Financial Services Professional

Wealth Administrator Job DescriptionThe role of a Wealth Administrator is to provide exceptional support to our Wealth Managers, ensuring the smooth delivery of our financial services to clients. As a key member of our team, you will be responsible for managing the full client review meeting process, including updating confidential financial reviews and...

Key Responsibilities:Oversee the preparation of investment memorandums containing investment recommendationsPresent investment opportunities to the Cabot Investment CommitteeWork on asset portfolio sale processes and improve evaluation approachesPerform statistical analysis by combining different data sourcesSupport and develop models using Python/SQLCreate...

Asset & Investment Analyst RoleWe are seeking an experienced Investment Analyst to join our team in London, Kings Hill, or Worthing offices. As a key member of our Investment Team, you will play a crucial role in leading the preparation of investment memorandums and presenting opportunities directly to our Investment Committee.About the JobThe ideal...

Job Title: ParaplannerWe are seeking an experienced Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Paraplanner, you will play a vital role in providing technical expertise to support our Financial Advisors, assisting them in delivering a first-class service to our clients.Key Responsibilities:Conduct detailed research and...

Paraplanner RoleWe are seeking an experienced Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Paraplanner, you will provide technical expertise to support and assist in the process of providing financial planning solutions to clients.Key ResponsibilitiesUndertake detailed research and analysis of financial planning...

Paraplanner Job DescriptionAbout the Role: We are seeking an experienced Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Paraplanner, you will be responsible for providing technical expertise to support our Financial Advisors / Partners in providing a first-class service to our clients.Key Responsibilities: Your duties will...

We are seeking a highly skilled Financial Services Investment Specialist to lead the preparation of investment memorandums and present opportunities to our Investment Committee.The ideal candidate will have prior experience in financial services, knowledge of Python, Azure-Cloud, SQL, and VBA, and a CFA charterholder and/or Accountancy qualifications.Key...

About the OpportunityWe are seeking a skilled Smart Meter Installation and Maintenance Professional to join our team at Morrison Energy Services. This is an exciting opportunity for individuals who are passionate about delivering exceptional customer service and ensuring the safe and efficient installation and maintenance of smart meters.Salary and...

Company Overview:Antony James Recruitment Ltd is a leading recruitment agency specializing in finance and accounting professionals.Job Summary:We are seeking an experienced Financial Reporting Specialist to join our team. This role will involve managing financial data, preparing reports, and ensuring compliance with regulatory requirements.About the Role:The...

Job Description: We are seeking a highly motivated and enthusiastic individual to join our team as a Customer Service Representative. Based in Preston Brook, you will be responsible for taking inbound calls from customers and working closely with them to understand their needs and provide tailored solutions. Your key responsibilities will include sending...

**Company Overview:**Antony James Recruitment Ltd is a leading recruitment agency specializing in the placement of talented professionals within the Banking and Financial Services sector. Our team is dedicated to providing exceptional service and expertise to our clients and candidates.**Job Description:**Assistant Manager - Regulatory ReportingWe are...

Job OverviewIn this senior accounting role, you will be responsible for preparing company financial statements, personal tax returns, and partnership accounts and returns. You will also be involved in forecasting and business projections, mentoring junior members of staff, and attending client meetings.The successful candidate will have excellent...

Job DescriptionInformed Financial Planning is a reputable financial services company seeking an experienced Senior Financial Services Manager to lead our Paraplanner Team. This challenging role offers the opportunity to work in a dynamic environment and contribute to the growth of our organization.About the RoleThis full-time, permanent position involves...

Are you a highly skilled and motivated individual looking for a new challenge? Do you have a Level 4 Diploma in Financial Planning and excellent technical knowledge of advice and product options?If so, we may have the perfect opportunity for you! Blakemore Recruitment is currently recruiting for a Financial Services Support Specialist to join their team...

We are seeking an experienced Senior Financial Planning Professional to join our client's team in Harrow. The ideal candidate will hold a Level 4 Diploma qualification and have excellent technical knowledge of advice and product options.The primary objective of this role is to provide high-quality support to the Financial Services Sales Team, ensuring...

About the RoleAs a key member of our team at Puro Accountancy, you will be responsible for managing diverse client portfolios, preparing year-end accounts, corporation and personal tax returns, handling VAT returns, and providing expert financial advice and solutions to our clients.Key ResponsibilitiesManage client portfolios and prepare year-end accounts...

Company OverviewPCI Pharma Services is a global, integrated Contract Development and Manufacturing Organization (CDMO) that transforms patients' lives across the globe.Job DescriptionAn exciting opportunity exists to join our Finance team in Hay on Wye as a Financial Services Professional. This role offers a fantastic chance for the successful candidate to...

Job Title: Wealth AdministratorJob Summary:We are seeking a highly motivated and organized Wealth Administrator to join our team at Burgh Recruitment Ltd (Financial Services). As a Wealth Administrator, you will play a vital support role in our Financial Services office, working closely with our Wealth Managers to deliver exceptional client service.Key...

Everpool is looking for a highly skilled Financial Planner to join our successful and growing business. As a Financial Planner, you will be responsible for advising high net worth clients on their financial goals and objectives. This is a fantastic opportunity for a personable and professional candidate to join our team and help our clients meet their life...

Job Description:We are seeking a highly skilled Regulatory Compliance Officer to join our team. In this role, you will be responsible for managing regulatory submissions, financial analysis, accounting, and reporting responsibilities.About the Role:The successful candidate will have 3-5 years of experience in regulatory reporting or related functions within...