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Our client is seeking a Senior Administrator with strong organisation skills to join their small team, on a permanent full-time basis, to be responsible for assisting with the monitoring of all assets held within Employer Solutions’ spectrum of service lines, pension and retirement plans, employee benefit trusts and deferred compensation plans, on an accurate and timely basis. The successful candidate will be educated to A-level standard or equivalent, be a confident communicator, have the ability to work to tight deadlines whilst under pressure, holding strong IT skills and good knowledge of Excel.

New permanent, full-time opportunity for an individual to join our client’s Investment management department as a Senior Administrator, where you will predominately support our client’s Third Party Reconciliations team initially. This team are responsible for the reconciliation of asset stock and cash positions of client accounts and the clearance of outstanding items held within a range of Third Party (Discretionary) providers. Duties include: the reconciliation of asset positions, the production of month end packs, representing Third Party in key stakeholder meetings/change forums and providing support to the Team Manager. The successful candidate will be educated to A level standard (maths advantageous), have a strong working knowledge of Microsoft Office in particular Excel and have the ability to organise own work and meet deadlines.

This brilliant full-time, permanent opportunity will have you responsible for supporting the executive team, working within the lifecycle of strategic and operational initiatives for a legal firm, as well as supporting the Legal COO with other group strategic priorities. These can include new products, service lines, and locations in accordance with group strategy and vision. If you have a strong service mentality, good understanding of LEAN / Six Sigma and / or general continuous improvement tools, are self-driven and confident and have a structured approach to planning and prioritising workloads, our client would love to hear from you!

This is a brand new permanent, full-time opportunity for a Private Banking Officer, who will support the Private Banking team by managing the requirements of existing and potential clients, ensuring the highest standards are maintained at all times. Our client is seeking a driven individual, who is able to demonstrate initiative and flexibility, and who holds an awareness of both the risk environment and external factors driving clients’ needs. The successful candidate will be working towards or already hold a Level 4 qualification and a CeMAP that is appropriate to this role and meets current regulatory standards and at least 5 years’ experience in banking. This is a great position for someone who can apply previous experience and specialist knowledge to make a positive impact in the business and develop their own career.  

A wonderful opportunity has arisen to provide a high level of service to existing and potential clients of a successful banking firm, whilst operating within a closely regulated regime and complying with company policies and procedures. The role holder is responsible for managing, maintaining and growing a portfolio of corporate and trustee relationships, using the specialist resources relating to investment and credit as appropriate. The successful candidate will hold a relevant RDR compliant Investment qualification at level 4, an understanding of business and regulatory risk, commercial awareness of businesses and external markets and an in depth knowledge of corporate and trust structures, to support risk management and deliver effective professional relationships.

As a Senior Administrator you will support the transformation and the future growth of our clients’ business within the customer services function, so it can stand out for the experience and service delivered by building on service reputation, and delivering market-leading service excellence for our customers and advisers. You will actively engaged in the resolution of customer and adviser queries whilst demonstrating a proactive and positive desire to deliver the best possible customer experience for customers throughout the journey with the firm. This will involve resolving a wide range of queries for both the IOM and Dublin office as well as contributing to designing and delivering the most positive experience for customers. If you are a confident self-starter with a desire to develop your career un a customer centric environment, this could be the role for you!

In this exciting new role you will be responsible to manage the ongoing administration of externally managed accounts, to include the opening and closing of accounts, manage payments, cash management and withdrawal requests, whilst ensuring the company’s records are accurate and in date. You will have good administration, literacy, numeracy, planning and organisational skills and a positive can-do attitude and commitment to “get the job done”. The ideal candidate will have at least 1 years’ experience in Financial Services, hold, or be willing to work towards a relevant professional qualification along with an understanding of various Investment instruments such as equities, bonds, collective investment schemes, and investment trusts.

Our client is seeking an Administrator, Dealing & Settlements to join their pro-active and friendly team on a permanent full-time basis. Responsibilities will include daily dealing and settlements processes such as the creation, placement and settlement of trades, set up and maintenance of assets, funds broker records and policyholder investment portfolio records. You will also complete money matching, handle asset re-registrations, investigate and resolve stock reconciliation queries, maintenance of policy holder portfolios and timely application of transactions. Professional and timely communication with policyholders, IFAs and investment related financial firms is fundamental to this role. If you have 1+ years’ financial services experience coupled with a commitment to providing outstanding customer service whilst demonstrating an attention to detail, get in touch!

An exciting opportunity has arisen for an Administrator to join our client’s growing team to manage all non-standard member recommendations including loan, distribution, investment, and complex reviews whilst delivering a bespoke service to high-net-worth (HNW) participants. Completing execution and trustee review preparation for the division, you’ll also provide support to the Trustees and Management Team and be responsible for assisting the Relationship Principles - HNW participants with a portfolio of high value, blue chip clients, potentially covering the spectrum of the divisions’ service lines. The executive will act as a secondary point of contact for these participants and will support the Trustees and Relationship Managers in developing existing and potential relationships by delivering the efficient and timely administration of documents, instructions and other associated paperwork.

Our client is seeking an individual with 3-4 years’ experience in compliance monitoring, auditing or risk management within a financial services organisation or one of the big four auditing forms, to join their team, on a permanent basis. As a Specialist you will complete high quality reviews from planning to reporting and contribute to the global implementation of the Group Compliance Monitoring methodology and processes to ensure the Group and all legal entities are conducting business in accordance with relevant regulations, applicable codes of conduct and within best business practice and drive the development and implementation of a combined assurance approach across all Compliance Assurance Functions. It is essential that you have overall experience in the Corporate and Investment Banking sector with an understanding of the how the business and products are structures and operate.

Our client is seeking an ambitious and self-motivated Business Development (BD) Manager to be a part of their Investment BD Team, proactively assisting to develop a culture of focused BD in the team. This varied and busy role will suit someone who has a proven track record and experience of successful BD within a discretionary investment business, and existing network of professional contacts in the financial advisory and/or fiduciary sector, strong client relationship skills and strong technical product knowledge. If you have a knowledge of trust and corporate structures and ESG and sustainable investments, desirably holding a professional qualification such as IOM FSA – Investment Advice, get in touch as our client would love to hear from you!

Itchyfeet is working on an exciting full-time permanent opportunity for a high performing individual currently working in an investment administration / dealing role who wishes to progress their career in a growing organisation. You will review new and existing assets for all Group Companies to ensure they remain compatible with regulatory requirements, check and sign off reviews undertaken by other team members, respond to queries and conduct weekly and monthly audits to ensure assets held within group products are compliant with regional regulatory requirements. The successful candidate will have two years’ experience working in an Life Assurance / Fund administration / investment related environment, good analytical and numeracy skills, be familiar with Microsoft Office packages, in particular Excel and have the ability to work under pressure. It would be advantageous to have investment related experience.

A new and exciting opportunity has arisen for an individual educated to A Level / degree standards, to join our client’s Listings team, on a permanent basis. As an Assistant Analyst you will provide assistance and support to the team for the administration of the Listing Rules. Duties will include undertaking appropriate due diligence under the guidance of the Director and Head of Market Regulation to ensure that all pertinent information of an Issuer is identified and reporting those findings for consideration, liaising with Listing Members in respect of Listing Applications as well as overseeing on-going Listing Applications and preparation of standard documentation. If you have a desire to be constantly challenged in a unique and dynamic ever-changing financial environment, then get in touch!

Our client is seeking a positive and enthusiastic Operations Team Leader to manage a fast paced multi-functional regional team. You will take ownership of and resolve external and internal queries, carry out effective performance management, provide guidance and support to the team and develop the team in all areas of excellent customer service. You may be required to work shift patterns as and when required. The successful candidate will thrive on providing excellent customer service and be an outstanding leader of people and provide effective time management. You will also have previous experience within the Life Assurance industry and have the ability to demonstrate a professional, positive and customer focused attitude. Ideally, you will have experience of handling external telephone calls with both clients and stakeholders.

Our client is seeking a Trainee Reporting & Investment Analyst with excellent maths/economics qualifications, to take on the general responsibility and monitoring of nominated client investment portfolios and the preparation of the monthly investment reports for assigned clients. You will also provide analysis of movements within the client centric accounts and within the underlying discretionary fund managers and monitor compliance with mandates. The successful candidate will have a solid understanding of financial set-up, procedures, statistics and economics, be a skilled investment analysis software user, have strong numerical skills and excellent quantitative and qualitative analytical skills. Training will be provided in the use of software, for example, Amps and Pertrac.

Due to continued expansion our client has a number of exciting new opportunities in their Customer Services and Investments Departments! These roles are at different levels in the organisation, from entry level to more specialist positions, based in Castletown. If you have the relevant experience and are looking for the next step in your career, or would like to start your career in the Financial / Insurance environment, then our client would love to hear from you!

An exciting new position has opened to work as a Senior Administrator, supporting our clients’ Settlement, Dealing and Asset Team. You will provide a service to the customer in line with company values, place and authorise trades, retrieve contract notes, and complete and settle trades. You will also support the cash management process, act as a subject matter expert, support the team lead / management team by delivering training and coaching to team members and act as a positive role model amongst other duties. This role would suit a professional with dividend and corporate action processing skills who has previous experience in training and coaching, are diligent and conscientious in the accuracy of their work with an excellent attention to detail.

This is a fantastic permanent, full-time opportunity to effectively manage the ongoing administration of externally managed accounts, which includes the opening and closing of accounts, managing payments in and out from external managers, effective cash management, withdrawal requests and ensuring that the company’s records are accurate and up to date. You will also provide professional and timely communication with policyholders, IFA’s and external managers. The successful candidate will have  obtained or be prepared to work towards a relevant professional qualification for example, Chartered Institute for Securities & Investment (CISI). It is also a requirement to have an understanding of securities and investments, a good command of Microsoft Office and be committed to providing excellent customer service.

In this brilliant new opportunity, you will have management responsibility for up to seven team members made up of administrators and a technical specialist. You will manage the reconciliation of stock and cash positions using interfaces, websites and / or statements, compile monthly reconciliation reports to evidence account balancing, maintain accurate records, assist with project work linked to your department and have effective verbal and non-verbal communication with key stakeholders. It is essential to have previous people management responsibility. This role would suit someone with strong communication skills, a good attention to detail, and an understanding of departmental risks and the importance of risk management procedures. This client offers competitive salaries and benefits including flexible hours and training and development opportunities.

Working within an Investment Services department you will play a key part in the Reconciliations team, where you will reconcile stock and cash positions. You'll also put your mastered Excel skills to use by compiling and completing Management Information statistics for your Senior Leader. Duties include investigating and documenting any reconciliation differences, liaising with other departments to ensure these differences are resolved, reconciling the stock and cash positions and compiling monthly reconciliation reports to evidence account balancing. A candidate with strong communication skills, and excellent work ethic and strong attention to detail would be ideal for this position. If you have at least 2 years’ experience working within an Investment Services environment and have started or are wishing to pursue your CISI, this could be the job you're looking for!

Within this new and exciting permanent opportunity, you will manage the event lifecycle of a Corporate Action, through the application of in depth knowledge of Corporate Actions complexities. You will analyse event announcements through to entitlement processing and reconciliation for all Corporate Action & Hedge Events, and part of your role will be to ensure client notifications are clear and concise prior to publishing, and handling ongoing training requirements arising from Administrator inaccuracy. The candidate will have practical securities operations experience, be systems literate, highly motivated, client focused, and have good verbal and written communication skills.

A new and exciting opportunity has arisen for a Manager to join our client’s Data Management team, on a permanent full-time basis. You will manage, supervise and develop the team to ensure the provision of a professional and first-class service to CIS client teams within the Company. The successful candidate will have a table 4 qualification, 8 years' relevant industry experience with at least 3 years' in a supervisory role. A fantastic salary and package is on offer for this role!

Our client is seeking an individual to join their team, on a permanent basis, to act as a Pensions Administrator. The duties of this role relate to the administration of local and international pension schemes and are split into two areas of processing and member services. Your role will be focusing on one area, with the capability to learn and transfer between both roles. Key responsibilities will include maintenance of membership records, payment of pensions and other benefits / expenses using online banking systems, calculation of benefits as well as liaising with clients, banks and investment managers. Experience as an administrator in a pension / fund / trust or banking business is preferred. Customer service experience gained in a finance / banking industry is highly desirable.

A new and exciting opportunity has arisen to work as a Team Leader Dealing and Settlements on a full-time, permanent basis. Responsibilities include daily dealing and settlements processes, money matching, handling asset re-registrations, investigation and resolution of stock reconciliation queries, maintenance of policy holder portfolios and timely application of transactions. You will provide professional and timely communication with policyholders, IFAs and investment related financial firms and be the point of contact for your team. The successful candidate will have proven experience of dealing with external parties such as fund managers, custodians, and financial advisers and experience of leading a team.

As a Data Analyst you will work towards targets set by the Data Manager to ensure that the company operates within service level agreements agreed with clients. Working as a team player, you’ll be responsible for processing the data effectively and accurately. Responsibilities include but are not limited  to identifying and resolving data queries, assisting with defining the new data collection and analysis process and identifying patterns and trends within data sets. The candidate will have good written and interpersonal skills, are highly organised and have a good attention to detail. It would be beneficial to have basic investment knowledge and understanding and a working knowledge of Alteryx.

This is a new and exciting opportunity for a candidate to join our client’s Investment Services department. The duties for this role include but are not limited to, producing high quality regular investment performance analysis and reports, assisting in the review of investment options and investment managers while supporting the team in the delivery of non-regular reporting and other consultancy services to clients. The successful candidate will have Maths at A Level (A - B Grade) is essential, English minimum C grade at GCSE, good knowledge of Microsoft Office, specifically Word and Excel and previous experience in a financial services office environment will be an advantageous.  If suitable progress is made the successful candidate will be supported through professional investment qualifications such as the CIPM or CFA and training will be provided in all aspects of the work required.

Itchyfeet has a new and fantastic opportunity for a candidate with at least 10 years’ experience in providing private wealth and corporate services in a fiduciary environment. You’ll be responsible for managing existing client relationships together with carrying out business development activities with the business’s key intermediary network in order to meet our client’s new business targets. Business development activities will require travel to London and other locations to meet intermediary referrers and attend marketing events. Reporting to the Managing Director, you’ll hold a relevant professional qualification and be able to demonstrate knowledge of the legal and regulatory framework in Guernsey and other territories, including AML provisions and relevant fiduciary laws.

This is a new and exciting full-time, permanent opportunity for a candidate to support the development of new products and manage through to delivery of new Structured Products, liaising with various areas within Wealth International and the wider Bank Group to ensure both on time and high-quality product launches. You will conduct ongoing market research to ensure that both client and Wealth International needs are met by developing and optimising the product range to align to market, competitor and economic trends. The successful candidate will  have a Diploma in Finance and Accounting and an Investment qualification at Level 4 or above, product investment experience and at least minimum of 5 years’ experience in structured products and derivatives along with strong project management, presentation and analytical skills and knowledge of global investment markets and derivative instruments.

A new and exciting full or part-time role has arisen for a Client Services Officer to assist in delivering administrative and client relations support to the Portfolio Management and Stockbroking Teams including producing valuations and day to day support work. You will assist with the mailing and emailing of manual packs and the reconciliation of a handful of non-nominee clients on a quarterly basis. You will also ensure statements are received from the various custodians and Avaloq is correctly amended, send out monthly valuations, maintain the monthly list of reporting requirements and prepare bespoke reports for high net worth clients. The successful candidate will have 2+ years’ client services experience within the finance industry or experience in a similar role within the finance industry, knowledge of or ability to learn and apply CDD requirements and the ability to work under pressure.

A new and exciting full or part-time role has arisen for a Client Services Officer to assist in delivering administrative and client relations support to the Portfolio Management and Stockbroking Teams including producing valuations and day to day support work. You will assist with the mailing and emailing of manual packs and the reconciliation of a handful of non-nominee clients on a quarterly basis. You will also ensure statements are received from the various custodians and Avaloq is correctly amended, send out monthly valuations, maintain the monthly list of reporting requirements and prepare bespoke reports for high net worth clients. The successful candidate will have 2+ years’ client services experience within the finance industry or experience in a similar role within the finance industry, knowledge of or ability to learn and apply CDD requirements and the ability to work under pressure.

This is a fabulous opportunity for a candidate to join one a leading investment Bank, where you will offer trade support, broker set-up, security set-up, trade capture, communication, matching settlements and claims. You will also process corporate actions and deliver proxy voting administration and work across cross functional teams to develop innovative solutions to problems faced by the business. The successful candidate will have a Bachelor’s degree in finance, accounting, economics, business administration and/or related college degree with equivalent work experience, other industry certifications are not mandatory but considered an asset. You will be self-motivated, organised and methodical and be a collaborative team player.

Itchyfeet has a fantastic career opportunity for an Administrator in our client’s Communications Team to enhance their member experience for their book of clients, ensuring that plan members receive a premium service and clear, concise communications. You will investigate and answer participant’s queries, refer live FX deals, produce ad-hoc member statements and maintain member’s details on core systems.  You will also liaise with other teams to co-ordinate bulk communications to plan members and deal with the responses from them, keeping information up to date and making sure any changes are circulated to the team. You will be required to be educated to A-level standard or equivalent, have administration experience, excellent telephone skills, including dealing with difficult clients and a high level of accuracy.

As an Assistant Manager, Corporate Services you will manage the day to day administration of a portfolio of client structures comprising private equity and real estate investment structures, listed companies as well as pension/EBT arrangements. You will provide fiduciary services to these structures in accordance with the relevant Client Services Agreements and the various laws and regulations pertaining to the group’s regulatory licences. Working at this level, you will also be expected to undertake any such duties that are deemed a reasonable requirement, e.g. deputising for the Manager in their absence, participating in projects that are related to the role. The company offers flexible hours within the time frame 7am-7pm and WFH, though this particular team choose to work in the office. If you have the relevant experience and hold a professional qualification e.g. ICSA/STEP then get in touch!

Our client is seeking a Relationship Support Officer who can speak English and Japanese, to work within their Operations department, on a permanent full-time basis. You will be part of a Customer Service team based on the Isle of Man, within a department responsible for all aspects of product administration and relationship management. This role would suit a highly self-motivated individual with interpersonal skills who is willing to participate and actively assist in improving current processes with experience in handling external telephone calls, with both clients and independent financial advisors. This is a fantastic opportunity not to be missed!

A brilliant new opportunity has arisen to work on a full-time permanent basis as an Investments Administrator in our clients’ Castletown based offices. Your position will involve providing back-office administration for Investment related processes, ensuring that our policy holder valuations are up to date. You will be the first point of contact to deal professionally and effectively with requests, answering queries providing customers with product and servicing information both verbally and written and supporting the administration of client portfolios, reconciliations, dividends and corporate actions & trade settlements. The suitable candidate will have a strong customer focus, good communication skills and adept numerical and IT skills. This is an opportunity not to be missed for someone looking to springboard their career in the life assurance and investments sector.  

As a Portfolio Manager, you will control the management of allocated discretionary and advisory managed portfolios, in order to maximise the value of funds within the terms of investment policy and client requirements, develop long term relationships with clients, support offshore and wider group marketing initiatives and ensure identification and mitigation of risks, in-line with applicable legislation and standards and industry best practice. This role would suit someone with a minimum of 5 years relevant investment industry experience in a similar role who holds a Level 4 certificate in Investment Management, working towards a level 6. This is an opportunity not to be missed for an individual who is seeking work within the fiduciary and banking industries.

A newly formed and exciting trainee opportunity has arisen on a permanent basis for a School leaver / A level / Graduate to commence their career within the financial services sector, where full training and support will be provided, along with the opportunity to study towards a professional qualification. As a Trainee Analyst you will assist the Fiduciary Investment Review team with oversight of performance and risk in relation to client investment portfolios across all Group Trust locations. Excellent IT user skills, particularly in Microsoft Excel along with the ability to work accurately, with good attention to detail and a broad interest in the investment market and portfolio management is essential for this role.

Do you have at least 10 years’ experience in public capital markets and 8+ years’ experience in financial modelling and application of valuation methods of investment opportunities? This new role will include reporting to the Head of Investment Management & Research (HIM&R) focusing on public equity investments. The role largely involves company analysis, financial modelling, equity valuation, trading execution and settlement. Further duties consist of researching, investigating and analysing investment opportunities, evaluation of business assets, earnings reports, and industry-related variables to make recommendations to the Head of Investment Management & to the Investment Committees of our Clients’ Funds. Furthermore, the role’s purpose includes the active support of the HIM&R with respect to equity research, portfolio management and trading.

Do you have 5 years’ experience managing a complex organisation’s strategic, operational, and risk & compliance functions? Are you looking for a new opportunity? If so, this permanent vacancy may interest you! As an Investment Operations Specialist you will assist the COO in ensuring that the business has the structure, systems and processes it needs to be successful in delivering on its ambitious growth plans, as well as supporting the COO in maintaining the Company’s central services including compliance, risk, corporate governance, procurement, information technology, property, and service provider management. If you have experience working in a financial services or fund management company and have good funds and investment knowledge then get in touch!

Recognised amongst the elite of IFA service providers on the Isle of Man, our client is seeking an Independent Financial Adviser who is Level 4 qualified with a comprehensive experience in the offshore financial services (FSA F&P: R21A & R21B), to join their team, on a permanent full-time basis. You will plan and carry out sales activities within the agreed product range, in accordance with corporate business plans and individual sales targets. Responsibilities will include planning and prioritising sales activities and client / prospective client contact towards achieving agreed business aims, maintaining and developing existing and new clients, as well as  writing high quality, detailed and compliant client advice reports.

A new and exciting opportunity has arisen for an Implementation Administrator to support a team of Investment Managers with the day to day running of client portfolios within our client’s Asset Management department. The ideal candidate will have 1+ years’ experience in financial services, hold or be working towards a professional investment qualification, have strong organisational, time management and delegation skills and good IT skills. You must be able to interpret discussions into practical application, specifically the implementation of investment strategy, and add value by process efficiency suggestions and improvements.

Working as part of the Operations team in this new and exciting opportunity, you will provide administrative support and oversight in relation to the Investment Platform, ensuring efficient & accurate administration in accordance with Company policies, procedures and relevant Laws and Regulations. Duties include reviewing a sample of the transactions approved in South Africa, conducting periodic reviews of all high risk business, maintaining and updating registers, spreadsheets, databases and systems relating to new business and contract administration and assisting with the completion of tax reporting obligations. If you have the desire to learn and grow, administration experience, excellent written and verbal communication skills, great attention to detail and a basic knowledge of bookkeeping and accounting, get in touch!

A brilliant opportunity has arisen for a Deal Execution Manager, to join our client’s team, on a permanent basis, to work on treasury management requirements with an initial focus on the firms’ structures domiciled in Jersey, operating closely with Head of Deal Execution, wider Deal Execution team members across Jersey and Luxembourg as well as external stakeholders. Duties will include but not be limited to coordinating operational matters, preparing and reviewing funds flows for all transaction types, coordinating restructuring projects and coordinating legal, tax and other professional advice relating to deal execution. The individual must have a professional qualification (ACCA/ACA/Legal/ICSA or similar) and at least 5 years’ industry experience in a relevant industry, Private Equity being advantageous.

Are you looking to join a growing team with rewarding career opportunities? If so, our client is seeking a driven individual who has an interest in cash management, with good attention to detail and an excellent team player, to join their team, on a permanent basis. You will be responsible for both the specific administration required to support the facilitation of Foreign Exchange transactions across the ES business including any internal controls and monitoring and more general support for all cash transactions processed including record keeping and the running of control reports. The successful candidate will have strong bookkeeping skills, possess high level of accuracy and attention to detail, along with the ability to see tasks through to the end and have an awareness of operational risk.

Our client are offering a unique opportunity to an ambitious and technically strong lawyer to join their market leading global Investment Funds and Corporate business, to play a key role in helping to build out its Channel Islands' IFC practice so as to become the leading practice in the region. As a Senior Counsel you will work alongside leading practitioners in that office in expanding out the Jersey IFC business in line with the general expansion across all of the firm's practice groups in the Channel Islands. If you have at least 8 years' investment funds and / or corporate PQE, are ambitious and commercially driven, then get in touch!

Itchyfeet are working on an exciting opportunity for an individual to join our client’s team as a Trainee Actuary / Analyst. Within this role you will assist in the preparation of data and calculations for actuarial valuations and financial reporting of pension schemes for clients, calculate benefits for individual members of pension schemes and prepare draft letters to communicate the results and prepare and check valuation reports. This role would best suit candidates will a minimum A grade at A Level for Maths or candidates who have undertaken a science based degree. Full training will be provided.

Calling all Investment candidates! Our client is seeking individuals to join their growing team, on a permanent basis! This is a fantastic opportunity for Private Bankers, Investment professionals or Relationship Managers looking for a new challenge. This is an opportunity not to be missed!

Recognised amongst the elite of IFA service providers on the Isle of Man, our client is seeking a Para-Planner who is RDR Level 4 Qualified with a strong track record of servicing or assisting in the servicing/delivery to corporate and individual clients, ideally involving client investments, mortgages, personal/corporate insurances and pensions. A modern and attractive professional setting is offered along with a flexible work pattern – our client is also cited for their exceptional investment in their people, offering a generous benefits package alongside a highly competitive salary.

This is an amazing entry-level temporary 14 month opportunity for a candidate to join one a leading investment management firm, where you will offer trade support, broker set-up, security set-up, trade capture, communication, matching settlements and claims. You will also process corporate actions and deliver proxy voting administration and work across cross functional teams to develop innovative solutions to problems faced by the business. The successful candidate will have a Bachelor’s degree in finance, accounting, economics, business administration and/or related college degree with a strong interest in pursuing a career in investments. You will be self-motivated, organised and methodical and be a collaborative team player. Get in touch if working in a small, supportive team with fully provided training appeals to you!

A brilliant temporary full-time position is now open to applicants, to work as a Securities Operations Specialist. The department function delivers end-to-end domestic and international asset servicing capabilities, including Settlements, Corporate Actions and Income, Transitions, and Controls. Your team will support the front and middle offices, in delivering high quality services to clients across multiple locations. In addition you’ll execute change programs, constant improvement initiatives and create new operational capabilities to drive efficiency, improving client service levels, and reducing company operational risk. If you have at least 5 years’ relevant industry experience and hold a CISI Certificate or equivalent, get in touch!