At Charlesworth Kennedy we are an influential, traditional, global headhunt company and our approach is to offer a transparent proactive service to our candidates who are looking for their next serious career move. With over 10 years' experience within the Financial Services and Compliance arena's we are currently looking for candidates based in the UK that are ambitious, forward thinking and crave a proactive approach to job searching. We are experiencing an immense boom within the above sectors and are longing for successful individuals that are highly experienced, self-motivated, strong willed and are looking for stability. In particular, we are looking for professionals who, in addition to the above, would like to work in the mentioned sectors around the following roles: Sales Executive / Senior Sales Executive Head of Sales Sales Manager Business Development Manager Key Account Manager National Sales Manager AML Consultants/Analysts Compliance Officers Underwriters / Specialist Underwriters / Commercial and Residential Mortgage Advisers/ Mortgage Managers Head of BTL Credit Risk Salaries can range from £35,000 plus benefits to over £90,000 for above senior level positions. If you are currently looking for a serious career move and are feeling disheartened and discouraged with all the CV focused recruitment companies, then please contact us in complete confidence immediately. We will conduct a thorough interview with you, identifying what is genuinely important to you and then match your needs and experience closely with opportunities within these sectors. Please contact us and ask to be put through to Rav Rayat based in our UK office.
Sep 20, 2021
Full time
At Charlesworth Kennedy we are an influential, traditional, global headhunt company and our approach is to offer a transparent proactive service to our candidates who are looking for their next serious career move. With over 10 years' experience within the Financial Services and Compliance arena's we are currently looking for candidates based in the UK that are ambitious, forward thinking and crave a proactive approach to job searching. We are experiencing an immense boom within the above sectors and are longing for successful individuals that are highly experienced, self-motivated, strong willed and are looking for stability. In particular, we are looking for professionals who, in addition to the above, would like to work in the mentioned sectors around the following roles: Sales Executive / Senior Sales Executive Head of Sales Sales Manager Business Development Manager Key Account Manager National Sales Manager AML Consultants/Analysts Compliance Officers Underwriters / Specialist Underwriters / Commercial and Residential Mortgage Advisers/ Mortgage Managers Head of BTL Credit Risk Salaries can range from £35,000 plus benefits to over £90,000 for above senior level positions. If you are currently looking for a serious career move and are feeling disheartened and discouraged with all the CV focused recruitment companies, then please contact us in complete confidence immediately. We will conduct a thorough interview with you, identifying what is genuinely important to you and then match your needs and experience closely with opportunities within these sectors. Please contact us and ask to be put through to Rav Rayat based in our UK office.
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. J.P. Morgan Private Bank advises the world's wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time. J.P. Morgan Bank Luxembourg (JPMBL) is the primary entity which is used to provide private banking services to ultra-high net worth (UHNW) and high net worth (HNW) individuals in the EMEA region. Our team of specialists works seamlessly to help our clients achieve their financial goals and aspirations. We're proud to be named '2019 Best Private Bank for Ultra-High-Net-Worth Clients' by Euromoney : Egypt, France, Greece, Italy, Lebanon, Qatar, Spain, United Arab Emirates and UK. Position Description Securities Based Lending Team (SBL) is Global Wealth Management's solution for underwriting loans that are fully secured by liquid securities. The underwriters' responsibilities are analysing, negotiating, pricing and documenting lines of credit for clients in each of the region's markets. We also review other transactions that have an element of credit risk including derivatives. The SBL Team manage ~70% of the credit facilities across the International platform and aim to turn around new business requests within 48 hours. SBL Analyst will be responsible for underwriting, documentation preparation and on-going oversight of the EMEA SBL credit portfolio. Key Responsibilities: Interact with internal stakeholders (not limited to Bankers, Investors, Lending Advisors, Credit Executives) and, on occasion, private clients to deliver the best fully secured credit product solution with a sound credit structure. Coordinate with SBL Lender(s) and IPB SBL Leadership Team to drive optimal efficiency and consistent practise. Maintain a consistently high level of awareness around any potential credit issues. Proactively resolve exceptions, including under margin situations, past due principal/interest and documentation exceptions. Take into account the risk/reward proposition when negotiating loans, ensuring a discipline around loan pricing and structure; understand nuances and local regulations within EMEA. Prepare credit proposals in adherence to policy, accurate borrower analysis and a complete market & credit risk assessment. Ensure follow up on all relevant open items and transactional issues, e.g. documentation, covenants, annual reviews, etc. Skills Required: A Business, Finance, Science or Mathematics degree or qualification & relevant business experience in a similar role. Additional language skills would be an asset (particularly Italian/French/Spanish) Private Banking, credit risk/lending and process reengineering experience Knowledge and experience of underwriting, lending value analysis, derivatives, return on equity assessment, KYC, cross border validation. Strong understanding of financial markets and securities industry. Strong communication and interpersonal skills; high emotional intelligence. Good organizational skills and ability to drive change. Ability to work well in an integrated team environment with diverse stakeholders. Track record in working with teams from various markets /countries Proficiency in Excel, Word and PowerPoint. JPMorgan offers an exceptional benefits program and a highly competitive compensation package. JPMorgan is an Equal Opportunity Employer. IPB2021 About Us J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
Sep 20, 2021
Full time
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. J.P. Morgan Private Bank advises the world's wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time. J.P. Morgan Bank Luxembourg (JPMBL) is the primary entity which is used to provide private banking services to ultra-high net worth (UHNW) and high net worth (HNW) individuals in the EMEA region. Our team of specialists works seamlessly to help our clients achieve their financial goals and aspirations. We're proud to be named '2019 Best Private Bank for Ultra-High-Net-Worth Clients' by Euromoney : Egypt, France, Greece, Italy, Lebanon, Qatar, Spain, United Arab Emirates and UK. Position Description Securities Based Lending Team (SBL) is Global Wealth Management's solution for underwriting loans that are fully secured by liquid securities. The underwriters' responsibilities are analysing, negotiating, pricing and documenting lines of credit for clients in each of the region's markets. We also review other transactions that have an element of credit risk including derivatives. The SBL Team manage ~70% of the credit facilities across the International platform and aim to turn around new business requests within 48 hours. SBL Analyst will be responsible for underwriting, documentation preparation and on-going oversight of the EMEA SBL credit portfolio. Key Responsibilities: Interact with internal stakeholders (not limited to Bankers, Investors, Lending Advisors, Credit Executives) and, on occasion, private clients to deliver the best fully secured credit product solution with a sound credit structure. Coordinate with SBL Lender(s) and IPB SBL Leadership Team to drive optimal efficiency and consistent practise. Maintain a consistently high level of awareness around any potential credit issues. Proactively resolve exceptions, including under margin situations, past due principal/interest and documentation exceptions. Take into account the risk/reward proposition when negotiating loans, ensuring a discipline around loan pricing and structure; understand nuances and local regulations within EMEA. Prepare credit proposals in adherence to policy, accurate borrower analysis and a complete market & credit risk assessment. Ensure follow up on all relevant open items and transactional issues, e.g. documentation, covenants, annual reviews, etc. Skills Required: A Business, Finance, Science or Mathematics degree or qualification & relevant business experience in a similar role. Additional language skills would be an asset (particularly Italian/French/Spanish) Private Banking, credit risk/lending and process reengineering experience Knowledge and experience of underwriting, lending value analysis, derivatives, return on equity assessment, KYC, cross border validation. Strong understanding of financial markets and securities industry. Strong communication and interpersonal skills; high emotional intelligence. Good organizational skills and ability to drive change. Ability to work well in an integrated team environment with diverse stakeholders. Track record in working with teams from various markets /countries Proficiency in Excel, Word and PowerPoint. JPMorgan offers an exceptional benefits program and a highly competitive compensation package. JPMorgan is an Equal Opportunity Employer. IPB2021 About Us J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
Team: Operations Location: Bishopsgate County: London Ref: 13774 Closing Date: 30-Sep-2021 Are you an experienced Mortgage Underwriter? Do you constantly look for new ways to improve existing processes? Can you use your mortgage knowledge to support our colleagues and customers? If yes, then we may have the role for you! Our Mortgage Underwriting team is growing and we are looking for a number of underwriters to take our customer offering to a whole new level! As a Mortgage Underwriter, you will be responsible for making sure that appropriate mortgage lending decisions are made for our customers in a well-timed manner. As a part of your role, you will provide support to colleagues on all mortgage enquires and applications. Depending on the team, most of our roles offer flexible working and you will work remotely temporarily due to COVID-19. So what will you be doing? • Supporting and guiding colleagues on all matters relating to the underwriting and mortgages completion • Making mortgage lending decisions in line with delegated lending authority and Bank's lending policy • Managing high volumes of new applications and enquiries and completing them within our service-level-agreements You need to be this kind of person… • Passionate about providing unparalleled levels of service and convenience for customers • Able to work and learn quickly in a fast paced, fun and dynamic environment • Prepared to stick at something - we get nervous if someone has jumped from job to job as we want people who are prepared to learn and grow • Care about doing a great job and exceeding expectations with the quality of what you do And... we are a bank so risk is a part of everything we do. We love people who take responsibility, do the right thing for customers, colleagues and Metro Bank and have the courage to call out any concerns. We always support colleagues to develop their skills. But to be successful in this job you really do need to already be able to do most of these wonderful things... • Understand the risks associated with your job and what that means for you, Metro Bank and all our stakeholders • In order to hit the ground running, you will have experience in mortgage underwriting and residential mortgage lending • You need to have a good understanding of the current mortgage industry trends, competitors and products (including portfolio buy-to-let, limited company buy-to-let, near/subprime, shared ownership and government lending schemes) • Naturally, you will have extensive knowledge of mortgage regulation and legal requirements surrounding mortgage underwriting • To be successful in this role, you will have thorough knowledge of mortgage assessment techniques and tools • If you have a CeMAP qualification, that would be fantastic, however this is not essential IMPORTANT FOOTNOTE; Diverse teams really are the best teams. We know that candidates (especially women, research tells us) may be put off applying for a job unless they can tick every box. We also know that 'normal' office hours aren't always doable, and while we can't accommodate every flexible working request we are happy to be asked. So if you are excited about working with us and think you can do much of what we are looking for but aren't sure if you are 100% there yet… why not give it a whirl? Please note that sometimes we may close a job earlier for applications if we are inundated with amazing candidates.. Good luck! #LI-Loveyourjobatlast
Sep 14, 2021
Full time
Team: Operations Location: Bishopsgate County: London Ref: 13774 Closing Date: 30-Sep-2021 Are you an experienced Mortgage Underwriter? Do you constantly look for new ways to improve existing processes? Can you use your mortgage knowledge to support our colleagues and customers? If yes, then we may have the role for you! Our Mortgage Underwriting team is growing and we are looking for a number of underwriters to take our customer offering to a whole new level! As a Mortgage Underwriter, you will be responsible for making sure that appropriate mortgage lending decisions are made for our customers in a well-timed manner. As a part of your role, you will provide support to colleagues on all mortgage enquires and applications. Depending on the team, most of our roles offer flexible working and you will work remotely temporarily due to COVID-19. So what will you be doing? • Supporting and guiding colleagues on all matters relating to the underwriting and mortgages completion • Making mortgage lending decisions in line with delegated lending authority and Bank's lending policy • Managing high volumes of new applications and enquiries and completing them within our service-level-agreements You need to be this kind of person… • Passionate about providing unparalleled levels of service and convenience for customers • Able to work and learn quickly in a fast paced, fun and dynamic environment • Prepared to stick at something - we get nervous if someone has jumped from job to job as we want people who are prepared to learn and grow • Care about doing a great job and exceeding expectations with the quality of what you do And... we are a bank so risk is a part of everything we do. We love people who take responsibility, do the right thing for customers, colleagues and Metro Bank and have the courage to call out any concerns. We always support colleagues to develop their skills. But to be successful in this job you really do need to already be able to do most of these wonderful things... • Understand the risks associated with your job and what that means for you, Metro Bank and all our stakeholders • In order to hit the ground running, you will have experience in mortgage underwriting and residential mortgage lending • You need to have a good understanding of the current mortgage industry trends, competitors and products (including portfolio buy-to-let, limited company buy-to-let, near/subprime, shared ownership and government lending schemes) • Naturally, you will have extensive knowledge of mortgage regulation and legal requirements surrounding mortgage underwriting • To be successful in this role, you will have thorough knowledge of mortgage assessment techniques and tools • If you have a CeMAP qualification, that would be fantastic, however this is not essential IMPORTANT FOOTNOTE; Diverse teams really are the best teams. We know that candidates (especially women, research tells us) may be put off applying for a job unless they can tick every box. We also know that 'normal' office hours aren't always doable, and while we can't accommodate every flexible working request we are happy to be asked. So if you are excited about working with us and think you can do much of what we are looking for but aren't sure if you are 100% there yet… why not give it a whirl? Please note that sometimes we may close a job earlier for applications if we are inundated with amazing candidates.. Good luck! #LI-Loveyourjobatlast
Team: Operations Location: Holborn Office County: Central London Ref: 12960 Closing Date: 28-Sep-2021 Are you an experienced Mortgage Underwriter? Do you constantly look for new ways to improve existing processes? Can you use your mortgage knowledge to support our colleagues and customers? If yes, then we may have the role for you! Our Mortgage Underwriting team is growing and we are looking for a number of Underwriters to take our customer offering to a whole new level! As a Mortgage Underwriter, you will be responsible for making sure that appropriate mortgage lending decisions are made for our customers in a well-timed manner. As a part of your role, you will provide support to colleagues on all mortgage enquires and applications. Depending on the team, most of our roles offer flexible working and you will work remotely temporarily due to COVID-19. So what will you be doing? • Supporting and guiding colleagues on all matters relating to the underwriting and mortgages completion • Making mortgage lending decisions in line with delegated lending authority and Bank's lending policy • Managing high volumes of new applications and enquiries and completing them within our service-level-agreements You need to be this kind of person… • Passionate about providing unparalleled levels of service and convenience for customers • Able to work and learn quickly in a fast paced, fun and dynamic environment • Prepared to stick at something - we get nervous if someone has jumped from job to job as we want people who are prepared to learn and grow • Care about doing a great job and exceeding expectations with the quality of what you do And... we are a bank so risk is a part of everything we do. We love people who take responsibility, do the right thing for customers, colleagues and Metro Bank and have the courage to call out any concerns. We always support colleagues to develop their skills. But to be successful in this job you really do need to already be able to do most of these wonderful things... • Understand the risks associated with your job and what that means for you, Metro Bank and all our stakeholders • In order to hit the ground running, you will have experience in mortgage underwriting and residential mortgage lending • You need to have a good understanding of the current mortgage industry trends, competitors and products (including portfolio buy-to-let, limited company buy-to-let, near/subprime, shared ownership and government lending schemes) • Naturally, you will have extensive knowledge of mortgage regulation and legal requirements surrounding mortgage underwriting • To be successful in this role, you will have thorough knowledge of mortgage assessment techniques and tools • If you have a CeMAP qualification, that would be fantastic, however this is not essential IMPORTANT FOOTNOTE; Diverse teams really are the best teams. We know that candidates (especially women, research tells us) may be put off applying for a job unless they can tick every box. We also know that 'normal' office hours aren't always doable, and while we can't accommodate every flexible working request we are happy to be asked. So if you are excited about working with us and think you can do much of what we are looking for but aren't sure if you are 100% there yet… why not give it a whirl? Please note that sometimes we may close a job earlier for applications if we are inundated with amazing candidates.. Good luck! #LI-Loveyourjobatlast
Sep 13, 2021
Full time
Team: Operations Location: Holborn Office County: Central London Ref: 12960 Closing Date: 28-Sep-2021 Are you an experienced Mortgage Underwriter? Do you constantly look for new ways to improve existing processes? Can you use your mortgage knowledge to support our colleagues and customers? If yes, then we may have the role for you! Our Mortgage Underwriting team is growing and we are looking for a number of Underwriters to take our customer offering to a whole new level! As a Mortgage Underwriter, you will be responsible for making sure that appropriate mortgage lending decisions are made for our customers in a well-timed manner. As a part of your role, you will provide support to colleagues on all mortgage enquires and applications. Depending on the team, most of our roles offer flexible working and you will work remotely temporarily due to COVID-19. So what will you be doing? • Supporting and guiding colleagues on all matters relating to the underwriting and mortgages completion • Making mortgage lending decisions in line with delegated lending authority and Bank's lending policy • Managing high volumes of new applications and enquiries and completing them within our service-level-agreements You need to be this kind of person… • Passionate about providing unparalleled levels of service and convenience for customers • Able to work and learn quickly in a fast paced, fun and dynamic environment • Prepared to stick at something - we get nervous if someone has jumped from job to job as we want people who are prepared to learn and grow • Care about doing a great job and exceeding expectations with the quality of what you do And... we are a bank so risk is a part of everything we do. We love people who take responsibility, do the right thing for customers, colleagues and Metro Bank and have the courage to call out any concerns. We always support colleagues to develop their skills. But to be successful in this job you really do need to already be able to do most of these wonderful things... • Understand the risks associated with your job and what that means for you, Metro Bank and all our stakeholders • In order to hit the ground running, you will have experience in mortgage underwriting and residential mortgage lending • You need to have a good understanding of the current mortgage industry trends, competitors and products (including portfolio buy-to-let, limited company buy-to-let, near/subprime, shared ownership and government lending schemes) • Naturally, you will have extensive knowledge of mortgage regulation and legal requirements surrounding mortgage underwriting • To be successful in this role, you will have thorough knowledge of mortgage assessment techniques and tools • If you have a CeMAP qualification, that would be fantastic, however this is not essential IMPORTANT FOOTNOTE; Diverse teams really are the best teams. We know that candidates (especially women, research tells us) may be put off applying for a job unless they can tick every box. We also know that 'normal' office hours aren't always doable, and while we can't accommodate every flexible working request we are happy to be asked. So if you are excited about working with us and think you can do much of what we are looking for but aren't sure if you are 100% there yet… why not give it a whirl? Please note that sometimes we may close a job earlier for applications if we are inundated with amazing candidates.. Good luck! #LI-Loveyourjobatlast
Salary: £45,000 - £50,000 with average bonus c.11% + company pension contribution to 13% Location/WFH: London & WFH mix - need to be in the City office at least 1 day per week Role Snapshot: A BA role that focuses on delivering change to Equity, Fixed Income, Solutions & Multi-Asset businesses. Requirements: Must have BA experience within an Investment/Fund Management environment The Company: This company has a great reputation within Financial Services and have been recruiting throughout 2020 and 2021. The purpose of this team is to provide systems development, implementation and support services for our clients Global Investment Management Division. The team supports Fund Managers, Research Analysts and Traders in a number of locations, including London, Hong Kong, Tokyo, Toronto, Australia, Singapore and China. The Role: This position is based in our clients front office technology team delivering change to Equity, Fixed Income, Solutions & Multi Asset businesses working closely with Research, Portfolio Construction, Order Generation, Quant and Systematic Investment teams. You will be responsible for requirements gathering, understanding and documenting business processes in addition to systems and QA testing, working with other teams in UK, HK, India and Dalian to organise, participate and deliver end to end projects and managing key stakeholders across the global investment team. Your responsibilities will include: Establishing and maintaining good working relationships with the business users and acting as a point of contact Requirements gathering and analysis Producing, checking and assessing project documentation Taking responsibility for organising and participating in project testing through to business sign off, project implementation, completion and post implementation review Representing the group professionally at project and appropriate business meetings Work closely with developers, architects, other business analysts, and the client's representatives to define the direction, approach and requirements to project manage design and development Experience/Skills Required: For this Investment Business Analyst role, you must have a background in investment/fund management and an added bonus would be some basic experience with Python and SQL. A solid mathematical and statistical background would be beneficial as would previous exposure to project management. Additional Information: The salary for this Investment Business Analyst role is £45,000 - £50,000 with average bonus of c.11% and company pension contribution to 13%. There is an excellent benefits package, WFH flexibility (required in the office at least one day per week and great opportunities to develop further. The Investment Business Analyst position is one of a number of vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 25 years of experience in this field. Areas of expertise include IFA Administration, compliance, customer services, pensions admin/technical roles, mortgage administration, paraplanners, marketing, underwriters and IT related roles. Check the website and feel free to call Darren Snell at any time.
Sep 08, 2021
Full time
Salary: £45,000 - £50,000 with average bonus c.11% + company pension contribution to 13% Location/WFH: London & WFH mix - need to be in the City office at least 1 day per week Role Snapshot: A BA role that focuses on delivering change to Equity, Fixed Income, Solutions & Multi-Asset businesses. Requirements: Must have BA experience within an Investment/Fund Management environment The Company: This company has a great reputation within Financial Services and have been recruiting throughout 2020 and 2021. The purpose of this team is to provide systems development, implementation and support services for our clients Global Investment Management Division. The team supports Fund Managers, Research Analysts and Traders in a number of locations, including London, Hong Kong, Tokyo, Toronto, Australia, Singapore and China. The Role: This position is based in our clients front office technology team delivering change to Equity, Fixed Income, Solutions & Multi Asset businesses working closely with Research, Portfolio Construction, Order Generation, Quant and Systematic Investment teams. You will be responsible for requirements gathering, understanding and documenting business processes in addition to systems and QA testing, working with other teams in UK, HK, India and Dalian to organise, participate and deliver end to end projects and managing key stakeholders across the global investment team. Your responsibilities will include: Establishing and maintaining good working relationships with the business users and acting as a point of contact Requirements gathering and analysis Producing, checking and assessing project documentation Taking responsibility for organising and participating in project testing through to business sign off, project implementation, completion and post implementation review Representing the group professionally at project and appropriate business meetings Work closely with developers, architects, other business analysts, and the client's representatives to define the direction, approach and requirements to project manage design and development Experience/Skills Required: For this Investment Business Analyst role, you must have a background in investment/fund management and an added bonus would be some basic experience with Python and SQL. A solid mathematical and statistical background would be beneficial as would previous exposure to project management. Additional Information: The salary for this Investment Business Analyst role is £45,000 - £50,000 with average bonus of c.11% and company pension contribution to 13%. There is an excellent benefits package, WFH flexibility (required in the office at least one day per week and great opportunities to develop further. The Investment Business Analyst position is one of a number of vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 25 years of experience in this field. Areas of expertise include IFA Administration, compliance, customer services, pensions admin/technical roles, mortgage administration, paraplanners, marketing, underwriters and IT related roles. Check the website and feel free to call Darren Snell at any time.
Our client is proud to be representing a large and growing mortgage brokers in the Doncaster area with their continued investment in finding top talent. They are looking for a Mortgage Case Manager (Underwriter) to strengthen their secured loans (Second Charge Mortgage) department. The ideal candidate will have experience within financial services (essential) and will be CeMAP qualified (preferred...... click apply for full job details
Sep 06, 2021
Full time
Our client is proud to be representing a large and growing mortgage brokers in the Doncaster area with their continued investment in finding top talent. They are looking for a Mortgage Case Manager (Underwriter) to strengthen their secured loans (Second Charge Mortgage) department. The ideal candidate will have experience within financial services (essential) and will be CeMAP qualified (preferred...... click apply for full job details
Salary: negotiable, average bonus 19% c.(£14,000) + pension contribution to 13% c.(£10,000) WFH: occasional meetings in London, but role can be worked remotely from anywhere in the UK Requirement priorities: Experience in digital and team management + stakeholder or project management - Financial Services experience not required Role snapshot: Lead a technical team of investment tool developers - factsheet, illustration and calculation tools The Company/Team: For a number of years now, this company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion, which started in 2020. This team provides research and reporting tools for customers, members and advisors which help them decide what to invest in and in turn monitor the performance of their investments. These are primarily digital tools and include factsheets, illustrations and calculators/projectors. The Role: This is a highly technical team, but they need someone who can manage both the team, the projects they are involved in and the stakeholders that they deal with. You will be responsible for overall strategy and the roadmap of enhancements and improvements to their Research & Reporting Tools, making sure they meet customer needs. Whilst the UK market is the teams focus, this is a global team, so projects coming up do involve their operations in the Far East and Germany. You will look to improve the processes related to these tools, you will also be the business owner for relationships with their 3rd party data vendors and will support the team in identifying ongoing improvements to ensure the data consumed by the tools is accurate. In terms of stakeholder management, you will need to bring together stakeholders from across the organisation (proposition, distribution, marketing, operations, digital and technology), ensuring tools are consistent across all channels. Experience/Skills Required: For this Digital Product Team Manager role you must have a background in digital and team management that has also involved project and stakeholder management. This experience can come from any sector. Additional Information: The salary for this Digital Product Team Manager role is negotiable with average bonus of 15% (£9,500) and company pension contribution to 13% (£8,000). There is an excellent benefits package, WFH flexibility (can be anywhere in the UK) and great opportunities to develop further. The Digital Product Team Manager position is one of a number of vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 25 years of experience in this field. Areas of expertise include IFA Administration, compliance, customer services, pensions admin/technical roles, mortgage administration, paraplanners, marketing, underwriters and IT related roles. Check the website and feel free to call Darren Snell at any time.
Sep 04, 2021
Full time
Salary: negotiable, average bonus 19% c.(£14,000) + pension contribution to 13% c.(£10,000) WFH: occasional meetings in London, but role can be worked remotely from anywhere in the UK Requirement priorities: Experience in digital and team management + stakeholder or project management - Financial Services experience not required Role snapshot: Lead a technical team of investment tool developers - factsheet, illustration and calculation tools The Company/Team: For a number of years now, this company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion, which started in 2020. This team provides research and reporting tools for customers, members and advisors which help them decide what to invest in and in turn monitor the performance of their investments. These are primarily digital tools and include factsheets, illustrations and calculators/projectors. The Role: This is a highly technical team, but they need someone who can manage both the team, the projects they are involved in and the stakeholders that they deal with. You will be responsible for overall strategy and the roadmap of enhancements and improvements to their Research & Reporting Tools, making sure they meet customer needs. Whilst the UK market is the teams focus, this is a global team, so projects coming up do involve their operations in the Far East and Germany. You will look to improve the processes related to these tools, you will also be the business owner for relationships with their 3rd party data vendors and will support the team in identifying ongoing improvements to ensure the data consumed by the tools is accurate. In terms of stakeholder management, you will need to bring together stakeholders from across the organisation (proposition, distribution, marketing, operations, digital and technology), ensuring tools are consistent across all channels. Experience/Skills Required: For this Digital Product Team Manager role you must have a background in digital and team management that has also involved project and stakeholder management. This experience can come from any sector. Additional Information: The salary for this Digital Product Team Manager role is negotiable with average bonus of 15% (£9,500) and company pension contribution to 13% (£8,000). There is an excellent benefits package, WFH flexibility (can be anywhere in the UK) and great opportunities to develop further. The Digital Product Team Manager position is one of a number of vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 25 years of experience in this field. Areas of expertise include IFA Administration, compliance, customer services, pensions admin/technical roles, mortgage administration, paraplanners, marketing, underwriters and IT related roles. Check the website and feel free to call Darren Snell at any time.
Salary: negotiable, average bonus 19% c.(£14,000) + pension contribution to 13% c.(£10,000) WFH: occasional meetings in London, but role can be worked remotely from anywhere in the UK Requirement priorities: Experience in digital and team management + stakeholder or project management - Financial Services experience not required Role snapshot: Lead a technical team of investment tool developers - factsheet, illustration and calculation tools The Company/Team: For a number of years now, this company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion, which started in 2020. This team provides research and reporting tools for customers, members and advisors which help them decide what to invest in and in turn monitor the performance of their investments. These are primarily digital tools and include factsheets, illustrations and calculators/projectors. The Role: This is a highly technical team, but they need someone who can manage both the team, the projects they are involved in and the stakeholders that they deal with. You will be responsible for overall strategy and the roadmap of enhancements and improvements to their Research & Reporting Tools, making sure they meet customer needs. Whilst the UK market is the teams focus, this is a global team, so projects coming up do involve their operations in the Far East and Germany. You will look to improve the processes related to these tools, you will also be the business owner for relationships with their 3rd party data vendors and will support the team in identifying ongoing improvements to ensure the data consumed by the tools is accurate. In terms of stakeholder management, you will need to bring together stakeholders from across the organisation (proposition, distribution, marketing, operations, digital and technology), ensuring tools are consistent across all channels. Experience/Skills Required: For this Digital Product Team Manager role you must have a background in digital and team management that has also involved project and stakeholder management. This experience can come from any sector. Additional Information: The salary for this Digital Product Team Manager role is negotiable with average bonus of 15% (£9,500) and company pension contribution to 13% (£8,000). There is an excellent benefits package, WFH flexibility (can be anywhere in the UK) and great opportunities to develop further. The Digital Product Team Manager position is one of a number of vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 25 years of experience in this field. Areas of expertise include IFA Administration, compliance, customer services, pensions admin/technical roles, mortgage administration, paraplanners, marketing, underwriters and IT related roles. Check the website and feel free to call Darren Snell at any time.
Sep 02, 2021
Full time
Salary: negotiable, average bonus 19% c.(£14,000) + pension contribution to 13% c.(£10,000) WFH: occasional meetings in London, but role can be worked remotely from anywhere in the UK Requirement priorities: Experience in digital and team management + stakeholder or project management - Financial Services experience not required Role snapshot: Lead a technical team of investment tool developers - factsheet, illustration and calculation tools The Company/Team: For a number of years now, this company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion, which started in 2020. This team provides research and reporting tools for customers, members and advisors which help them decide what to invest in and in turn monitor the performance of their investments. These are primarily digital tools and include factsheets, illustrations and calculators/projectors. The Role: This is a highly technical team, but they need someone who can manage both the team, the projects they are involved in and the stakeholders that they deal with. You will be responsible for overall strategy and the roadmap of enhancements and improvements to their Research & Reporting Tools, making sure they meet customer needs. Whilst the UK market is the teams focus, this is a global team, so projects coming up do involve their operations in the Far East and Germany. You will look to improve the processes related to these tools, you will also be the business owner for relationships with their 3rd party data vendors and will support the team in identifying ongoing improvements to ensure the data consumed by the tools is accurate. In terms of stakeholder management, you will need to bring together stakeholders from across the organisation (proposition, distribution, marketing, operations, digital and technology), ensuring tools are consistent across all channels. Experience/Skills Required: For this Digital Product Team Manager role you must have a background in digital and team management that has also involved project and stakeholder management. This experience can come from any sector. Additional Information: The salary for this Digital Product Team Manager role is negotiable with average bonus of 15% (£9,500) and company pension contribution to 13% (£8,000). There is an excellent benefits package, WFH flexibility (can be anywhere in the UK) and great opportunities to develop further. The Digital Product Team Manager position is one of a number of vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 25 years of experience in this field. Areas of expertise include IFA Administration, compliance, customer services, pensions admin/technical roles, mortgage administration, paraplanners, marketing, underwriters and IT related roles. Check the website and feel free to call Darren Snell at any time.
The Role Shawbrook is a specialist UK lending and savings bank founded in 2011 to serve the needs of SMEs and individuals in the UK with a range of lending and savings products. We differentiate ourselves by concentrating on markets where our specialist knowledge and personalised approach to underwriting offer us a competitive advantage. This supports attractive stable returns and sustainable growth and benefits businesses and consumers in parts of the market which continue to be poorly served by traditional high street banks. Fundamental to our success is a relationship focus which puts the interests of our customers and business partners at the heart of everything we do, built on a culture which stresses the use of our experience and judgement to make decisions that balance risk, return and customer need. We are looking for a Completions Administrator to provide responsive, accurate and timely administrative support to the Property Finance New Business Teams and other departments when required. This is an ideal opportunity for a customer focused individual who is seeking a foot in the door into an administrative role within a dynamic and forward thinking organisation. Responsibilities Promptly process the new mortgage applications in order to assist team in delivering on the agreed service level agreements. Deliver high levels of accuracy and attention to detail in data input and all written communication produced. Collect fees from customers with an excellent telephone manner. Build successful working relationships with external contacts such as brokers, customers, surveyors and solicitors as well as internal teams such as lending managers and finance to help to ensure all lending requirements are satisfied prior to release of funds. Assist Underwriters and Completions Officers in managing of cases through to completion, providing support where required. Provide additional support to the Facilities Department and the company as a whole as required. Daily distribution of post to all internal colleagues for the department in a timely manner. Deal with all internal and external telephone & email enquiries efficiently and within company standards. Be flexible with responsibilities and have a positive attitude towards any changes to role, company/departmental objectives, priorities and targets. The Person Able to demonstrate previous customer service/administrative experience Computer literate (good knowledge of MS Office suite - Excel, Word, Power-Point). Able to demonstrate a customer-focused approach.
Sep 01, 2021
Full time
The Role Shawbrook is a specialist UK lending and savings bank founded in 2011 to serve the needs of SMEs and individuals in the UK with a range of lending and savings products. We differentiate ourselves by concentrating on markets where our specialist knowledge and personalised approach to underwriting offer us a competitive advantage. This supports attractive stable returns and sustainable growth and benefits businesses and consumers in parts of the market which continue to be poorly served by traditional high street banks. Fundamental to our success is a relationship focus which puts the interests of our customers and business partners at the heart of everything we do, built on a culture which stresses the use of our experience and judgement to make decisions that balance risk, return and customer need. We are looking for a Completions Administrator to provide responsive, accurate and timely administrative support to the Property Finance New Business Teams and other departments when required. This is an ideal opportunity for a customer focused individual who is seeking a foot in the door into an administrative role within a dynamic and forward thinking organisation. Responsibilities Promptly process the new mortgage applications in order to assist team in delivering on the agreed service level agreements. Deliver high levels of accuracy and attention to detail in data input and all written communication produced. Collect fees from customers with an excellent telephone manner. Build successful working relationships with external contacts such as brokers, customers, surveyors and solicitors as well as internal teams such as lending managers and finance to help to ensure all lending requirements are satisfied prior to release of funds. Assist Underwriters and Completions Officers in managing of cases through to completion, providing support where required. Provide additional support to the Facilities Department and the company as a whole as required. Daily distribution of post to all internal colleagues for the department in a timely manner. Deal with all internal and external telephone & email enquiries efficiently and within company standards. Be flexible with responsibilities and have a positive attitude towards any changes to role, company/departmental objectives, priorities and targets. The Person Able to demonstrate previous customer service/administrative experience Computer literate (good knowledge of MS Office suite - Excel, Word, Power-Point). Able to demonstrate a customer-focused approach.
