My client is currently looking for an experienced IFA Administrator to join their team in Liverpool City Centre for an initial 4 month contract.

RESPONSIBILITIES AND ACCOUNTABILITIES

Full Administration support to the Advisors
Process all Business as directed by the Manager Client Services in a structured way
Assess clients file documentation in accordance with compliance requirements
Identify any remedial action that may be required and ensure that the documentation is returned to the Adv

Our client is currently looking for an experienced IFA to join their team in Liverpool.

The pain purpose of this role is to advice their clients on all aspects of financial planning and wealth management. The successful candidate will adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. You will also develop and deliver the ag

The company:
A prominent financial advisory and asset management company, concentrating on excellence, intellectual rigor, integrity and creativity.
The role:
The purpose of this role is to establish, maintain and develop relationships with designated intermediaries/IFA's, most prominently through contact over the telephone. It is also necessary to provide the company with new sales ideas and to develop these within the team.
Duties:
Work closely with relevant intermediaries to understand thei

Leading Financial services company is looking for an experienced Business Intelligence Development Manager to join the IT management team in central London. Responsibilities include:

Managing a team of Developers, delivery consultants and data warehouse specialists.

3rd party and contract management.

Development Standards for all BI Delivery.

Working to divisional governance and ...

KPMG are currently seeking a Senior Manager to join the Integration and Separation Advisory team, focused on the Financial Services industry to join their Hong Kong office. As part of KPMG's Transaction and Restructuring (T&R) group, the Integration and Separation Advisory Practice provides clients with merger, acquisition and divestiture support, focused on pre-close integration and ...

Our client is a boutique proprietary trading and asset management house with operations across 3 continents. Rapid growth has seen the formation of a European management team and the recent appointment of a regional CEO has initiated a search for a CFO to help support and drive the strategic growth of the business and to oversee all accounting and reporting, tax planning, compliance, trade ...

Our client is a large financial services organisation based in the South West. This role is required to lead and manage the Credit Risk Appetite and Policy team in establishing a framework to control Mortgage Credit Risk appetite which is aligned to the wider Group framework and best practice.

You will ensure that the acquisition strategy reflects risk appetite and that controls remain ...

The CompanyRobert Half Management Resources is currently assisting a Financial Services client in the West Midlands in recruiting to the key role of Interim Financial Controller. The RoleA Financial Controller is required for a minimum period of 3 months, whilst my client recruits in a permanent capacity. Supervising a team of 7 accountants you will prepare financial ...

A unique opportunity to build relationships with the world's most renowned experts, Head of States, PE Houses and FTSE 100 CEOs. A fast-growing technology and services company set up over 12 years ago, managing the world's premier marketplace for independent expertise. Their Financial & Business Services (FBS) EMEA Practice is one of their most dynamic and exciting growth platforms, covering ...

Contract Implementation Manager / Delivery Manager – City – London – Banking - £600 per day 3 months+

Key skills: Production and Development Release experience as a Technical Lead or Project Manager), Strong end to end software lifecycle experience, development methodologies, Prince2 and/or ITIL. Candidates must have significant experience of Investment Banking / Capital Markets sector. ...