Compliance (Private Wealth)

Private Wealth Management

Our client is looking for an experienced individual to join their growing front office team. This is an exciting opportunity to work within a successful financial services environment with a focus on risk and compliance around Suitability. The role can be based out of Edinburgh or London.

Compliance (Private Wealth)

Private Wealth Management

Our client is looking for an experienced individual to join their growing front office team. This is an exciting opportunity to work within a successful financial services environment with a focus on risk and compliance around Suitability. The role can be based out of Edinburgh or London.

Paraplanning

Private Wealth Management

Our client, a leading UK-based wealth management firm, is looking for an experienced Paraplanner to join their office in Winchester. This is an excellent opportunity to work alongside a highly qualified and collaborative team of Financial Planning Directors.

Financial Accounting

Accounting & Finance

Our client, a leading financial services firm, is looking for a Finance Assistant to join their well-established finance team on a full-time basis.

Wrap / Investment Platforms

Pensions

We are working with our client, a leading financial services firm, on an excellent opportunity for a Senior Specialist - Pension Drawdown to join the team in Newcastle. You will be responsible for overseeing the end-to-end pension technical process and timely delivery of complex tasks.

Financial Planning / Analysis

Accounting & Finance

Our client, a reputable financial services firm, is looking for a seasoned Senior Administrator - Client Accountant - Private Client to join their team in Edinburgh.

Portfolio Management / Wealth Management

Private Wealth Management

Our client is currently recruiting for an Assistant Investment Manager to join the their team in Newcastle.

Data Privacy

Legal

Our client, a reputable financial services firm, is seeking an experienced Data Protection Officer to join their innovative team based in Newcastle.

Client Services / Relationship Management

Private Wealth Management

Are you a successful Relationship Management professional with a great network in the UHNWI space? Do you hold the CISI Level 4 (Investment Advice Diploma - IAD) OR Level 6 OR the full Investment Management Certificate (IMC) plus CFA Level 1? If not, are you happy to complete these qualifications?

Portfolio Management / Wealth Management

Private Wealth Management

Do you have Fund Research, Portfolio Construction and Asset Allocation experience? Are you currently an investment analyst or investment manager in the Private Client space?