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A leading wealth management company is currently seeking a Portfolio Manager for its operations based in the North West. Reporting to the Regional Director, the purpose of the role is together with Private Bankers / Client Relationship Managers, administer clients' portfolios in accordance with the client's individual objectives and in accordance with the Company's Investment Framework and the regulatory requirements....
A vacancy has arisen at one of the UK's leading SIPP & SSAS administrators who are keen to recruit an experienced pensions administrator to compliment their expanding administration team in Manchester. The company specialises in the provision of trustee, administration & actuarial services for Self Invested Personal Pensions, (SIPPs) and Small Self Administered Schemes, (SSASs) and has over £4bn worth...
A leading mortgage lender is currently seeking a Compliance Officer for its Manchester operations. Reporting into the Compliance Manager, the purpose of the role is to undertake a broad range of compliance tasks including: * Involvement with applications for and maintenance of relevant authorisations and licenses in connection with the business activities of the Group * Liaison with the FSA...
Senior Pensions Admin - Manchester My client is a large Third Party Administrator who just keep going from strength to strength. Based in the Manchester office they are now seeking 2 Senior Pensions Administrators to ensure all day-to-day administration and projects in relation to specific clients are processed and completed on time. With extensive Defined Benefit or Defined Contribution experience...
A leading world renowned life assurer is keen to recruit a Sales Development Team Leader for their Manchester office. The role will encompass many of the operational requirements at local level and successful candidates will be responsible for a team of approximately 10 sales consultants and to support the Sales Development Manager in the branch. A key focus will be...
A top tier blue chip bank is currently seeking a Head of Valuations for its operations based in the North West. Key duties include : Manage and lead a team of 100+FTE to achieve operational excellence whilst developing staff Manage exposure to both operational and reputational risk Maintain a detailed awareness of industry standards, regulations and client requirements Represent the...
We are currently recruiting on behalf of one of the world's largest life insurance and pension companies for two Sales Support Administrator's to join their Manchester office. You will work with consultants to maximise the effectiveness of building relationships with IFAs and you will be their main point of contact. You will also have the responsibility of providing information, which...
Group Compliance Manager Manchester c.£45, 000 + car allowance, excellent benefits & bonus A corporate brokerage with associated financial services department is seeking a compliance manager who can oversee all FSA regulated activity, guide business improvement planning, and design T&C programs fro all staff. You will be rewarded with an excellent package plus the opportunity to join an organisation at a...
This role sits within Credit Risk area but will be responsible for Governance of Basel II across the business You will be required to meet with regulators and provide Basel II training to staff and managers. For this you must have strong regulatory experience preferable from an insurance background with a solid understanding of regulatory and Basel II requirements. You...
A well respected, expanding IFA practice in the city centre that specialises in High Net Worth clients has a vacancy for a paraplanner to compliment their existing team in Manchester. The role involves preparing technical research for client meetings; compiling client portfolio valuations; preparing client reports & suitability letters; handling pension transfer analysis reports; and ensuring the team complies with...
One of the leading UK practices that have come to be regarded as one of the most progressive and professional in Britain, are currently seeking an Audit Senior for their Manchester office. The ideal candidate will have ACA/ACCA and be from a Top 20 background, whilst being highly motivated and a team player. The building and maintaining of good, working...
A international firm of accountant is looking for a experienced Treasury Risk Manager to work in their established advisory team. We are particularly interested in speaking to treasury risk professionals with significant experience around IRS 7 and IAS 39; a ACT diploma would also be a plus. As this is a consultancy position the successful candidate must have a excellent...
Having seen significant growth in the last 2 years this well established and highly respected financial services advisory firm is looking for a experienced internal audit manager to join them. The successful candidate will have strong experience of internal audit and risk management within the financial services industry; this can be from either a advisory perspective or in house. Ideally...
A international firm of accountant is looking for a experienced Treasury Risk Manager to work in their established advisory team. We are particularly interested in speaking to treasury risk professionals with significant experience around IRS 7 and IAS 39; a ACT diploma would also be a plus. As this is a consultancy position the successful candidate must have a excellent...
A manager role within the restructuring and recovery team of this globally recognised advisory firm has opened for an ambitious and dedicated individual. Working on IBRs and complex turnarounds your portfolio will be varied and demanding. Experience from a transaction services / corporate finance background from a top 6 accountancy firm or bank will provide a good grounding for the...
New Audit Managers wanted for the northern offices of a Top 15 firm that boasts a truly International reputation with its global presence. The successful candidate will be working on a mixed portfolio of SME and OMB clients and will have a keen eye for detail as well as good motivational skills and a proven track record in the planning, ...
We are currently working with one of the largest banks and providers of mortgages and investments in the UK. At present we are recuiting for Customer Relationship Managers accross the UK to pro-actively develop and build financial planning solutions to meet customer needs and grow long term relationships. Responsibilities:- - Optimises customer potential and embraces One on One in supporting...
Rapidly expanding property investment business has an exceptional opportunity for a qualified accountant to join as their Financial Controller. This is a young business that has lined itself up to quadruple in size in the next year! Managing an initial team of 2, you will be responsible for the Management reporting and analysis, Statutory accounting, outsourced tax planning, etc. Given...
Duties & Responsibilities: *Reconciliations of member's client account *Dealing with incoming queries from internal and external parties *Inputting data from cashbook, cheque book and bank statements onto the computer system *Monitoring and controlling the settlement received from clients *Dealing with incoming calls and queries from clients *Chasing clients for outstanding payments *issuing return premiums to clients Compliance: *Ensure work is...
Founded in 1993, this city based IFA practice has excelled in providing financial solutions to its clients and have grown during this time grown predominately through acquisition of IFA firms throughout the UK. They employ highly qualified professional advisers who have achieved advanced planning qualifications, and have specialists in retirement planning, investments and estate planning. They cultivate an environment where...
My client is a leading fiduciary and trust services company based in the Channel Islands. They are currently seeking an experienced person to join them on their sales team - the role will be home-based with periodic travel throughout the UK and to the head office in Guernsey. The role will suit a motivated self-starter with a solid understanding of...