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Our client is seeking two New Business Administrators to provide exceptional support to financial advisers, ensuring a seamless and professional experience throughout the new business process. This full-time role involves producing accurate illustrations, offering guidance on Source of Wealth, Territory Decisions, KYC, and application processes, as well as processing new business applications efficiently and in line with regulatory requirements. Click here to read more

Our client is seeking a dedicated Senior Administrator to join the New Business Team within Private Client Services on a permanent basis. This hybrid role involves ensuring efficient onboarding and formation of structures for both new and existing clients, primarily within the private client sector. Reporting to the Manager of the New Business Team, the role encompasses close collaboration with Sales and Service teams to handle all client matters related to new business documentation, preparation, and approvals. Click here to read more

Our client is seeking an Assistant Manager, to join their New Business Team on a permanent full-time basis. You will manage a team of administrators in the preparation of relevant internal approval documentation, co-ordinate and present directly to the Business Acceptance Meeting, ensure consistency and clarity of the on-boarding files and approval documentation in order to maximise the effectiveness of relevant senior management resource. The ideal candidate will have extensive Private Client administration experience, solid understanding of risk, relationship management and contractual and statutory obligations. 

Our client is looking for a dynamic Business Control Officer to join their team and act as the first line of policy defense. In this role, you will collaborate with various teams to navigate the impacts of new laws and regulations, manage compliance risks and ensure policies and procedures are up-to-date. You'll oversee regulatory tracking, project manage compliance issues and provide crucial guidance on Client Due Diligence and Risk Assessments. This position requires a strategic thinker with excellent communication, project management skills, and the ability to work effectively across multiple jurisdictions. If you have a comprehensive understanding of regulatory regimes, AML / CFT legislation and a proactive attitude, apply now to help drive the firm’s risk management and compliance initiatives forward!