People Manager Purpose of role This is an incredible opportunity to join our small and high-performing people team, supporting the People & Culture Director, the People & Recruitment Officer and the wider business in the delivery of people related projects acr…

People Manager Purpose of role This is an incredible opportunity to join our small and high-performing people team, supporting the People & Culture Director, the People & Recruitment Officer and the wider business in the delivery of people related projects acr…

OVERALL SUMMARY Ensure that all tasks are completed in a timely manner, and that exceptions, issues and related items are identified and resolved timely. RESPONSIBILITIES - Perform the administration of CASS related activities. - Production of internal and ext…

To support and assist in the day-to-day operation of the desk. To interact with clients to provide trade execution and support across multiple asset classes. To build upon existing client relationships, develop new ones and assist in the growth of the business…

RESPONSIBILITIES Main duties will include: Creation of new security records in systems and any necessary updates to existing securities Monitoring and update of security prices Managing stale prices and FVP processes As a supervisor and member of the team, you…

This Independent Wealth and Investment Manager require a Personal Tax Senior to deal with the UK personal tax affairs of individuals, estates and trusts, and assist with the Firm’s annual reporting (CTC’s and CGT reports). Key Accountabilities Responsible …

Summary of Position To provide comprehensive support to ensure the efficient operation of the business and excellent service to clients of the firm. Responsibilities and Duties Production of reports, valuations and graphs using prescribed software/programmes, …

Team member of the Client Onboarding & Data Maintenance team, part of the Client Operations functions and responsible for client onboarding and client data maintenance. This covers both custody and non-custody The overall client onboarding team is driven by fr…

Job Purpose : To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients mu…

The Client Delivery Associate provides full support to one or more Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. Key Responsibilities : Proactivel…