Investment Suitability Reviewer

Title: Investment Documentation Reviewer Location: Liverpool **Salary**: £23,000 - £26,800 Reference: 8717 The company: Recruit UK is working with a well-established and thriving National Investment Firm that is seeking a Client Documentation Reviewer to join their team in the Liverpool Office. As a Client Document Reviewer, you will work...

Title: Client Documentation Reviewer Location: Liverpool **Salary**: £23,000 - £26,000 Reference: 8717 The company: Recruit UK is working with a well-established and thriving National Investment Firm that is seeking a Client Documentation Reviewer to join their team in the Liverpool Office. As a Client Document Reviewer, you will work collaboratively...

Position: File Reviewer Company Overview: Hoxton Capital is a leading financial advisory company dedicated to providing bespoke wealth management solutions to high-net-worth individuals and families. With a commitment to excellence, integrity, and personalized service, we empower our clients to achieve their financial goals with confidence and peace of mind....

Position: Financial Review Specialist Company Overview: Hoxton Wealth is a leading financial advisory firm dedicated to providing bespoke wealth management solutions to high-net-worth individuals and families. With a commitment to excellence, integrity, and personalized service, we empower our clients to achieve their financial goals with confidence and...

Position: Financial Review Specialist Company Overview: Hoxton Wealth is a leading financial advisory firm dedicated to providing bespoke wealth management solutions to high-net-worth individuals and families. With a commitment to excellence, integrity, and personalized service, we empower our clients to achieve their financial goals with confidence and...

About Evelyn PartnersEvelyn Partners is a leading force in UK wealth management and professional services, with a legacy spanning over 180 years. Our commitment to helping individuals and businesses achieve better outcomes is at the heart of everything we do.We believe that expert guidance should be accessible to all, and we're dedicated to making that a...

About Evelyn PartnersEvelyn Partners is a leading force in UK wealth management and professional services, with a legacy spanning over 180 years. Our commitment to helping individuals and businesses achieve better outcomes is at the heart of everything we do.We believe that expert guidance should be accessible to all, and we're dedicated to making that a...

Job Description:Our client is a growing wealth management firm who are looking for a Compliance Monitoring Officer to join the team. As the Compliance Monitoring Officer, you will be responsible for reviewing advice files in line with agreed business standards as part of the company’s QA programme that safeguards the quality in our dealings with customers....

Company description:A rewarding place to work. At Rathbones, We invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business.Job description:Department:Middle OfficeLocation:...

Company Overview:At Rathbones, we are dedicated to fostering a supportive work environment that prioritizes the growth and development of our employees. We believe in investing in the future of our team members and providing opportunities for career advancement while sharing in the success of our organization.Position Overview:Department: Middle...

Investment Manager OpportunityWe are seeking a highly skilled Investment Manager to join our team in Liverpool. As a senior member of our high-end team, you will be responsible for managing and advising on existing client investment portfolios, identifying new business opportunities, and developing relationships with existing and new connections.Key...

Investment Manager OpportunityWe are seeking a highly skilled Investment Manager to join our team in Liverpool. As a senior member of our high-end team, you will be responsible for managing and advising on existing client investment portfolios, identifying new business opportunities, and developing relationships with existing and new connections.Key...

Job Title: Investment ManagerCompany: Heat RecruitmentJob Type: Full-timeIndustry: Financial ServicesJob Description:We are seeking an experienced Investment Manager to join our team at a leading national Wealth Management firm. As an Investment Manager, you will be responsible for managing and advising on a portfolio of discretionary, advisory, managed, and...

Job Opportunity: Investment ManagerCompany OverviewHeat Recruitment is seeking a highly skilled Investment Manager to join our team. As a leading recruitment agency, we specialize in placing top talent in the financial industry.Job SummaryWe are looking for a seasoned Investment Manager to manage and advise on existing client portfolios, identify new...

Job Opportunity: Investment ManagerCompany OverviewHeat Recruitment is seeking a highly skilled Investment Manager to join our team. As a leading recruitment agency, we specialize in placing top talent in the financial industry.Job SummaryWe are looking for a seasoned Investment Manager to manage and advise on existing client portfolios, identify new...

Job SummaryWe are seeking a highly skilled and experienced Investment Manager to join our team at Heat Recruitment. As a senior member of our high-end team, you will be responsible for managing and advising on a portfolio of discretionary, advisory, managed, and XO client investment portfolios.Key ResponsibilitiesManage and advise on a portfolio of client...

Job SummaryWe are seeking a highly skilled and experienced Investment Manager to join our team at Heat Recruitment. As a senior member of our high-end team, you will be responsible for managing and advising on a portfolio of discretionary, advisory, managed, and XO client investment portfolios.Key ResponsibilitiesManage and advise on a portfolio of client...

Investment Management TraineeWe are seeking highly motivated individuals with a passion for finance and a hunger for success to join our prestigious graduate training programme as Trainee Investment Managers.Key ResponsibilitiesPortfolio Management: Assist in constructing and managing investment portfolios for clients, ensuring alignment with their financial...

Investment Management TraineeWe are seeking highly motivated individuals with a passion for finance and a hunger for success to join our prestigious graduate training programme as Trainee Investment Managers.Key ResponsibilitiesPortfolio Management: Assist in constructing and managing investment portfolios for clients, ensuring alignment with their financial...

Job Title: Investment ManagerJob Summary:We are seeking an experienced Investment Manager to join our team at Heat Recruitment. As an Investment Manager, you will be responsible for managing and advising on a portfolio of discretionary, advisory, managed, and XO client investment portfolios.Key Responsibilities:Manage and advise on a portfolio of...