investment adviser uk

Job Description Summary Reporting to Dealing and Asset Manager, the role purpose is The role will be within the Platform Centre and the focus is within the Investment Administration (Finance) dealing and asset team. To deliver in this role the candidate must show they have key knowledge & experience of - Asset maintenance and/or dealing administration: - Dealing is at the fo... To view the full job details please click apply.

... team and you'll learn as you lead and inspire. Our supportive culture and investment in industry-recognised training will help you get the most out of your time ... Support towards a CIMA professional qualification All placements are within our UK business Entry requirements: Degree classification in any discipline Our placements ... travel within the UK (graduates are required to relocate for their placements whilst on the Program) Must hold a valid UK driving licence at the start of the Program ... a contribution to society as well as to the world of logistics. What to do next? For any questions regarding our DHL UK Graduate Programs take a look at our FAQ page.

... Square, North Shields About Barclays Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of which are supported by our service company which provides technology, operations and functional services across the Group. Our Values Everything we do is shaped by the five values of Respect, Integrity, Service, Excellence and Stewardship. Our values inform the foundations of our relationships with customers ...

... Administrator Location: Bury St Edmunds Salary: £24,000 - £30,000 Duration: Full time, Permanent, We are working with a Suffolk based Independent Financial Adviser who are looking for a new Financial Planning Administrator. The role will involve working closely with one of the Senior Financial Advisers in the business to help ... information on account balances, transactions, and administrative procedures. * Document Preparation: Prepare and review necessary paperwork, including investment applications, client agreements, transfer forms, annual review packs * Process Transactions: Facilitate client transactions, such as trade execution, account ...

Job Title: Independent Financial Adviser (IFA) Colchester, UK Employed & Self-employed packages on offer! A ... Recently acquired a book of £100M from a retiring adviser, opening the door to potential buyouts and providing a ... once the adviser has established themselves. This approach aims to safeguard both the adviser and the business. ... Discretionary fund manager (DFM) to enhance investment strategies and outcomes for clients. * Admin Support: ... on adviser acquisition What Next? If you are a motivated and experienced Independent Financial Adviser looking to ... adviser, Wealth Planner, IFA, financial planning, wealth management, wealth consultant, DipPFS, DipFA, CII, ...

... the team and company Duties * Reconciliation of monthly bank receipts and accruals * Assist in maintaining income and capital records. * Perform daily reconciliations on the above cash balances and perform fortnightly asset reconciliations. * Assist with the production of prices for collective investment schemes. * Liaise with investment adviser for each fund to obtain the required information to enable the prices to be calculated. * Liaise with external and internal sources of data essential for the accurate calculation of prices. * Investigate queries by external parties and write a detailed explanation for review Benefits: 34 days hols, ...

... 4 Diploma Qualified or very close to achieving * Previous experience dealing with liaising with clients on the phone * A strong understanding of Pensions and Investment products advantageous What's next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact. ... Additionally, refer a friend or colleague to us and receive £200 when we assist them in securing a new career! Synonyms: Financial Planner, Financial Adviser, Financial Advisor, IFA, Independent Financial Planner, Independent Financial Adviser, Wealth Manager, Wealth Planner Benefits: commission, quarterly bonus, parkin

... submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Synonyms: Client Services Administrator, Sales Support, Investment Administrator, Pension Administrator, Adviser Support, Adviser Assistant, Client liaison, IFA Admin, Financial Planning Administrator Benefits: quarterly bonus, parking

... The Opportunity They are looking for a self-employed financial adviser to join the team. They are ideally looking for someone with a client ... to clients on a range of topics, including retirement planning, investment planning, and inheritance tax planning * Developing and maintaining ... clients What next? Apply today to be considered for this Financial Adviser opportunity. If suitable, one of our specialist consultants will be ... Financial Advisor, Financial Consultant, Wealth Manager. Financial adviser, Wealth Planner, IFA, financial planning, wealth management, wealth ...

... for a Financial Adviser to join the team. They are open to advisers with and without AUM to transfer. As a Financial Adviser at the firm, you ... to clients on a range of topics, including retirement planning, investment planning, and inheritance tax planning * Developing and maintaining ... What next? Apply today to be considered for this Financial Adviser opportunity. If suitable, one of our specialist consultants will be ... Financial Advisor, Financial Consultant, Wealth Manager. Financial adviser, Wealth Planner, IFA, financial planning, wealth management, wealth ...

... for example - change of contact details, change of ownership, structure or directors and amendments to bank account details * Investigating commission and investment adviser fee queries * Administering new suitable certifier applications * Dealing with enquiries by email and telephone from the company's sales team and ... of Customer Due Diligence requirements in line with the Isle of Man Financial Services Authority AML/CFT Requirements and Guidance * Awareness of different UK and International payment methods * Good organization skills with the ability to communicate effectively * Ability to deliver accuracy and quality performance * ...

... training, meaning that we are open to speaking to candidates from all backgrounds and levels of experience. To be successful in the role of Customer Service Adviser you will likely have: * Passion for great customer service * Excellent communication skills * A good level of computer literacy * Previous experience in customer ... to succeed and are rewarded and recognised for their contribution to our business. Were the UK insurer and investment provider that rewards people for positive lifestyle choices a key element of our Shared-value model. With 1.4m UK members and more than 25m globally, were out to make the world a healthier, happier place. This ...

Are you a driven and ambitious Financial Adviser looking to take your career to new heights? A highly-reputable is seeking individuals with ... your needs. * Centralized Investment Proposition: Benefit from the streamlined investment approach, ensuring consistent and ... and growth. If you're a motivated Financial Adviser with transferable FUM and a passion for delivering exceptional ... What next? Apply today to be considered for this Financial Adviser opportunity. If suitable, one of our specialist consultants will ... Advisor, Financial Consultant, Wealth Manager. Financial adviser, Wealth Planner, IFA, financial planning, wealth management, wealth ...

... Paraplanners to join their friendly and enthusiastic team in Newcastle, one of 10+ office locations across the UK. The business is going from strength to strength with rapid growth and expansion due to recently securing ... entail? These newly created opportunities will see you working closely with the Paraplanning Team Leader, Adviser Support Managers and established teams of existing Paraplanners. Main duties: * Preparing pre-approval ... to report writing, ensuring recommendations are researched and signed off by Compliance, Technical and the Investment Team where appropriate * Providing accurate, timely and compliant suitability reports from template format ...

Job Title: Administration Manager Location: Northampton, UK Salary - £32,000-£35,000 Benefits: * Pension contributions matched at 4% (increases to 6% after successful probation) * PMI, PHI, and Death in Service schemes after ... Maintain up-to-date client files (both electronic and paper) and request information from insurance and investment companies. 4. Prepare valuation and review packs for clients and update them on their requests or work ... Manager, Operations Manager, Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support

... Adviser. Either someone who is a strong paraplanner ready to take the next step or someone who is already in an adviser role who ... will learn a lot from the successful financial planners and the investment team. You will also be provided with full CII study support, ... Trainee Financial Adviser opportunity, candidates need... * Level 4 Diploma qualified * Start of their adviser journey or experienced ... Whats next? Apply today to be considered for this Financial Adviser opportunity. If suitable, one of our specialist consultants will ... Planner, Financial Adviser, Financial Planning Associate, Technical Consultant, Financial Adviser, Advisor, IFA, Financial Services, ...

Are you an experienced Financial Adviser? Are you local to the beautiful area of Ballyclare? Do you have a passion to help those in your ... A unique opportunity has arisen for an experienced Financial Adviser based in or around Ballyclare. A full client bank to work with ... an existing client base to identify current and future wealth/investment needs * Identify and own new opportunities with companys ... based on trust * Min. 18months experience with Competent Adviser Status (CAS) Benefits * Flexible working options * Ongoing ... Is this a good fit for you? If you are an experienced Financial Adviser who is familiar with the rural area of Ballyclare, Northern ...

... We have a vacancy for an Employed Financial Adviser in the above-mentioned location and the associated surrounding areas especially. Role Reporting to the Area Manager, the Financial Adviser will be required to achieve ... provided which you would develop and build upon with referrals and new members. In addition the Financial Adviser will carry out the following: * Service existing customers through regular reviews. * Expand existing ... life assurance policies along with a full range of competitive savings and investment plans. In return the Financial Adviser will be provided with award winning training, fully expensed quality company car, open ...