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9 Jobs in City of London






Paraplanner
Paraplanner London Upto ?37,000 We have been retained by successful firm of Independent Financial Advisers who offer impartial, whole of market advice to predominantly High Net Worth clients. They currently have an opportunity for a Paraplanner to join their team. Responsibilities will include: - First point of contact for all clients - Researching and gathering information regarding product terms - Obtaining quotes - Preparing for client meetings including Compliance - Preparing client files prior to the client visit - Attending client meetings alongside the Adviser and taking notes - Analysing and Interpreting data obtained during client meetings - Drafting suitability letters and ensuring client files are compliant. You must have experience in a similar role as well as being Diploma Qualified, or near to. Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 21 Oct 2014 15:36:04 GMT



Head of Research
Head of Research London Upto ?45,000 per annum plus a performance related bonus of up to 20% per annum We have been retained by a successful firm of Independent Financial Advisers who offer impartial, whole of market advice to predominantly High Net Worth clients. They currently have a new opportunity for a Chartered Paraplanner to join their team. This is a great opportunity for a candidate to utilise their existing skills and experience in developing a high support service for predominantly two Partner-Advisers both writing in excess of ?500,000 worth of business per annum. Working as part of small and friendly Support Team you will play a pivotal role in developing a high-calibre administrative and report writing support for two Senior Partners within the business as well as providing guidance and training to other sales support staff and advisers. Your responsibilities will include: - Researching in all 8 RIP areas and general research work to ensure the company maintains its Independent Status. - Working closely with the advisers in formulating the recommendation to their high net worth clients; - Drafting complex suitability letters and ensuring client files are compliant. - Ensuring all reports and research meet/exceed FCA standards - Assist in the running of monthly sales meetings and establishing research and investment committee meetings with product providers; then providing suitable feedback and training to their sales team. - Attend some client meetings and will also have day to day client contact via email, letter or by telephone, maintaining client records on the company?s database. To succeed in this role you will have a good understanding of all financial products, including Investments, Pensions, Trusts and IHT planning as well as the more basic product ranges. You will be a well-rounded individual, who is able to work within what essentially is a self-managed team. You must be a good team-player who enjoys variety within your role as well as being able to take ownership of your workload. Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 21 Oct 2014 15:36:04 GMT



EB Consultant
EB Consultant - Auto enrolment London ?40,000-?50,000 We are partnered with a professional services firm that offer financial planning and employee benefits advice to wealthy private clients and SME businesses, the firm now have an assignment for a highly capable Employee Benefits Consultant to join the team and assist with delivering an Auto Enrolment service to their clients. The company are part owned by a Chartered Acccountants so have a readymade client bank for you to start working with. What is on offer for you: ? A role in the firm?s thriving financial services business which is part of Lubbock Fine Chartered Accountants ? Developing and Managing a portfolio of clients. ? Exposure to varied and challenging financial planning issues which will include assisting the Firm and its clients with planning/advisory work. ? The opportunity to grow the business and be part of its success. ? Develop technical skills and to build a role around the individual?s strengths. ? Relevant experience required. Individual requirements: ? Solid academic history. ? Current SPS desirable and minimum Level 4 qualified or equivalent pension qualification ? Auto Enrolment knowledge essential ? Good working knowledge of wider financial planning matters. ? Ability to deal with conflicting demands and meet deadlines. ? Good written and verbal communication including good analytical skills. ? Responsible and flexible attitude to work. ? Self motivated and a good team player. ? Ability to work without supervision. ? Experience in working in a professional practice environment desirable though not essential. Essential experience/attributes: ? Experience of managing a client portfolio, including all aspects of financial planning. ? Experience of group pension schemes and corporate financial planning matters. ? Ability to identify planning opportunities from existing and potential clients. ? Excellent IT skills, preferably with a good working knowledge of Platforms and Back Office Software. ? Ability to support marketing initiatives for the Firm, for example; identifying marketing opportunities Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 21 Oct 2014 15:35:40 GMT



Senior Paraplanner
Senior Paraplanner - London, City Salary up to ?35,000 plus benefits A very high quality practice that provides wealth and financial planning to private and corporate clients and offer a service based around quality are looking to appoint a Paraplanner, they carry an image and reputation around professionalism and trust with the clients which is paramount. As part of an on going plan to deliver out standing client service they have a vacancy for an experienced Paraplanner to join the Client Services Team. - Take responsibility for a portfolio of clients, managing on going relationships and all enquiries - Produce clear, technically accurate, compliant and concise reports for clients - High level financial plans and detailed suitability reports based on their entire financial position - Regular investment review reports and family balance sheet summaries of assets and liabilities - Prepare all information and reports for client meetings - Work with administration team as required to obtain illustrations and process new business - Keep up to date with technical and professional development - Assist in the continual cycle of improving the advice and review process The individual they are looking to appoint must have experience of dealing with wealthy private clients, you will be a minimum of Diploma qualified but ideally Chartered Status however this isn?t essential, you will be familiar with a range of financial planning techniques including report writing, recommendations and research as this will be a large part of the role. Personal attributes are important, you will be able to converse with clients with comfort and be a team player, technically advanced you will have a real desire to learn, improve and strive for perfection. A basic salary is on offer between ?30,000 - ?35,000 plus benefits and bonus dependent upon the individual. Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Mon, 20 Oct 2014 14:37:04 GMT



Group Internal Audit
Group Internal Audit Excellent Basic and bonus London ? City My client is an Iconic insurance leader in the City of London. They are looking for a Group Internal Audit to join their progressive and ambitious team. Your major audit responsibilities include: Participate in audits Perform in- depth risk analysis and contribute to the determination of the particular audit scope May lead a particular portion of the audit program Participate in interviews with management and staff, document workflows of operations and identify key risks, controls and procedures Develop audit program/testing plan and conducting testing Document all testing and findings in accordance with GIA methodology and professional standards Negotiate management actions to mitigate identified business, operational or control risks Participate in the drafting of audit reports Interact with business management as required and demonstrate ability to develop relationships through strong evidence of audit, technical, and business expertise. As the level of experience grows, you maybe asked to act as an In Charge for a particular audit. However, in this position you will generally have no direct people management responsibility. Qualifications- Education and professional requirements Education and experience ??University degree (preferred) ??Experience in audit or other relevant experience ??CPA, CA, CIA or relevant professional certification preferred Personal skills ??Integrates and balances big-picture concerns with day-to-day activities. ??Generates innovative ideas and solutions to problems. ??Identifies opportunities to increase efficiency, simplify processes, & improve performance and provides sound reasoning to support recommendations ??Builds relationships to create a foundation for future influence ??Expresses oneself effectively in one-on-one conversations and small groups. ??Shares information and viewpoints openly and directly with others. Relates to people in an open, friendly, and accepting manner. ??Works cooperatively with people from different cultural backgrounds. ??Fluency in English Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Mon, 20 Oct 2014 14:36:24 GMT



Pension Transfer Specialist
Pension Transfer Specialist London upto ?50,000 This company are part of the world?s largest firm of independent financial advisers and are looking for experienced Pension Transfer Specialist to join their expanding team. Candidates must be experienced in the UK Financial Services Pension Transfer arena with preferably experience of overseas pension schemes. Working closely with our Parent company and based in the London office, the role will be the first of its kind in the UK market and is the ideal role for an ambitious individual to work with a global financial advisory company. This role will suit an existing Paraplaner/Senior Paraplanner looking to take their career to the next level or an existing Pension Transfer Specialist who is looking to be involved in the overseas pension transfer market. They Offer: ? Opportunity to work for a Whole of Market IFA ? City of London office location ? Competitive package including laptop & DIS ? Potential for International Travel including Far East, Middle East & Africa ? Defined career path giving full on-going training from Industry professionals ? Management Opportunities with scope to develop own team They look for: ? Experienced Pension Transfer Specialist looking for that next step in their career ? Can do attitude & Highly Motivated ? Ability to develop and evolve Pension Transfer Processes ? Ability to communicate with Successful consultants and their clients ? Confident in presenting to large groups of individuals Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 07 Oct 2014 15:15:45 GMT



Operational Risk Analyst
Operational Risk Analyst London upto ?52,000 You combine strong critical thinking skills with the imagination to look beyond the obvious. You can get to grips with operational detail without ever losing sight of strategic goals. This team is a global group of 45 full time staff, focussed on consulting to clients on all aspects of custody, securities lending, transitions and operational risk assessments. The three main operating hubs are London (19 people), Chicago (7 people) and Sydney (7 people). Due to increasing demand, they e looking to continue to build their specialist investment manager operational risk assessment team, which assesses whether investment managers have appropriate governance, investment operations and controls in place. They e looking to employ an analyst who wishes to build a career in this fast growing sector of the financial services industry. Whilst they expect you individual to have some relevant operational experience, you will be supported, coached and developed on-the-job and will have access to company career development tools. You will work as part of a team of analysts and consultants and will be based in London, along with all other members of the UK operational risk assessment team (totalling 7 people). Key duties will include the following: ? Working as part of a team to conduct operational risk assessments on investment managers? operations and control functions, including on-site due diligence; ? Liaising with investment managers to collate information, co-ordinate on-site visits and schedules; ? Drafting one-off and periodic client reports on the findings of operational risk assessments; ? Participating in meetings to present reports and related findings to colleagues, investment managers and clients; ? Assisting with requests for proposals and other client presentational materials; ? Supporting consultants in providing information regarding services to clients; ? Conducting ad-hoc projects to enhance global consulting work. ? Helping to increase the profile of division within the company and in the wider investment community and responding to general enquiries from field consultants. There will be a limited amount of travel in Europe as part of the role. Requirements include: ? Experience in an operational role either directly in operational due diligence, fund accounting or similar within the financial services industry; ? Basic knowledge of investment management principles, market conditions and relevant legislation; ? 2.1 or equivalent in any numerate or semi-numerate degree discipline; ? Proficient in Outlook, Word, Excel, etc.; ? Takes ownership for work, always ensuring standards and deadlines are met and keeping others informed and up-to-date; ? Works well under pressure, with the ability to prioritise and manage multiple tasks; ? Has excellent organisational and time management skills; ? Demonstrates excellent oral and written communication skills; ? Willing to undertake research and share knowledge and experience, learn from others, give and receive feedback and contribute in a team environment; ? Self-motivated with an eagerness to learn - keeps up-to-date with the investment industry, market conditions, etc. Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 07 Oct 2014 15:13:57 GMT



Trainee Paraplanner
Trainee Paraplanner Upto ?28,000 London A Wealth Management practice based in London, are in the market to appoint a Trainee Paraplanner to their growing team. Currently have a team of 20 independent advisers all of whom hold specialist financial planning qualifications, and are able to offer their clients a wide range of advice from IHT planning to equity release and from tax efficient investments to pension drawdown. This practice are appointed representatives of Sense Network Limited, who provide them with compliance guidance and support to ensure that all the advice they give, and the processes they use are fully up to date. Ideally, they are looking for Financial Services professionals who have between 6-12 months experience in a Paraplanning position, who would like to continue with their studies. Ideally you will have full administration experience aswell as having been involved in Research and Report writing. Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 07 Oct 2014 15:09:56 GMT



Employee Benefits Consultant - New Business
Exchange Street has been retained by this national practice to facilitate further growth within their employee benefits division. Having undergone major expansion over the past few years the firm are extremely well placed within the Retail Distribution Review framework and are now seeking to add additional consultants to their specialist team. This is very much a new business focused role and will require an individual who is capable of presenting at board level in relation to complex employee benefit and group pension cases, particularly in light of auto-enrolment. The firm provides seminars throughout the UK to senior decision makers at sizeable businesses regarding issues such as auto-enrolment and require individuals with the gravitas, knowledge and new business skills to turn leads into business. Alongside this the practice has an extensive network of professional connections as well as access to thousands of clients through their banking division. Given the seniority/quality of adviser required it is also expected that applicants will be well connected to MDs, FDs etc. they have worked successfully with in the past to develop further business. To be considered it is essential to have extensive knowledge of the employee benefits/group pensions arena and will have a demonstrable track record of success working for a firm that specialises in the corporate arena. Candidates will need to be able to show how they have self-generated business in the past as it is vital that our client secures a very proactive individual. That said the firm do have an established proposition, excellent links to the professional connection marketplace and a marketing team, so full support is on offer to the right person. Diploma status is a minimum requirement but applicants who have progressed beyond this will be at an advantage. On offer is an excellent package including a bonus scheme that genuinely provides the opportunity to earn six-figures, particularly given the high average production within the division. For further information regarding this vacancy or a confidential discussion about the other high profile roles in the region, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail us at recruit@exchange-street.co.uk. More opportunities can also be found by visiting our website www.exchange-street.co.uk.

Mon, 06 Oct 2014 10:44:42 GMT