION Type: Permanent Location: London Salary: £23,000 - 27,000 per annum Email: Ref: BT8834 Job Details We are looking for a candidate with good GCSEs or A levels, a secretarial or administration qualification, and some office experience. This is an excellent opportunity to develop your career with a well-respected and friendly firm of consultants and business advisors based in the City of London. The company offers a generous benefits package and hybrid working opportunities. Responsibilities Book meetings and ensure procedures are followed. Assist the team with typing requirements, producing documents from various sources in the required style and layout. Stand in for Team Administrators when absent. Save documents on the network following the firm's procedures. Ensure all documents are free from errors and grammatically correct. Answer calls, transfer, and take messages promptly. Maintain regular meetings with Directors for delegation. Handle tasks with confidentiality and discretion. Set up new clients and perform money laundering checks. Maintain confidentiality and comply with security regulations. Update/delete client charges in the database. Update system with client status changes. Process credit card payments. Assist with administration of the fee protection service.
Type of Position: New Business Administrator (Wealth Management) - London New Business Administrator (Wealth Management) - London Our client is seeking a New Business Administrator to join their Wealth Management team based in London. This role offers a hybrid working arrangement with 3 days in the office. Main Duties and Responsibilities: Develop a thorough understanding of the new business process and assist in its development where necessary. Submit all forms of new business. Create New Business Events and update them on risk / NTU'd. Ensure cases are progressed to transfer completion and plans are flagged on risk. Update X-Plan with full plan details. Follow procedures to close off transferred / re-brokered plans. Add fund accounts and initial funds, including full account details such as risk profile, account type, mandate, etc. Download and save all contract notes to client records. Communicate with clients once new plans are in place, including sending policy documents where applicable. Send fortnightly updates to Advisers on case progress. Ensure all cases are signed off by the Compliance Department and all pre-submission tasks are completed. Liaise with clients to arrange medical appointments. Update and follow threads on X-Plan, ensuring all tasks are closed upon completion. Manage fund switches when new business is finalized. Perform any other reasonable tasks as assigned. If you agree to be contacted regarding our products or services, please opt in by ticking the box. More information about data handling in accordance with the General Data Protection Regulation can be found in our Privacy Policy.
Jul 16, 2025
Full time
Type of Position: New Business Administrator (Wealth Management) - London New Business Administrator (Wealth Management) - London Our client is seeking a New Business Administrator to join their Wealth Management team based in London. This role offers a hybrid working arrangement with 3 days in the office. Main Duties and Responsibilities: Develop a thorough understanding of the new business process and assist in its development where necessary. Submit all forms of new business. Create New Business Events and update them on risk / NTU'd. Ensure cases are progressed to transfer completion and plans are flagged on risk. Update X-Plan with full plan details. Follow procedures to close off transferred / re-brokered plans. Add fund accounts and initial funds, including full account details such as risk profile, account type, mandate, etc. Download and save all contract notes to client records. Communicate with clients once new plans are in place, including sending policy documents where applicable. Send fortnightly updates to Advisers on case progress. Ensure all cases are signed off by the Compliance Department and all pre-submission tasks are completed. Liaise with clients to arrange medical appointments. Update and follow threads on X-Plan, ensuring all tasks are closed upon completion. Manage fund switches when new business is finalized. Perform any other reasonable tasks as assigned. If you agree to be contacted regarding our products or services, please opt in by ticking the box. More information about data handling in accordance with the General Data Protection Regulation can be found in our Privacy Policy.
We're growing and want you to be a part of our journey. Operational Solutions - Manager Isio is recruiting for a Pensions Consultantto join our Pensions Operational Solutions Team as a Manager,where we are at the forefront of enabling schemes to deliver the best outcomes for members. Working with some of the largest and most complex pensions schemes in the country, we support schemes to deliver their strategic goals by undertaking reviews of pension scheme data, benefit calculations, and processes and controls. We are focussed on delivering solutions and positive outcomes to our clients and their members. As part of this role, you'll be working in Isio's Actuarial & Consulting team - over 400 pensions consultants and actuaries advising a diverse range of clients and stakeholders across the private, public and not-for-profit sectors. We advise on everything from helping trustees and sponsors to manage their defined benefit plans, running large scale communications projects, and implementing alternative reward and pension provision. The range of work we get involved with is vast and there'll be opportunities for you to gain lots of great, new experiences and put your skills to the test. Role and Responsibilities Lead the day to day delivery of projects to a number of our pension clients who include some of the largest and most complex DB and DC pensions schemes in the UK. Work directly with pension providers and insurers and with some public services schemes. Work with our clients to design and deliver reviews of administration operations, service improvement plans and data management plans. Involvement in GMP reconciliation and data cleansing work prior to GMP equalisation, or other data and benefit audit projects. Responsibility for leading the day to day management of the people delivering these projects, as well as being the first point of contact for your clients. Review the work carried out by more junior members of the team as well as working directly with clients yourself. Train and mentor more junior members of the team. Develop relationships with current clients and potential targets in order to support the team to secure further work and add to revenue. Key Skills & Experience Key technical skills required include: In-depth understanding of Defined Benefit (DB) and Defined Contribution (DC) pension schemes, including their administration and regulatory requirements. Previous experience as a consultant or an experienced Senior Pensions Administrator in a consultancy-based environment with significant experience in a client facing role. Ability to review and interpret complex data and reports, ensuring accuracy and compliance. Expertise in technical aspects of pensions administration, including calculations, benefit audits, and service improvement plans. Knowledge of UK pension regulations and compliance requirements to ensure all activities meet legal standards. Ability to lead and manage multiple projects simultaneously, ensuring timely delivery and quality outcomes. As a challenger in the industry, we are looking for individuals with excellent communication skills and a natural aptitude for a consulting career, alongside a commercial outlook and an entrepreneurial mindset . A great communicator - someone who has the ability to explain complex problems in a simple way to help everyone around the table understand. Enthusiasm and motivation - a great deal of desire of solving problems and providing a great service to our clients. Strong organisational skills. A great team worker - experience in leading teams, mentoring junior members, and managing day-to-day operations. A curious mindset - an awareness of relevant industry challenges and our clients' strategic challenges. Skills in developing client relationships and identifying opportunities for business development. Demonstrated Commitment to our Core Purpose Power in Partnership : We work in partnership with our clients & each other - building open and trusted relationships. Working together allows us to deliver the best for our clients. Future Focus : We want to push our industry forward by solving problems in better ways that benefit both our clients & society. Strength in Difference : We work with diverse perspectives to find better solutions. Working with differences makes us stronger. People First : We recognise that pensions is a people business. People are the source of Isio's expertise and it is people's lives that we affect through our advice. Where is the role? We can offer a range of locations for you to choose from - we have Isio offices in Belfast, Birmingham, Bristol, Croydon, Edinburgh, Glasgow, Leeds, London, Manchester and Reading. We work on a hybrid basis, offering the opportunity for colleagues to split their time between working in the office and at home, with an expectation of 2 -3 days in the office. You may be required to travel to a client site occasionally. What we offer you Isio is a people business, and we're committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business . The variety of work that'll be available to you will enable you to do this. You can find out more about Isio and the benefits we offer here Isio - Careers & Benefits . About Isio Isio was 'born' in 2020 from the sale of KPMG UK's Pension Practice to a private equity firm. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience. Isio is built by challengers, innovators and forward-thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone. We empower and develop those who join us - valuing curious minds and giving people the freedom to outperform. Known and respected for our agility, we harness specialist experience, bold thinking and the desire to push the boundaries of what we can achieve for our clients, from small to blue chip, public to private. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please email
Jul 16, 2025
Full time
We're growing and want you to be a part of our journey. Operational Solutions - Manager Isio is recruiting for a Pensions Consultantto join our Pensions Operational Solutions Team as a Manager,where we are at the forefront of enabling schemes to deliver the best outcomes for members. Working with some of the largest and most complex pensions schemes in the country, we support schemes to deliver their strategic goals by undertaking reviews of pension scheme data, benefit calculations, and processes and controls. We are focussed on delivering solutions and positive outcomes to our clients and their members. As part of this role, you'll be working in Isio's Actuarial & Consulting team - over 400 pensions consultants and actuaries advising a diverse range of clients and stakeholders across the private, public and not-for-profit sectors. We advise on everything from helping trustees and sponsors to manage their defined benefit plans, running large scale communications projects, and implementing alternative reward and pension provision. The range of work we get involved with is vast and there'll be opportunities for you to gain lots of great, new experiences and put your skills to the test. Role and Responsibilities Lead the day to day delivery of projects to a number of our pension clients who include some of the largest and most complex DB and DC pensions schemes in the UK. Work directly with pension providers and insurers and with some public services schemes. Work with our clients to design and deliver reviews of administration operations, service improvement plans and data management plans. Involvement in GMP reconciliation and data cleansing work prior to GMP equalisation, or other data and benefit audit projects. Responsibility for leading the day to day management of the people delivering these projects, as well as being the first point of contact for your clients. Review the work carried out by more junior members of the team as well as working directly with clients yourself. Train and mentor more junior members of the team. Develop relationships with current clients and potential targets in order to support the team to secure further work and add to revenue. Key Skills & Experience Key technical skills required include: In-depth understanding of Defined Benefit (DB) and Defined Contribution (DC) pension schemes, including their administration and regulatory requirements. Previous experience as a consultant or an experienced Senior Pensions Administrator in a consultancy-based environment with significant experience in a client facing role. Ability to review and interpret complex data and reports, ensuring accuracy and compliance. Expertise in technical aspects of pensions administration, including calculations, benefit audits, and service improvement plans. Knowledge of UK pension regulations and compliance requirements to ensure all activities meet legal standards. Ability to lead and manage multiple projects simultaneously, ensuring timely delivery and quality outcomes. As a challenger in the industry, we are looking for individuals with excellent communication skills and a natural aptitude for a consulting career, alongside a commercial outlook and an entrepreneurial mindset . A great communicator - someone who has the ability to explain complex problems in a simple way to help everyone around the table understand. Enthusiasm and motivation - a great deal of desire of solving problems and providing a great service to our clients. Strong organisational skills. A great team worker - experience in leading teams, mentoring junior members, and managing day-to-day operations. A curious mindset - an awareness of relevant industry challenges and our clients' strategic challenges. Skills in developing client relationships and identifying opportunities for business development. Demonstrated Commitment to our Core Purpose Power in Partnership : We work in partnership with our clients & each other - building open and trusted relationships. Working together allows us to deliver the best for our clients. Future Focus : We want to push our industry forward by solving problems in better ways that benefit both our clients & society. Strength in Difference : We work with diverse perspectives to find better solutions. Working with differences makes us stronger. People First : We recognise that pensions is a people business. People are the source of Isio's expertise and it is people's lives that we affect through our advice. Where is the role? We can offer a range of locations for you to choose from - we have Isio offices in Belfast, Birmingham, Bristol, Croydon, Edinburgh, Glasgow, Leeds, London, Manchester and Reading. We work on a hybrid basis, offering the opportunity for colleagues to split their time between working in the office and at home, with an expectation of 2 -3 days in the office. You may be required to travel to a client site occasionally. What we offer you Isio is a people business, and we're committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business . The variety of work that'll be available to you will enable you to do this. You can find out more about Isio and the benefits we offer here Isio - Careers & Benefits . About Isio Isio was 'born' in 2020 from the sale of KPMG UK's Pension Practice to a private equity firm. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience. Isio is built by challengers, innovators and forward-thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone. We empower and develop those who join us - valuing curious minds and giving people the freedom to outperform. Known and respected for our agility, we harness specialist experience, bold thinking and the desire to push the boundaries of what we can achieve for our clients, from small to blue chip, public to private. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please email
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Playing an important support role at BDO, our Secretarial and Administration team contributes to our success by taking responsibility for planning and organisation. Their proactive approach to what we do ensures our projects operate seamlessly and co-operation remains strong across our firm. Whatever the challenge, they provide the foundations on which we can excel. Joining this team, you'll enjoy a friendly and supportive environment - and plenty of variety to keep you on your toes. Want to play your part in our international operation? We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. At BDO, we understand that an excellent Personal Assistant plays a vital role in a thriving business. We are seeking a dynamic and proactive PA to join our team of business support professionals to undertake a pivotal role in helping steer the firm to continued success. This is a career with a purpose. You will be a key member of the South East Business Support team based at Gatwick and provide a full range of support for 2 Audit Partners and an Audit Director in the Not for Profit sector in the London Audit Group (LAG). There role will require some attendance at our Baker Street office. Your role will extend beyond that of the known traditional PA to become a cornerstone in our operations. You are comfortable working proactively and managing your own tasks, as well as collaborating and communicating regularly with stakeholders to support and build long-lasting relationships. Your role will encompass a broad spectrum of responsibilities, including but not limited to:- Diary and travel management Email and meeting coordination Event co-ordination and support Basic project management support Business development/marketing assistance Document production Financial and HR system management Contribution to local and firm-wide initiatives Development of yourself General administrative support to the team, to include use and advocacy of the Business Support Hub Technical competencies required: Proficiency in the Microsoft suite Experience at PA/administrator level Exceptional attention to detail Ability to contribute to projects A good IT aptitude to learn our platforms GCSE English and Maths (or equivalent) Knowledge of relevant policies and frameworks Key attributes we value: Learning Mindset: Embrace continuous learning and apply your insights to our ever-changing business landscape Calm under Pressure: Maintain clarity and composure, making informed decisions and solving problems Adaptability: Juggle tasks and adapt swiftly to the dynamic needs of our firm Flexibility: Respond with agility to unforeseen changes, balancing professional and personal resilience Skilled Organisation: Anticipate needs and stay ahead, fostering a seamless partnership with stakeholders Clear Communication: Convey information effectively, honing skills in clarification, empathy, and active listening Commercial Acumen: Understand the business imperatives and contribute meaningfully to our strategic goals Strategic Thinking: Align your tasks with your stakeholders and our firm's vision, prioritising as needed Troubleshooting: Tackle challenges proactively, offering solutions that reinforce your indispensable role Resilience: Bounce back from setbacks with confidence, supporting colleagues through complex scenarios Planning: Master the art of foresight, navigating complexities with a clear understanding of priorities Tech Proficiency: Leverage technology to enhance processes and drive efficiency Accountability: Own your responsibilities, managing your workload and stakeholder relationships Problem-Solving and solution finding: Resolve issues independently, freeing stakeholders to focus on strategic endeavours. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jul 11, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Playing an important support role at BDO, our Secretarial and Administration team contributes to our success by taking responsibility for planning and organisation. Their proactive approach to what we do ensures our projects operate seamlessly and co-operation remains strong across our firm. Whatever the challenge, they provide the foundations on which we can excel. Joining this team, you'll enjoy a friendly and supportive environment - and plenty of variety to keep you on your toes. Want to play your part in our international operation? We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. At BDO, we understand that an excellent Personal Assistant plays a vital role in a thriving business. We are seeking a dynamic and proactive PA to join our team of business support professionals to undertake a pivotal role in helping steer the firm to continued success. This is a career with a purpose. You will be a key member of the South East Business Support team based at Gatwick and provide a full range of support for 2 Audit Partners and an Audit Director in the Not for Profit sector in the London Audit Group (LAG). There role will require some attendance at our Baker Street office. Your role will extend beyond that of the known traditional PA to become a cornerstone in our operations. You are comfortable working proactively and managing your own tasks, as well as collaborating and communicating regularly with stakeholders to support and build long-lasting relationships. Your role will encompass a broad spectrum of responsibilities, including but not limited to:- Diary and travel management Email and meeting coordination Event co-ordination and support Basic project management support Business development/marketing assistance Document production Financial and HR system management Contribution to local and firm-wide initiatives Development of yourself General administrative support to the team, to include use and advocacy of the Business Support Hub Technical competencies required: Proficiency in the Microsoft suite Experience at PA/administrator level Exceptional attention to detail Ability to contribute to projects A good IT aptitude to learn our platforms GCSE English and Maths (or equivalent) Knowledge of relevant policies and frameworks Key attributes we value: Learning Mindset: Embrace continuous learning and apply your insights to our ever-changing business landscape Calm under Pressure: Maintain clarity and composure, making informed decisions and solving problems Adaptability: Juggle tasks and adapt swiftly to the dynamic needs of our firm Flexibility: Respond with agility to unforeseen changes, balancing professional and personal resilience Skilled Organisation: Anticipate needs and stay ahead, fostering a seamless partnership with stakeholders Clear Communication: Convey information effectively, honing skills in clarification, empathy, and active listening Commercial Acumen: Understand the business imperatives and contribute meaningfully to our strategic goals Strategic Thinking: Align your tasks with your stakeholders and our firm's vision, prioritising as needed Troubleshooting: Tackle challenges proactively, offering solutions that reinforce your indispensable role Resilience: Bounce back from setbacks with confidence, supporting colleagues through complex scenarios Planning: Master the art of foresight, navigating complexities with a clear understanding of priorities Tech Proficiency: Leverage technology to enhance processes and drive efficiency Accountability: Own your responsibilities, managing your workload and stakeholder relationships Problem-Solving and solution finding: Resolve issues independently, freeing stakeholders to focus on strategic endeavours. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Client Experience Administrator Join GTS Finance and Wealth Management Support High-Net-Worth Clients and Advisory Excellence Are you an organized and detail-oriented administrator with experience in financial services? Do you excel in delivering top-tier client support and enjoy working in a fast-paced, advisory environment? GTS Finance and Wealth Management, a trusted recruitment agency in the financial sector, is seeking a Client Experience Administrator to support Private Client Partners in delivering outstanding client services. This is your chance to join a dynamic team in London and be the backbone of exceptional financial advisory experiences. About the Role As a Client Experience Administrator, you will be instrumental in ensuring the smooth delivery of GTS s client services proposition. You ll act as the first point of contact for Partners, handle key administrative tasks, and maintain strong relationships with clients, Partners, and providers. Your focus will be on ensuring every client interaction meets the highest standards of professionalism and care, reflecting the values of GTS Finance and Wealth Management. Key Responsibilities Serve as the first point of contact for Partners, addressing queries and fostering strong working relationships. Prepare and manage documentation, ensuring new business packs are complete before submission. Liaise with providers to track application progress and keep clients and Partners updated. Collaborate with Partners and Paraplanners to meet client expectations and resolve any potential issues proactively. Prepare personalized client packs for Partner meetings and maintain compliant client files. Input and manage client data in back-office systems, ensuring tasks are actioned within agreed timescales. Assist with scanning, archiving, and uploading documents to maintain efficient records. Provide general support to the Private Client Services Manager and Partners. Participate in company training and development initiatives to enhance your knowledge and skills. What You ll Bring Essential Skills & Experience : Administrative experience within a financial advisory environment. Knowledge of pensions and investments. Proven ability to build and maintain professional relationships with high-net-worth clients and Partners. Proficiency in Microsoft Office (Word, Excel, Outlook). Commitment to passing a basic financial industry exam within three months of employment (internal exam). Desirable Attributes : Experience with systems such as Intelligent Office, Assureweb, and Voyant. Previous exposure to high-net-worth clients. Personal Attributes Highly organized, able to prioritize tasks and meet deadlines under pressure. Strong communication skills with the ability to have challenging conversations confidently. Exceptional telephone manner and the ability to build rapport quickly. Integrity, discretion, and professionalism in handling confidential information. A self-starter who can work independently while being an effective team player. Why Join Us? This is a fantastic opportunity to support some of the industry s leading financial advisors while enhancing your skills and career prospects in a supportive and professional environment. GTS Finance and Wealth Management offers a collaborative atmosphere where you ll play a vital role in delivering exceptional client experiences. Ready to Take the Next Step? If this sounds like the perfect role for you, we d love to hear from you. Apply today through GTS Finance and Wealth Management and start your journey toward a rewarding career in financial services! To apply please send your CV to (url removed)
Mar 09, 2025
Full time
Client Experience Administrator Join GTS Finance and Wealth Management Support High-Net-Worth Clients and Advisory Excellence Are you an organized and detail-oriented administrator with experience in financial services? Do you excel in delivering top-tier client support and enjoy working in a fast-paced, advisory environment? GTS Finance and Wealth Management, a trusted recruitment agency in the financial sector, is seeking a Client Experience Administrator to support Private Client Partners in delivering outstanding client services. This is your chance to join a dynamic team in London and be the backbone of exceptional financial advisory experiences. About the Role As a Client Experience Administrator, you will be instrumental in ensuring the smooth delivery of GTS s client services proposition. You ll act as the first point of contact for Partners, handle key administrative tasks, and maintain strong relationships with clients, Partners, and providers. Your focus will be on ensuring every client interaction meets the highest standards of professionalism and care, reflecting the values of GTS Finance and Wealth Management. Key Responsibilities Serve as the first point of contact for Partners, addressing queries and fostering strong working relationships. Prepare and manage documentation, ensuring new business packs are complete before submission. Liaise with providers to track application progress and keep clients and Partners updated. Collaborate with Partners and Paraplanners to meet client expectations and resolve any potential issues proactively. Prepare personalized client packs for Partner meetings and maintain compliant client files. Input and manage client data in back-office systems, ensuring tasks are actioned within agreed timescales. Assist with scanning, archiving, and uploading documents to maintain efficient records. Provide general support to the Private Client Services Manager and Partners. Participate in company training and development initiatives to enhance your knowledge and skills. What You ll Bring Essential Skills & Experience : Administrative experience within a financial advisory environment. Knowledge of pensions and investments. Proven ability to build and maintain professional relationships with high-net-worth clients and Partners. Proficiency in Microsoft Office (Word, Excel, Outlook). Commitment to passing a basic financial industry exam within three months of employment (internal exam). Desirable Attributes : Experience with systems such as Intelligent Office, Assureweb, and Voyant. Previous exposure to high-net-worth clients. Personal Attributes Highly organized, able to prioritize tasks and meet deadlines under pressure. Strong communication skills with the ability to have challenging conversations confidently. Exceptional telephone manner and the ability to build rapport quickly. Integrity, discretion, and professionalism in handling confidential information. A self-starter who can work independently while being an effective team player. Why Join Us? This is a fantastic opportunity to support some of the industry s leading financial advisors while enhancing your skills and career prospects in a supportive and professional environment. GTS Finance and Wealth Management offers a collaborative atmosphere where you ll play a vital role in delivering exceptional client experiences. Ready to Take the Next Step? If this sounds like the perfect role for you, we d love to hear from you. Apply today through GTS Finance and Wealth Management and start your journey toward a rewarding career in financial services! To apply please send your CV to (url removed)
Quick Registration First Name Last Name e-mail Phone Sector Location Trainee Underwriting Assistant - Lloyd's We have a 6 month contract for Business Analysts with We looking for an HR Administrator with 12 months exp A Wealth and Asset Management company based in the Delegated Authority Technician. £40,000 - £55,000This Date: 11 Jul 2023 Sector: INSURANCE Type: Permanent Location: London Salary: £26000 - 29000 per annum Email: Ref: BT11011 Underwriting Operations Assistant . to £29,000 This leading Lloyd's underwriters have an excellent reputation and are now looking for a candidate with some insurance experience to join their London operations team. Whilst underwriting experience would be ideal, candidates with an understanding of new business form the broking side would also be positively considered. Duties: Input of business renewals Attachment of pre-bind sanctions documentation Attachment of slips and endorsements Completion of the underwriting system to trigger the risk entry workflow (and to ensure that signings are correct) Completion of the Pre-bind Quality Assurance checklist and attachment to all reference General maintenance of policy history, which involves organisation and filing Maintenance of aggregates input Completion of the Peer Review field for risks seen by 4 eyes Pricing model input tasks Preparing and distributing weekly reports to other departments Assist in the maintenance, review and updates to Business Partner procedure manuals Preparation of materials and attendance meetings as required by the Business Services Manager
Feb 21, 2025
Full time
Quick Registration First Name Last Name e-mail Phone Sector Location Trainee Underwriting Assistant - Lloyd's We have a 6 month contract for Business Analysts with We looking for an HR Administrator with 12 months exp A Wealth and Asset Management company based in the Delegated Authority Technician. £40,000 - £55,000This Date: 11 Jul 2023 Sector: INSURANCE Type: Permanent Location: London Salary: £26000 - 29000 per annum Email: Ref: BT11011 Underwriting Operations Assistant . to £29,000 This leading Lloyd's underwriters have an excellent reputation and are now looking for a candidate with some insurance experience to join their London operations team. Whilst underwriting experience would be ideal, candidates with an understanding of new business form the broking side would also be positively considered. Duties: Input of business renewals Attachment of pre-bind sanctions documentation Attachment of slips and endorsements Completion of the underwriting system to trigger the risk entry workflow (and to ensure that signings are correct) Completion of the Pre-bind Quality Assurance checklist and attachment to all reference General maintenance of policy history, which involves organisation and filing Maintenance of aggregates input Completion of the Peer Review field for risks seen by 4 eyes Pricing model input tasks Preparing and distributing weekly reports to other departments Assist in the maintenance, review and updates to Business Partner procedure manuals Preparation of materials and attendance meetings as required by the Business Services Manager
About NOVA: NOVA Wealth is a fast-growing start-up looking to change the face of financial advice and the way it's delivered in the UK. We firmly believe that a human adviser needs to be at the heart of every client relationship. However, by leveraging technology, we can empower our advisers to deliver higher levels of service while minimising the administrative burden. At our core, we're here to build a game-changer in the advice industry that delivers better customer outcomes, at a lower cost, for more people. Through customer-centric advisers supported by our innovative Lifeline technology, we empower our customers to go beyond just making smarter financial decisions to living the lives they dream of. About the role: We are looking for a Mortgage Administrator to play a crucial role in our growing Mortgage & Protection team, ensuring the smooth and efficient processing of mortgage applications. This is an exciting opportunity to be part of a fast-growing business and contribute to an exceptional customer experience. As a Mortgage Administrator, you will be responsible for supporting our advisers in delivering a seamless mortgage & protection journey for clients. You will handle key administrative tasks, liaise with lenders and clients, and ensure compliance with regulatory requirements. Your role will be pivotal in streamlining operations and enabling advisers to focus on providing expert advice to our clients. What you'll be doing: Driving seamless customer journeys: Be the go-to person for clients, keeping them informed at every step of their mortgage journey and ensuring they feel supported and confident throughout the process. Orchestrating case management: Provide exceptional administrative support to mortgage advisers, ensuring every client's application progresses smoothly from submission to completion. You'll be able to take ownership of mortgage cases, tracking progress, updating clients and advisers, and proactively chasing any outstanding requirements to ensure swift and efficient completions. Creating a world class mortgage process: Identify areas for improvement within the mortgage administration process, championing new tools and strategies to enhance efficiency and service quality. We're working to build a cutting-edge, tech-enabled process to streamline mortgage processing, automate workflows, and continuously improve client outcomes. Mastering compliance: Ensure all compliance documentation is completed accurately and on time, keeping up to date with industry regulations and lender criteria to maintain the highest standards. Collaborating across teams: Work closely with mortgage advisers, compliance teams, and technology specialists to refine processes and push the boundaries of what's possible in mortgage administration. The ideal candidate will possess: Around 2 years previous experience in a mortgage administration or similar support role. Strong understanding of mortgage application processes and regulatory requirements. Excellent organisational skills and attention to detail. Strong communication and interpersonal abilities, with a customer-focused mindset. Ability to multitask and manage workloads effectively in a fast-paced environment. Highly desirable (but non-essential): Experience working in a rapidly growing scale-up business (0-100 employees). A proven interest in designing and improving operational processes. An in-depth knowledge of protection products and protection administration processes. A desire to progress into a mortgage adviser role in the future.
Feb 18, 2025
Full time
About NOVA: NOVA Wealth is a fast-growing start-up looking to change the face of financial advice and the way it's delivered in the UK. We firmly believe that a human adviser needs to be at the heart of every client relationship. However, by leveraging technology, we can empower our advisers to deliver higher levels of service while minimising the administrative burden. At our core, we're here to build a game-changer in the advice industry that delivers better customer outcomes, at a lower cost, for more people. Through customer-centric advisers supported by our innovative Lifeline technology, we empower our customers to go beyond just making smarter financial decisions to living the lives they dream of. About the role: We are looking for a Mortgage Administrator to play a crucial role in our growing Mortgage & Protection team, ensuring the smooth and efficient processing of mortgage applications. This is an exciting opportunity to be part of a fast-growing business and contribute to an exceptional customer experience. As a Mortgage Administrator, you will be responsible for supporting our advisers in delivering a seamless mortgage & protection journey for clients. You will handle key administrative tasks, liaise with lenders and clients, and ensure compliance with regulatory requirements. Your role will be pivotal in streamlining operations and enabling advisers to focus on providing expert advice to our clients. What you'll be doing: Driving seamless customer journeys: Be the go-to person for clients, keeping them informed at every step of their mortgage journey and ensuring they feel supported and confident throughout the process. Orchestrating case management: Provide exceptional administrative support to mortgage advisers, ensuring every client's application progresses smoothly from submission to completion. You'll be able to take ownership of mortgage cases, tracking progress, updating clients and advisers, and proactively chasing any outstanding requirements to ensure swift and efficient completions. Creating a world class mortgage process: Identify areas for improvement within the mortgage administration process, championing new tools and strategies to enhance efficiency and service quality. We're working to build a cutting-edge, tech-enabled process to streamline mortgage processing, automate workflows, and continuously improve client outcomes. Mastering compliance: Ensure all compliance documentation is completed accurately and on time, keeping up to date with industry regulations and lender criteria to maintain the highest standards. Collaborating across teams: Work closely with mortgage advisers, compliance teams, and technology specialists to refine processes and push the boundaries of what's possible in mortgage administration. The ideal candidate will possess: Around 2 years previous experience in a mortgage administration or similar support role. Strong understanding of mortgage application processes and regulatory requirements. Excellent organisational skills and attention to detail. Strong communication and interpersonal abilities, with a customer-focused mindset. Ability to multitask and manage workloads effectively in a fast-paced environment. Highly desirable (but non-essential): Experience working in a rapidly growing scale-up business (0-100 employees). A proven interest in designing and improving operational processes. An in-depth knowledge of protection products and protection administration processes. A desire to progress into a mortgage adviser role in the future.
Job Title: Analyst/Associate, Investment Banker, FIG Job Code: 7791 Country: GB City: London Skill Category: Investment Banking Company Overview Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit . Diversity, Equity & Inclusion Nomura is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all our employees. We do not discriminate on the basis of age, disability, gender identity and gender expression, pregnancy and maternity, marriage and civil partnership, race, religion or belief, sex or sexual orientation. If you require any assistance or reasonable adjustments due to a disability or long-term health condition, please do not hesitate to contact us. Job Title: Investment Banker FIG Corporate Title: Senior Analyst / Junior Associate Department: Investment Banking Location: London Financial Institutions Group FIG is one of the largest teams in Investment Banking and executes high profile deals, providing analysts with unparalleled deal execution experience. Diversified Financials (incl. asset and wealth managers, insurance brokers and fund administrators) as a subsector of FIG is a highly dynamic and an in-demand specialism where the right candidate will be able to grow a rewarding career. FIG as a whole is a dominant revenue contributor in the EMEA Investment Banking Division. Diversified Financials operate EMEA-wide coverage alongside other sectors including banks, insurance, specialty finance (consumer finance, leasing, etc.). The team is closely integrated with key product teams across Global Finance (Equity Advisory and Debt Capital Markets, Acquisition & Leveraged Finance, Insurance and Risk Solutions Group). Role Description Key Objectives Critical to Success: Assisting in execution of on-going deals within the group, e.g. M&A transactions, strategic advisory. Supporting senior bankers delivering strategic advice to clients. Strategic idea generation and sector coverage. Preparation of pitch book and discussion materials. Data analysis. Financial modelling and valuation. Project management and client handling. Skills, Experience, Qualifications and Knowledge Required: Essential Experience / strong interest in FIG sector, ideally the capital-light segment. Experience of working within Investment Banking, Transaction Services/Corporate Finance Group of 'Big 4' Accountancy Firm or boutique advisory firm. Mastery of complex modelling and financial analysis (e.g. operating models, DCF, merger models, LBO). Detail oriented and accurate. Ability to identify key issues, draw conclusions and raise questions about results. Takes ownership and drives processes forward. Prioritises and coordinates projects effectively. Judgement. Desirable Prior experience working within the capital-light subsector of FIG. Fluency in a European language. Nomura Competencies Culture & Conduct Contributes to desired culture. Aware of different values/styles. Maintains own and holds others to high standards of behavior. Seeks to develop. Aware of impact of own strengths/weaknesses. Learns from experience. Client-Centricity & Business Acumen Demonstrates understanding of current market. Anticipates client needs. Pays attention to detail, synthesizes accurately. Sees problems, recommends solutions. Strategy & Innovation Articulates own contributions to divisional and firm-wide strategy. Embraces and balances new/differing ways of thinking/working. Makes decisions appropriate to their role, knows when and how to escalate. Knows when/how to compromise. Responds positively to changing needs and circumstances. Is able to change direction quickly. Leadership & Collaboration Proactively participates in own and others' performance year. Assists in recruiting and onboarding new team members. Gives credit to others for positive contributions. Builds collaborative and productive working relationships. Provides on-the-job training to colleagues. Provides and listens to constructive, timely and specific feedback to resolve conflict. Communication & Connectivity Adjusts communication style to suit topic/audience. Balances listening/talking. Communicates ideas and issues clearly and with consideration. Questions to understand others' views. Is a proven and credible resource. Builds internal network. Willingly works with others to share information. Execution & Delivery Maintains positive commitment to results. Takes on challenging assignments. Executes priority actions on-time. Keeps stakeholders updated, manages expectations. Persists when confronted with resistance. Seeks, listens to and accepts feedback. Diversity Statement Nomura is committed to an employment policy of equal opportunities and is fundamentally opposed to any less favourable treatment accorded to existing or potential members of staff on the grounds of race, creed, colour, nationality, disability, marital status, pregnancy, gender or sexual orientation. Right to Work Please contact us if you are visiting our offices and require any form of personal assistance or physical adaptations to be provided for your appointment. A member of staff will be happy to help. Nomura is an Equal Opportunity Employer
Feb 18, 2025
Full time
Job Title: Analyst/Associate, Investment Banker, FIG Job Code: 7791 Country: GB City: London Skill Category: Investment Banking Company Overview Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit . Diversity, Equity & Inclusion Nomura is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all our employees. We do not discriminate on the basis of age, disability, gender identity and gender expression, pregnancy and maternity, marriage and civil partnership, race, religion or belief, sex or sexual orientation. If you require any assistance or reasonable adjustments due to a disability or long-term health condition, please do not hesitate to contact us. Job Title: Investment Banker FIG Corporate Title: Senior Analyst / Junior Associate Department: Investment Banking Location: London Financial Institutions Group FIG is one of the largest teams in Investment Banking and executes high profile deals, providing analysts with unparalleled deal execution experience. Diversified Financials (incl. asset and wealth managers, insurance brokers and fund administrators) as a subsector of FIG is a highly dynamic and an in-demand specialism where the right candidate will be able to grow a rewarding career. FIG as a whole is a dominant revenue contributor in the EMEA Investment Banking Division. Diversified Financials operate EMEA-wide coverage alongside other sectors including banks, insurance, specialty finance (consumer finance, leasing, etc.). The team is closely integrated with key product teams across Global Finance (Equity Advisory and Debt Capital Markets, Acquisition & Leveraged Finance, Insurance and Risk Solutions Group). Role Description Key Objectives Critical to Success: Assisting in execution of on-going deals within the group, e.g. M&A transactions, strategic advisory. Supporting senior bankers delivering strategic advice to clients. Strategic idea generation and sector coverage. Preparation of pitch book and discussion materials. Data analysis. Financial modelling and valuation. Project management and client handling. Skills, Experience, Qualifications and Knowledge Required: Essential Experience / strong interest in FIG sector, ideally the capital-light segment. Experience of working within Investment Banking, Transaction Services/Corporate Finance Group of 'Big 4' Accountancy Firm or boutique advisory firm. Mastery of complex modelling and financial analysis (e.g. operating models, DCF, merger models, LBO). Detail oriented and accurate. Ability to identify key issues, draw conclusions and raise questions about results. Takes ownership and drives processes forward. Prioritises and coordinates projects effectively. Judgement. Desirable Prior experience working within the capital-light subsector of FIG. Fluency in a European language. Nomura Competencies Culture & Conduct Contributes to desired culture. Aware of different values/styles. Maintains own and holds others to high standards of behavior. Seeks to develop. Aware of impact of own strengths/weaknesses. Learns from experience. Client-Centricity & Business Acumen Demonstrates understanding of current market. Anticipates client needs. Pays attention to detail, synthesizes accurately. Sees problems, recommends solutions. Strategy & Innovation Articulates own contributions to divisional and firm-wide strategy. Embraces and balances new/differing ways of thinking/working. Makes decisions appropriate to their role, knows when and how to escalate. Knows when/how to compromise. Responds positively to changing needs and circumstances. Is able to change direction quickly. Leadership & Collaboration Proactively participates in own and others' performance year. Assists in recruiting and onboarding new team members. Gives credit to others for positive contributions. Builds collaborative and productive working relationships. Provides on-the-job training to colleagues. Provides and listens to constructive, timely and specific feedback to resolve conflict. Communication & Connectivity Adjusts communication style to suit topic/audience. Balances listening/talking. Communicates ideas and issues clearly and with consideration. Questions to understand others' views. Is a proven and credible resource. Builds internal network. Willingly works with others to share information. Execution & Delivery Maintains positive commitment to results. Takes on challenging assignments. Executes priority actions on-time. Keeps stakeholders updated, manages expectations. Persists when confronted with resistance. Seeks, listens to and accepts feedback. Diversity Statement Nomura is committed to an employment policy of equal opportunities and is fundamentally opposed to any less favourable treatment accorded to existing or potential members of staff on the grounds of race, creed, colour, nationality, disability, marital status, pregnancy, gender or sexual orientation. Right to Work Please contact us if you are visiting our offices and require any form of personal assistance or physical adaptations to be provided for your appointment. A member of staff will be happy to help. Nomura is an Equal Opportunity Employer
Quick Registration First Name Last Name e-mail Phone Sector Location Trainee Underwriting Assistant - Lloyd's We have a 6 month contract for Business Analysts with We looking for an HR Administrator with 12 months exp A Wealth and Asset Management company based in the Delegated Authority Technician. £40,000 - £55,000This Insurance Controls & Operations Administrator Date: 24 Jul 2023 Sector: ADMINISTRATION Type: Permanent Location: London Salary: £28000 - 35000 per annum Email: Ref: BT663 Insurance Controls & Operations Administrator £28,000 - £35,000 This leading insurance underwriters have an excellent international reputation and offer a friendly and inclusive working environment. They are now looking for an administrator to join their Controls and Data Assurance team. Previous compliance or insurance administration experience would be preferred combined with an A level (or equivalent) standard of education. Duties To facilitate and administer the review process for all service contracts and outsourcing arrangements, ensuring compliance with all appropriate legislation and internal governance processes. To keep up to date with of ongoing regulatory changes To work with the Sourcing team regarding changes in legislative requirements and ongoing process changes and efficiencies. To collate reporting on performance of client agreements and intra group sourcing To collate, review, maintain and update as required, key process timetables detailing multi-departmental activities across the business, to enable timely delivery of external reports and returns. To identify, track and resolve key process issues raised as part of timetable monitoring. To maintain the process framework (comprising of a central process library with departmental process maps, procedures and policies, together with cycle documentation detailing key cross departmental data flows). To support annual reviews of the process library and add new processes as required. Support and enable improvement initiatives fostering and delivering a continual improvement ethos. Work with the business to perform controls and testing to support internal control framework Preparing reporting to key audiences, including governance committees, based on each period's KPI's, communicating areas of concern, improvements and changes. To support the Team in developing new KPI's and Performance Metrics
Feb 17, 2025
Full time
Quick Registration First Name Last Name e-mail Phone Sector Location Trainee Underwriting Assistant - Lloyd's We have a 6 month contract for Business Analysts with We looking for an HR Administrator with 12 months exp A Wealth and Asset Management company based in the Delegated Authority Technician. £40,000 - £55,000This Insurance Controls & Operations Administrator Date: 24 Jul 2023 Sector: ADMINISTRATION Type: Permanent Location: London Salary: £28000 - 35000 per annum Email: Ref: BT663 Insurance Controls & Operations Administrator £28,000 - £35,000 This leading insurance underwriters have an excellent international reputation and offer a friendly and inclusive working environment. They are now looking for an administrator to join their Controls and Data Assurance team. Previous compliance or insurance administration experience would be preferred combined with an A level (or equivalent) standard of education. Duties To facilitate and administer the review process for all service contracts and outsourcing arrangements, ensuring compliance with all appropriate legislation and internal governance processes. To keep up to date with of ongoing regulatory changes To work with the Sourcing team regarding changes in legislative requirements and ongoing process changes and efficiencies. To collate reporting on performance of client agreements and intra group sourcing To collate, review, maintain and update as required, key process timetables detailing multi-departmental activities across the business, to enable timely delivery of external reports and returns. To identify, track and resolve key process issues raised as part of timetable monitoring. To maintain the process framework (comprising of a central process library with departmental process maps, procedures and policies, together with cycle documentation detailing key cross departmental data flows). To support annual reviews of the process library and add new processes as required. Support and enable improvement initiatives fostering and delivering a continual improvement ethos. Work with the business to perform controls and testing to support internal control framework Preparing reporting to key audiences, including governance committees, based on each period's KPI's, communicating areas of concern, improvements and changes. To support the Team in developing new KPI's and Performance Metrics
Asset Management Operations, Bank Relationship Management, Analyst/Associate, London Job Description ASSET & WEALTH MANAGEMENT We provide institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies. We help our clients navigate today's dynamic markets and identify the opportunities that shape their portfolios and long-term investment goals. Our Asset & Wealth Management business also invests in corporate equity and corporate debt, real estate equity, and real estate debt and infrastructure worldwide. Additionally, we provide asset management services to investments where Goldman Sachs has an interest. The Bank Relationship Management & Market Strategy (BRMS) team is responsible for the management of the front-to-back oversight governance framework for brokers, fund administrators, and custodians across the Asset Management fund complex and institutional client managed accounts. The BRMS team is looking for an experienced relationship coordinator at the analyst/associate level to join our growing team in London. RESPONSIBILITIES Coverage and oversight of broker, custodian and/or fund administrators to maximize potential value delivery across the firm. Creating and driving strategic projects for vendors based on divisional and business unit priorities and needs. Assisting with the evaluation, selection, negotiation, and onboarding of new vendors and ongoing compliance with Firm vendor policies. Evaluate new business/products/markets and collaborate across teams to represent and drive work streams. Comply with internal risk frameworks and industry regulations to reduce risk and extract maximum value from our global network. EXPERIENCE & QUALIFICATIONS REQUIRED Bachelor's degree or equivalent, with relevant industry experience. Relevant work experience of 2+ years. Detail oriented with the ability to quickly identify and learn pertinent information across a wide range of products. Excellent written, communication, and presentation skills. Ability to work independently, multi-task, and prioritize work under tight deadlines. Intellectual curiosity, a strong work ethic, and commitment to a superior work product. Ability to cultivate effective partnerships with a broad range of stakeholders. Forward thinking, with the ability to assert new ideas and follow them through. Self-motivated and proactive team player who takes ownership and accountability of projects. Strong organizational skills with the ability to effectively manage competing priorities. Explore solutions that leverage business intelligence, low code automation, industry utilities, and external vendor solutions. Fund experience is not required, but would be an advantage. Knowledge of fund products (i.e., mutual funds and alternative investment funds) and regulatory environments would be beneficial. ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity. Job Info Job Identification 141031 Job Category Associate Posting Date 02/07/2025, 03:54 PM Locations London, Greater London, England, United Kingdom
Feb 13, 2025
Full time
Asset Management Operations, Bank Relationship Management, Analyst/Associate, London Job Description ASSET & WEALTH MANAGEMENT We provide institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies. We help our clients navigate today's dynamic markets and identify the opportunities that shape their portfolios and long-term investment goals. Our Asset & Wealth Management business also invests in corporate equity and corporate debt, real estate equity, and real estate debt and infrastructure worldwide. Additionally, we provide asset management services to investments where Goldman Sachs has an interest. The Bank Relationship Management & Market Strategy (BRMS) team is responsible for the management of the front-to-back oversight governance framework for brokers, fund administrators, and custodians across the Asset Management fund complex and institutional client managed accounts. The BRMS team is looking for an experienced relationship coordinator at the analyst/associate level to join our growing team in London. RESPONSIBILITIES Coverage and oversight of broker, custodian and/or fund administrators to maximize potential value delivery across the firm. Creating and driving strategic projects for vendors based on divisional and business unit priorities and needs. Assisting with the evaluation, selection, negotiation, and onboarding of new vendors and ongoing compliance with Firm vendor policies. Evaluate new business/products/markets and collaborate across teams to represent and drive work streams. Comply with internal risk frameworks and industry regulations to reduce risk and extract maximum value from our global network. EXPERIENCE & QUALIFICATIONS REQUIRED Bachelor's degree or equivalent, with relevant industry experience. Relevant work experience of 2+ years. Detail oriented with the ability to quickly identify and learn pertinent information across a wide range of products. Excellent written, communication, and presentation skills. Ability to work independently, multi-task, and prioritize work under tight deadlines. Intellectual curiosity, a strong work ethic, and commitment to a superior work product. Ability to cultivate effective partnerships with a broad range of stakeholders. Forward thinking, with the ability to assert new ideas and follow them through. Self-motivated and proactive team player who takes ownership and accountability of projects. Strong organizational skills with the ability to effectively manage competing priorities. Explore solutions that leverage business intelligence, low code automation, industry utilities, and external vendor solutions. Fund experience is not required, but would be an advantage. Knowledge of fund products (i.e., mutual funds and alternative investment funds) and regulatory environments would be beneficial. ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity. Job Info Job Identification 141031 Job Category Associate Posting Date 02/07/2025, 03:54 PM Locations London, Greater London, England, United Kingdom
We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons To ensure our services and applications are fit for the modern market, our IT team collaborates with every department. They develop, they explore and they implement the new ideas helping us to change the future of accounting, tax and business consulting. But, just as importantly, they maintain the tech that keeps us advancing. By testing and adopting the future of financial technical solutions, they find new and exciting ways to drive us forward. In an IT role at BDO, you'll become part of a team that acts as the backbone for our business. No matter who you are or what your skillset is, we'll give you the training and support you need to achieve whatever you put your mind to. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. We are seeking a highly skilled Senior Endpoint Engineer to join our Endpoint Management Team. This is a technical role, focusing on managing, maintaining, and evolving the department's endpoint ecosystem. This includes Windows laptops, iOS devices, Citrix Cloud VDI, and developer virtual machines. As a key contributor, you will lead technical delivery, collaborate with the Endpoint Manager on backlog management and sprint planning, and ensure alignment with architectural designs and roadmaps provided by Modern Workplace Architects. This is an exciting opportunity to drive our transition to cloud management, migrate Citrix Cloud VDI to Azure Virtual Desktop, and implement Microsoft DevBox for developer workstations. You'll also: Oversee the deployment, management, and optimization of Windows laptops using Microsoft Intune, iOS devices via Intune and Apple Business Manager, Citrix Cloud VDI, transitioning to Azure Virtual Desktop, and developer Virtual Machines with plans to adopt Microsoft DevBox. Lead technical initiatives to centralize endpoint management on cloud-based solutions. Design and implement the migration of Citrix Cloud VDI to Azure Virtual Desktop. Drive adoption and integration of Microsoft DevBox. Deliver high-quality technical solutions in alignment with Modern Workplace architectural roadmaps. Act as a technical escalation point for complex issues within the endpoint ecosystem. Ensure adherence to security best practices and compliance requirements. Collaborate with the Endpoint Manager to manage the team's backlog and sprint planning. Identify and prioritize tasks to ensure delivery aligns with organizational goals. Work closely with Modern Workplace Architects, IT Operations, and other teams to deliver integrated solutions. Provide mentoring and technical guidance to junior engineers within the team. You'll be someone with: Proven experience in endpoint management, including Windows and iOS platforms. Strong expertise in Microsoft Intune and Apple Business Manager. Deep understanding of Citrix Cloud VDI and Azure Virtual Desktop (or similar technologies). Experience implementing Microsoft DevBox or similar developer environments. Strong technical knowledge of Microsoft 365, Azure AD, and enterprise security best practices. The ability to lead technical delivery and prioritize workload in an Agile environment. The ability to troubleshoot complex endpoint issues. Relevant certifications such as Microsoft Certified: Endpoint Administrator Associate, Azure Administrator, or similar. Experience with scripting and automation (e.g., PowerShell, Python). Familiarity with compliance frameworks (e.g., ISO 27001, GDPR). Knowledge of ITIL practices and service management tools. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better. About Us BDO UK provides tax, audit and assurance, advisory and business outsourcing services. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. Our partners and staff are specialists in their fields and have a proactive, flexible approach to helping clients overcome the challenges they face. We aim to be as innovative and entrepreneurial as our clients. Our approach and expertise are what help us deliver exceptional client service. 95% of our clients would recommend us. We operate from 17 locations across the UK, covering all major business centres. We employ 8,000 people who are encouraged to bring their best selves to work; taking responsibility for their work and their relationships with clients. All our people share core values that underpin both our culture and the value that we bring to our clients. Our values are also reflected in continued focus on ESG. Our firm is distinctive and we want to preserve and build on the strengths of our culture and the characteristics that make us both successful and different. We look for people from all kinds of backgrounds who share these same qualities. BDO LLP is a key member of the BDO global network of public accounting, tax and advisory firms. The firms have representation in 166 countries, with 115,700 people working out of over 1,776 offices worldwide. That's BDO and we are proud to be part of it. Being part of an integrated network of firms across the world provides us with myriad opportunities for success.
Jan 30, 2025
Full time
We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons To ensure our services and applications are fit for the modern market, our IT team collaborates with every department. They develop, they explore and they implement the new ideas helping us to change the future of accounting, tax and business consulting. But, just as importantly, they maintain the tech that keeps us advancing. By testing and adopting the future of financial technical solutions, they find new and exciting ways to drive us forward. In an IT role at BDO, you'll become part of a team that acts as the backbone for our business. No matter who you are or what your skillset is, we'll give you the training and support you need to achieve whatever you put your mind to. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. We are seeking a highly skilled Senior Endpoint Engineer to join our Endpoint Management Team. This is a technical role, focusing on managing, maintaining, and evolving the department's endpoint ecosystem. This includes Windows laptops, iOS devices, Citrix Cloud VDI, and developer virtual machines. As a key contributor, you will lead technical delivery, collaborate with the Endpoint Manager on backlog management and sprint planning, and ensure alignment with architectural designs and roadmaps provided by Modern Workplace Architects. This is an exciting opportunity to drive our transition to cloud management, migrate Citrix Cloud VDI to Azure Virtual Desktop, and implement Microsoft DevBox for developer workstations. You'll also: Oversee the deployment, management, and optimization of Windows laptops using Microsoft Intune, iOS devices via Intune and Apple Business Manager, Citrix Cloud VDI, transitioning to Azure Virtual Desktop, and developer Virtual Machines with plans to adopt Microsoft DevBox. Lead technical initiatives to centralize endpoint management on cloud-based solutions. Design and implement the migration of Citrix Cloud VDI to Azure Virtual Desktop. Drive adoption and integration of Microsoft DevBox. Deliver high-quality technical solutions in alignment with Modern Workplace architectural roadmaps. Act as a technical escalation point for complex issues within the endpoint ecosystem. Ensure adherence to security best practices and compliance requirements. Collaborate with the Endpoint Manager to manage the team's backlog and sprint planning. Identify and prioritize tasks to ensure delivery aligns with organizational goals. Work closely with Modern Workplace Architects, IT Operations, and other teams to deliver integrated solutions. Provide mentoring and technical guidance to junior engineers within the team. You'll be someone with: Proven experience in endpoint management, including Windows and iOS platforms. Strong expertise in Microsoft Intune and Apple Business Manager. Deep understanding of Citrix Cloud VDI and Azure Virtual Desktop (or similar technologies). Experience implementing Microsoft DevBox or similar developer environments. Strong technical knowledge of Microsoft 365, Azure AD, and enterprise security best practices. The ability to lead technical delivery and prioritize workload in an Agile environment. The ability to troubleshoot complex endpoint issues. Relevant certifications such as Microsoft Certified: Endpoint Administrator Associate, Azure Administrator, or similar. Experience with scripting and automation (e.g., PowerShell, Python). Familiarity with compliance frameworks (e.g., ISO 27001, GDPR). Knowledge of ITIL practices and service management tools. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better. About Us BDO UK provides tax, audit and assurance, advisory and business outsourcing services. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. Our partners and staff are specialists in their fields and have a proactive, flexible approach to helping clients overcome the challenges they face. We aim to be as innovative and entrepreneurial as our clients. Our approach and expertise are what help us deliver exceptional client service. 95% of our clients would recommend us. We operate from 17 locations across the UK, covering all major business centres. We employ 8,000 people who are encouraged to bring their best selves to work; taking responsibility for their work and their relationships with clients. All our people share core values that underpin both our culture and the value that we bring to our clients. Our values are also reflected in continued focus on ESG. Our firm is distinctive and we want to preserve and build on the strengths of our culture and the characteristics that make us both successful and different. We look for people from all kinds of backgrounds who share these same qualities. BDO LLP is a key member of the BDO global network of public accounting, tax and advisory firms. The firms have representation in 166 countries, with 115,700 people working out of over 1,776 offices worldwide. That's BDO and we are proud to be part of it. Being part of an integrated network of firms across the world provides us with myriad opportunities for success.
We're working on a new & exciting opportunity with a highly regarded Wealth Management firm, who seek to recruit for a Wealth Administrator to join their London based team. Our client is a highly regarded business with over £20b in assets under management and offices in over ten countries including; Australia, Austria, Hong Kong, Ireland, Japan, Middle East, Singapore, Switzerland, Thailand and the UK. This well respected business are specialist Wealth Managers for UHNW clients who seek a fresh approach to investing. Our client is currently seeking to recruit for a role within their Wealth Management division. Candidates should have previous experience providing support to Financial Planners & Wealth Managers within a regulated environment. Core responsibilities within this role will include; Financial reconciliations including reporting to Administration Manager/Wealth Planners and Operations Manager. Client data input and client record maintenance. Maintaining a daily activity diary via Intelligent Office. Issue and follow up information requests to life /investment companies in writing and telephone. Issue LOA's to providers and request information. Summarise information into template format for Paraplanners to prepare recommendation reports. Client, life company and internal liaison with Investment Managers. Produce valuations from Figaro. Arrange stock transfers liaising with internal teams and external companies. Submit and process new business adhering to compliance requirements. Maintain Intelligent Office database including supervisor access, fund updates, template set up. General administration tasks including logging post, scanning, printing, archiving. Package on this role will be a base salary of £30-38,000 depending on skills & experience, Annual Discretionary Bonus & Exceptional Benefits.
Dec 19, 2022
Full time
We're working on a new & exciting opportunity with a highly regarded Wealth Management firm, who seek to recruit for a Wealth Administrator to join their London based team. Our client is a highly regarded business with over £20b in assets under management and offices in over ten countries including; Australia, Austria, Hong Kong, Ireland, Japan, Middle East, Singapore, Switzerland, Thailand and the UK. This well respected business are specialist Wealth Managers for UHNW clients who seek a fresh approach to investing. Our client is currently seeking to recruit for a role within their Wealth Management division. Candidates should have previous experience providing support to Financial Planners & Wealth Managers within a regulated environment. Core responsibilities within this role will include; Financial reconciliations including reporting to Administration Manager/Wealth Planners and Operations Manager. Client data input and client record maintenance. Maintaining a daily activity diary via Intelligent Office. Issue and follow up information requests to life /investment companies in writing and telephone. Issue LOA's to providers and request information. Summarise information into template format for Paraplanners to prepare recommendation reports. Client, life company and internal liaison with Investment Managers. Produce valuations from Figaro. Arrange stock transfers liaising with internal teams and external companies. Submit and process new business adhering to compliance requirements. Maintain Intelligent Office database including supervisor access, fund updates, template set up. General administration tasks including logging post, scanning, printing, archiving. Package on this role will be a base salary of £30-38,000 depending on skills & experience, Annual Discretionary Bonus & Exceptional Benefits.
Trainee Financial Planning Administrator Location: Crystal Palace Salary: £18,000 - £22,000 The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired
Dec 13, 2022
Full time
Trainee Financial Planning Administrator Location: Crystal Palace Salary: £18,000 - £22,000 The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired
Financial Planning Administrator Location: London Salary: £20,000 - £26,000 The opportunity for a brilliant IFA Administrator to join a national financial planning firm who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired
Dec 06, 2022
Full time
Financial Planning Administrator Location: London Salary: £20,000 - £26,000 The opportunity for a brilliant IFA Administrator to join a national financial planning firm who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired
IFA Administrator Location: London Salary: £22,000 - £32,000 The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired
Dec 06, 2022
Full time
IFA Administrator Location: London Salary: £22,000 - £32,000 The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired
