Policy Associate
3 weeks ago
Job Title: Policy Associate
Job Summary:
We are seeking a highly skilled Policy Associate to join our team at Vintage Asset Management Ltd. The successful candidate will be responsible for assisting the Client Operations Manager with the non-investment aspects of the relationship with clients, financial advisers, and other parties.
Key Responsibilities:
- Assist with the on-boarding process, including drafting paperwork and setting up client accounts.
- Manage the transfer or closure of client accounts as required.
- Arrange withdrawals and client income in accordance with an agreed approach.
- Monitor for receipt of new funds and arrange ISA subscriptions.
- Organise online access for clients and deal with administrative issues.
- Deal with ad-hoc client instructions and general client servicing.
- Review and update client files as required.
- Update internal systems, particularly CRM.
Requirements:
- At least two years of work experience in wealth management operations.
- Knowledge of investment wrap platforms.
- Financial awareness and understanding of client & account types, tax wrappers, and investments.
- CRM systems experience.
- Bright, personable, literate, numerate, analytical, and hard-working individual.
- Ability to work well in a team or as an individual.
- Confident and competent to deal directly with clients.
- Keen to help build the business.
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Research Associate
4 weeks ago
London, Greater London, United Kingdom SE Health Policy Full timeResearch Associate - Public Health Policy SpecialistAt SE Health Policy, we are committed to developing and implementing evidence-based public health policies that improve the lives of individuals and communities. We are seeking a highly skilled Research Associate to support our ongoing projects and contribute to shaping the European public health policy...
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Research Associate
3 weeks ago
London, Greater London, United Kingdom SE Health Policy Full time £40,000Job Title: Research AssociateWe are seeking a highly skilled Research Associate to support our ongoing projects at SE Health Policy. This role is ideal for someone who excels in research and desires to see their academic work translated into action.Key Responsibilities:Conduct thorough research on public health policies, particularly vaccine research and...
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Research Associate
3 weeks ago
London, Greater London, United Kingdom SE Health Policy Full timeJob Title: Research AssociateWe are seeking a highly skilled Research Associate to support our ongoing projects at SE Health Policy. This role is ideal for someone who excels in research and desires to see their academic work translated into action.Key Responsibilities:Conduct thorough research on public health policies, particularly vaccine research and...
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Research Associate
2 weeks ago
London, Greater London, United Kingdom SE Health Policy Full time £40,000Job Overview:SE Health Policy is seeking a highly skilled Research Associate to support our ongoing projects in public health policy. This role is ideal for someone who excels in research and desires to see their academic work translated into action.Key Responsibilities:We are looking for a candidate who can manage and support various activities, including...
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Policy Associate
4 weeks ago
London, Greater London, United Kingdom Alo, LLC. Full timeSeasonal Associate (Part-Time) - Brompton RoadMindful movement has a profound impact on our lives and communities. By cultivating mindfulness in the studio, we can create a ripple effect that extends beyond the mat.Role OverviewThe Seasonal Associate plays a vital role in achieving store sales and operational goals. Key responsibilities include:Processing...
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Policy Associate
4 weeks ago
London, Greater London, United Kingdom Alo, LLC. Full timeSeasonal Associate (Part-Time) - Brompton RoadMindful movement is at the heart of our studio, where it transforms yogis' lives and communities. Our Seasonal Associate role is a key part of this mission, helping us achieve store sales and operational goals.Key ResponsibilitiesProcess customer transactions and returns in accordance with our policies and...
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Policy Associate
2 months ago
London, Greater London, United Kingdom Alo, LLC. Full timeSeasonal Associate (Part-Time) - Brompton RoadMindful movement is at the heart of our studio, where it transforms yogis' lives and communities. Our Seasonal Associate role is a key part of this journey, helping us achieve store sales and operational goals.Key ResponsibilitiesProcess customer transactions and returns in accordance with our policies and...
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Policy Associate
4 weeks ago
London, Greater London, United Kingdom Alo, LLC. Full timeSeasonal Associate (Part-Time) - Brompton RoadMindful movement is at the heart of our studio, where it transforms yogis' lives and communities. Our Seasonal Associate role is a key part of this mission, helping us achieve store sales and operational goals.Key ResponsibilitiesProcess customer transactions and returns in accordance with our policies and...
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Policy Associate
4 weeks ago
London, Greater London, United Kingdom Alo Moves Full timeJob Title: Associate, PolicyAt Alo Yoga, we are seeking a highly motivated and detail-oriented Associate, Policy to join our team. As a key member of our operations team, you will play a critical role in supporting the development and implementation of our company's policies and procedures.Key Responsibilities:Collaborate with cross-functional teams to...
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Policy Associate
3 weeks ago
London, Greater London, United Kingdom Alo, LLC. Full timeAt Alo, LLC., we're seeking a skilled Policy Associate to join our team. As a key member of our retail team, you'll play a vital role in achieving store sales and operational goals.Key Responsibilities:Process customer transactions and returns in accordance with company policy and procedures.Support replenishment on the sales floor in a timely manner.Ensure...
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Policy Associate
3 weeks ago
London, Greater London, United Kingdom Alo Moves Full timeJob SummaryWe are seeking a highly motivated and customer-focused Policy Associate to join our team at Alo Yoga. As a Policy Associate, you will play a key role in achieving store sales and operational goals while providing an exceptional customer experience.Key ResponsibilitiesDrive sales growth by utilizing Alo's Flow initiatives to optimize productivity...
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Policy Associate
4 weeks ago
London, Greater London, United Kingdom IDEX Consulting Full timeThriving Career at IDEX ConsultingAre you a law professional looking for a challenging role at a prestigious New York law firm with a thriving London office?We are seeking a skilled Policy Associate to join our team. As a Policy Associate, you will be responsible for conducting due diligence, drafting legal documents, and managing transactions efficiently.To...
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Policy Associate
4 weeks ago
London, Greater London, United Kingdom IDEX Consulting Full timeThriving Career at IDEX ConsultingAre you a law professional looking for a challenging role at a prestigious New York law firm with a thriving London office?We are seeking a skilled Policy Associate to join our team. As a Policy Associate, you will be responsible for conducting due diligence, drafting legal documents, and managing transactions efficiently.To...
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Policy Associate
4 weeks ago
London, Greater London, United Kingdom Alo Moves Full timeJob SummaryAlo Moves is seeking a highly motivated and customer-focused Policy Associate to join our team. As a Policy Associate, you will play a key role in supporting the achievement of store sales and operational goals.Key ResponsibilitiesDrive sales growth by utilizing Alo's Flow initiatives to optimize productivity and efficiency.Provide exceptional...
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Policy Associate
3 weeks ago
London, Greater London, United Kingdom Alo Moves Full timeJob SummaryAlo Yoga is seeking a highly motivated and customer-focused Policy Associate to join our team. As a Policy Associate, you will play a key role in achieving store sales and operational goals while providing an exceptional customer experience.Key ResponsibilitiesSupport the creation of an authentic people experience in the store, both front and back...
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Policy Associate
4 weeks ago
London, Greater London, United Kingdom Marlin Selection Ltd Full timeJob Title: Policy Senior AssociateAbout the Role:We are seeking a highly skilled Policy Senior Associate to join our Equity Modelling team. As a key member of the team, you will provide analysis and advice to guide the share ownership strategy, considering the long-term impact and the Group's success and financial outcome.Key Responsibilities:Develop a deep...
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Policy Associate
4 weeks ago
London, Greater London, United Kingdom Marlin Selection Ltd Full timeJob Title: Policy Senior AssociateAbout the Role:We are seeking a highly skilled Policy Senior Associate to join our Equity Modelling team. As a key member of the team, you will provide analysis and advice to guide the share ownership strategy, considering the long-term impact and the Group's success and financial outcome.Key Responsibilities:Develop a deep...
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Policy Associate
3 weeks ago
London, Greater London, United Kingdom Alo Moves Full timeJob SummaryAlo Moves is seeking a highly motivated and customer-focused Policy Associate to join our team. As a Policy Associate, you will play a critical role in achieving store sales and operational goals. You will be responsible for creating an authentic people experience both front and back of house.Key ResponsibilitiesImpact the business and store...
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Policy Associate
3 weeks ago
London, Greater London, United Kingdom Mason Blake Full timeJob DetailsOur client, a leading investment manager, is seeking a Client Relations Associate to support the development of the Institutional business in London.The successful candidate will work with clients, third parties, and business units to manage growth, ensuring client queries are responded to according to company standards.Respond to client queries...
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Associate, Policy Specialist
1 month ago
London, Greater London, United Kingdom Alo Moves Full timeJob SummaryAlo Moves is seeking a highly motivated and customer-focused Seasonal Associate to join our team. As a Seasonal Associate, you will play a critical role in achieving store sales and operational goals while providing an exceptional customer experience.Key ResponsibilitiesDrive sales growth by utilizing Alo's Flow initiatives to optimize...