Investment Advisory Professional
1 week ago
The Investment Advisory Professional will be responsible for providing expert advice on investment and retirement planning to clients, utilising their extensive knowledge of financial markets and regulatory requirements.
Key responsibilities include evaluating prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation, reviewing prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable, and adhering to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice.
A University degree or equivalent combination of education/experience is required, along with a Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable.
A salary of £70,000 - £90,000 per annum, depending on experience, is offered, along with a range of benefits including 8 paid holidays, Enhanced maternity pay package, and a retirement pension plan featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions.
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Lawyer - Corporate Advisory
2 weeks ago
London, Greater London, United Kingdom Montgomery Advisory Full timeAbout Montgomery Advisory">We are a leading international law firm with a growing Private Equity practice in London. Our team is highly regarded for its expertise across mid-market transactions and broad experience advising private equity sponsors, portfolio companies, and management teams.Your Role">You will advise clients on private equity matters,...
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Sustainable Investment Manager
2 days ago
London, Greater London, United Kingdom Natixis Investment Managers Full timeKey ResponsibilitiesThe ESG Integration & Affiliate Advisory Lead will be responsible for:Developing NIM's sustainable investment approaches and methodologies;Providing technical expertise in shaping NIM's approach to key sustainability methodologies and topics;Establishing and monitoring NIM's desired positioning on key sustainability topics relative to...
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M&A Advisory Senior Associate Role
4 weeks ago
London, Greater London, United Kingdom Interpath Advisory Full timeUnlock your potential in a fast-paced Corporate Finance environment at Interpath Advisory. We are seeking a highly motivated and experienced Senior Associate to join our M&A Advisory team.As a Senior Associate, you will play a pivotal role in the origination and execution of M&A transactions across various industries. Collaborating closely with senior team...
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Investment Advisory Consultant
4 weeks ago
London, Greater London, United Kingdom Isio Full timeRole OverviewIsio is seeking an experienced Investment Advisory to join our team. As an Investment Advisory, you will be responsible for generating new investment ideas, producing materials for clients and prospects, and conducting due diligence meetings with managers.Key ResponsibilitiesDevelop and implement investment strategies for clients and...
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Investment Risk Manager
1 month ago
London, Greater London, United Kingdom AXA Investment Managers Full timeAbout the RoleWe are seeking an Investment Risk Manager to join our team at AXA Investment Managers. As a key member of our Global Risk Management team, you will be responsible for overseeing the risk profiles for our funds and supporting our senior management in their understanding of investment risk-related matters.Key ResponsibilitiesImplementation of an...
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Compliance Senior Manager, Compliance Advisory
1 month ago
London, Greater London, United Kingdom AXA Investment Managers Full timeJob Summary We are seeking a highly skilled Compliance Senior Manager to join our team at AXA Investment Managers. As a key member of our Compliance Department, you will be responsible for managing the compliance advisory team and providing expert advice on regulatory matters to our investment management business. Key Responsibilities Manage a team of...
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Tax Advisory Professional
3 weeks ago
London, Greater London, United Kingdom Pro-Tax Full timeAs a Tax Advisory Professional at Pro-Tax, you will be responsible for managing a diverse portfolio of clients across various sectors.We are seeking an experienced professional with a good understanding of corporation tax to join our team in Central London.Your key responsibilities will include providing compliance and advisory services to clients, with a...
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Strategic Advisory Professional
4 weeks ago
London, Greater London, United Kingdom Selby Jennings Full timeSecondary Advisory RoleOur client, a leading boutique advisory firm based in London, is seeking a skilled Strategic Advisory Professional to join their market-leading Secondary Advisory/Private Capital Advisory team.The Opportunity:Work with top-tier institutional investors, private equity firms, and funds, providing innovative advisory services in secondary...
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Investment Director
1 month ago
London, Greater London, United Kingdom USS Investment Management Limited Full time### Investment Director - PE Funds & Co-Investment#### Job SummaryUSS Investment Management Limited is seeking an experienced Investment Director to join its Private Markets team. As a key member of the team, you will be responsible for leading the underwriting, monitoring, and management of indirect Private Equity investments.#### Key Responsibilities* Lead...
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Forensic Accounting Professional
2 weeks ago
London, Greater London, United Kingdom Quantuma Advisory Limited Full timeAbout Quantuma AdvisoryWe are one of the fastest-growing Disputes, Investigations and Valuations teams in the UK, part of the ambitious advisory firm K3 Capital Group Plc.Our team receives work from a wide range of law firms globally with minimal conflicts. The Managing Directors are instructed in high-profile litigation, arbitration, matrimonial, and...
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Financial Advisory Professional
2 weeks ago
London, Greater London, United Kingdom Citigroup Global Markets Limited Full timeAbout the RoleCitigroup Global Markets Limited seeks a highly skilled Financial Advisory Professional to join its team. This role involves assisting clients in raising funds in the capital markets and providing strategic advisory services for mergers, acquisitions, and other financial transactions.ResponsibilitiesAssist in executing Citi's Investment Banking...
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Private Equity Specialist
2 weeks ago
London, Greater London, United Kingdom PER, Private Equity Recruitment Full timeAbout Our ClientThis opportunity is ideal for those who are enthusiastic about developing a career in the private equity secondary market.We are working with a leading independent investment bank that is looking to add an Associate to the secondary advisory side of its private capital advisory team. The selected candidate will be responsible for providing...
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Investment Portfolio Manager
2 weeks ago
London, Greater London, United Kingdom USS Investment Management Limited Full timeWe are seeking an experienced Investment Director to lead the underwriting, monitoring and management of indirect Private Equity investments (funds and co-investments) for USS Investment Management Limited. As a key member of our team, you will play a crucial role in driving investment decisions and overseeing the approach to indirect investments across our...
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Investment Advisory Professional
2 weeks ago
London, Greater London, United Kingdom Independent Resourcing Consultancy Ltd Full timeWe are committed to fostering a diverse and inclusive work environment at Independent Resourcing Consultancy Ltd. As a respected financial services firm, we recognize the importance of providing opportunities for career growth and development.Our Financial Planning Specialist will be responsible for:Providing expert advice on investment and wealth management...
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Financial Paralegal
3 weeks ago
London, Greater London, United Kingdom Goldman Sachs Group, Inc. Full timeCompany OverviewWe are a leading global investment banking, securities, and investment management firm. Our Legal Department plays a critical role in supporting the firm's activities across various sectors.About the RoleThis is an exciting opportunity to join our team as a Financial Paralegal in the Legal Department, focusing on investment management and...
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Investment Banking Professional
1 month ago
London, Greater London, United Kingdom Nomura Holdings, Inc. Full timeJob DetailsNomura Holdings, Inc. is seeking a highly skilled Investment Banking Professional to join its Financial Sponsors Group in London. This role will provide a unique opportunity to work with a global financial services group and contribute to the success of the company.About the RoleThe successful candidate will have a strong understanding of market...
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Investment Banking Professional
1 month ago
London, Greater London, United Kingdom Nomura Holdings, Inc. Full timeInvestment Banking Professional - FIG Sector SpecialistJob Title: FIG Sector SpecialistJob OverviewNomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. Our FIG sector is one of the largest teams in Investment Banking, executing high-profile deals and providing analysts with unparalleled deal...
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Investment Banking Analyst
4 weeks ago
London, Greater London, United Kingdom ONE SEARCH Full timeThe RoleYou will provide daily support on financing advisory mandates across various sectors, with a focus on infrastructure assets. Key responsibilities include conducting financial modeling, performing industry and company research, generating marketing concepts and materials, creating marketing presentations and information memoranda, and assisting senior...
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Strategic Investment Professional
4 weeks ago
London, Greater London, United Kingdom Al Faisal Holding Full timeJob Role: We seek a seasoned Investment Analyst with strong transaction advisory expertise, encompassing both sell-side and buy-side experiences, as well as M&A knowledge. The ideal candidate will possess a solid foundation in private equity or significant experience within a Big 4 financial advisory firm. A master's degree from a top-tier university,...
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Debt Advisory Professional
4 weeks ago
London, Greater London, United Kingdom Teneo Full timeThe RoleAt Teneo, we are seeking a highly skilled and ambitious individual to join our European Debt Advisory team in London as an Associate Director. As part of our growing team, you will work alongside experienced practitioners advising boards, management teams, lenders, and shareholders on optimizing their capital structures.Our Debt Advisory practice...