2025 Strategic Opportunity An advance notice for a distinguished position opening in Q1 2025, following a significant fund launch. This represents a unique opportunity for an accomplished Hedge Fund COO seeking a premium part-time engagement in London's Mayfair district.About the Future Fund Currently in development and scheduled for 2025 launch, this sophisticated investment management venture will deploy a specialized long/short equity strategy. The founding team brings significant industry pedigree, with the fund structured to capitalize on asymmetric risk-reward opportunities in global markets.Position Essence The incoming COO will be instrumental in establishing operational infrastructure from day one of the fund's launch. This strategic part-time role (2-3 days weekly) offers an exceptional opportunity to shape a new venture while maintaining optimal work-life balance.Primary MandatesSpearhead operational architecture for the 2025 fund launchDesign and implement institutional-grade operational frameworksOrchestrate investor due diligence processesEstablish and oversee risk management protocolsCurate relationships with prime service providersCreate scalable operational processes for future growthEssential CredentialsVerifiable success as a Hedge Fund COODemonstrable experience in successful fund launchesComprehensive grasp of institutional due diligence requirementsExpert knowledge of current regulatory landscapeProven ability to build operations from ground upStrategic mindset with practical execution capabilitiesUnique AdvantagesPremium compensation structureFlexible engagement (2-3 days per week)Prestigious Mayfair addressOpportunity to shape a new fund from inceptionLong-term growth potentialLocation & Requirements Mayfair, London Must possess valid UK work authorisation....Read more...
Sales Trading (Fixed Income) & Fund Capital Raising Role – LondonWe represent an innovative firm specialising in illiquid markets, serving institutional, professional, and high net worth investors. This firm offers ingenious solutions to effectively price and trade illiquid assets, including distressed debt and credit securities.Here's what you'll be doing:Executing sales trades in the fixed income market, focusing on illiquid assets such as distressed debt and credit securities.Cultivating and maintaining strong relationships with institutional clients, professional investors, and high net worth individuals to facilitate sales trading activities.Identifying opportunities for fund capital raising and pitching investment strategies to prospective clients.Collaborating with internal teams to provide advisory services on trading, settlement, and corporate restructuring within illiquid and distressed markets.Providing market insights and analysis to clients, guiding them on investment decisions and portfolio management strategies.Staying abreast of market trends, regulatory changes, and industry developments to enhance client service and drive business growth.Skills you'll need:Proven experience in sales trading within the fixed income market, with a focus on illiquid assets, preferably 3-5 years in finance.Strong network of institutional clients, professional investors, and high net worth individuals within the financial services industry.Excellent communication and negotiation skills, with the ability to articulate complex investment concepts and strategies effectively.Strategic mindset and business acumen, with the ability to identify and capitalize on market opportunities to drive revenue growth.Knowledge of regulatory frameworks and compliance requirements related to sales trading and fund capital raising activities.Relevant industry certifications (e.g., CFA, Series 7, Series 63) preferred.Here are the benefits of this job:Competitive salary from £100k+, commensurate with experience and performance.Opportunity to work in a dynamic and collaborative environment with a best-in-class team of professionals.Access to cutting-edge technology and resources to support your sales trading and fund capital raising activities.Potential for career advancement and professional development within a leading independent financial services boutique.Comprehensive benefits package, including healthcare, pension scheme, and performance-related bonuses.Work Permissions: You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.....Read more...
There is something uniquely compelling about joining an investment team where your ideas can directly influence performance from day one, and this Junior Portfolio Manager role offers exactly that. This opportunity is with a specialist London based investment firm focused on a global long/short equity strategy for professional investors. The team is known for delivering strong net returns since 2015, particularly during periods of market stress, and has built a reputation for disciplined research, innovative tools, and a best in class “quantamental” approach that blends proprietary technology with deep fundamental insight. In this Junior Portfolio Manager position, you will play a central role across the full investment lifecycle, from generating tradeable ideas to supporting portfolio construction and applying risk management techniques. This is a collaborative, entrepreneurial environment where your work will be visible and meaningful as the team expands its product range and prepares for the launch of a Cayman fund. Salary: £50,000 to £100,000 depending on experience Here's what you'll be doing:Working as a Junior Portfolio Manager on a diversified global long/short equity portfolio across multiple regions.Contributing to bottom up stock research, screening, and tradeable idea generation.Supporting portfolio construction through position sizing, entry and exit planning, and maintaining balance across 20 to 40 liquid positions.Executing trades efficiently across global markets while ensuring best practice and operational accuracy.Applying structured risk management using exposure limits, stop losses, and asymmetric risk reward principles.Using proprietary analytical systems for screening, monitoring and ongoing assessment of positions and portfolio level risk.Collaborating with senior investors to refine investment theses and respond quickly to new information or macroeconomic developments.Supporting the launch and ongoing management of the new Cayman fund, contributing to both investment and operational processes.Here are the skills you'll need:2 to 3 years of experience as a long/short equity portfolio manager, or 2 to 10 years as an equity analyst or trader with measurable results.Experience as a proprietary trader or running a personal account strategy with verifiable performance will also be considered.Strong analytical ability and a detailed understanding of global equity markets, sector dynamics and macro themes.Ability to build portfolios that balance attractive returns with disciplined drawdown control.Comfortable executing trades and open to obtaining additional regulatory qualifications if required.Ideally experienced in short selling and managing both long and short books.A flexible investment mindset that draws on multiple styles, including value, momentum, fundamental and technical frameworks.Confident decision making combined with rigorous risk discipline and the ability to adapt quickly when market conditions change.A motivated, curious and hands on approach, with a commitment to becoming best in class in at least one area of investment expertise.Work permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Here are the benefits of this job:Be part of a high performing investment team with a strong long term track record.Work in a collaborative environment where your contributions as a Junior Portfolio Manager directly influence portfolio performance.Competitive compensation structure with performance related incentives.Direct exposure to experienced investors, leading allocators and the opportunity to build a visible personal track record.Take part in the development and future scaling of a Cayman fund and further product launches.Building a career as a Junior Portfolio Manager in long/short equities provides a rare combination of analytical challenge, market impact and long term progression. It offers the chance to develop a robust investment process, refine risk management capability and ultimately build a track record that can open doors across hedge funds, asset managers and family offices.....Read more...
To undertake estate management tasks including maintaining flower beds, cutting grass, planting shrubs, hedge cutting, sweeping leaves, removing litter, maintaining paths and other park infrastructure
To undertake regular safety inspections of the parks and address resulting health and safety matters which arise
To encourage community involvement and liaise with volunteers to help co-ordinate their work in the park
To comply with all health and safety procedures, particularly in regard to machinery and equipment
Carry out play area weekly inspections, reporting findings and making safe any issues
Training:This role will require a willingness to complete the Level 4 Countryside Ranger apprenticeship programme which may require travel and 1-week residential learning at University Centre Somerset Group as well as online training workshops.
To qualify for apprenticeship funding, you need to have been a UK resident for the last 3 years and not solely for educational purposes. You must not already hold a related higher-level qualification. Training Outcome:
Potential to progress to a ranger position
Employer Description:At Bracknell Forest, we pride ourselves on being a council which is stable and well-managed where our employees can thrive in a supportive environment. We understand the importance of a healthy work-life balance and offer a variety of flexible working practices, including options for remote working and arrangements that allow you to work from home, dependent on the needs of the service.
Bracknell Forest Council Parks & Countryside service is responsible for more than 300 hectares of countryside sites, ranging from large wildflower meadows and woodlands to play areas and sports pitches.
This post sits in the North team based at Westmorland Park, but you will be required to start at other locations when required.
We endeavour to manage our sites for the benefit of people and wildlife, this being a key objective for the Council.
Two of our historic parks have been restored with grants from the Heritage Lottery Fund and Big Lottery Fund. Involvement of local communities is also central to this success.
Working Hours :Monday to Friday with the ability and willingness to work evenings and weekends as and when required.Skills: Communication skills,IT skills,Attention to detail,Customer care skills,Team working,Initiative,Physical fitness....Read more...
With RNN Group support, this apprenticeship will give you expert training alongside the South Yorkshire Pension Authority to develop you into a professional Business Support Administrator.
This role will specifically develop your administration skills alongside increasing your knowledge of the pension sector and providing a refreshing and varied career.
This Apprenticeship will support you to be able to carry out the below duties & tasks:
Analysis, Reporting & Documentation
Organise information to agreed procedures by filing, data entry, checking/matching data etc to ensure accurate records are maintained.
Prepare and dispatch a range of routine documents to meet the daily priorities in their area of responsibility.
Service Delivery
Carry out administrative and/or support activities to contribute to the smooth running of the team.
Receive and respond to everyday enquiries from customers to provide a timely, courteous and efficient service to others.
Planning & Organising
Organise routine meetings, make arrangements and booking under clearly defined instructions and maintain diaries.
Help prepare straightforward materials to assist in the effective organisation of internal/external activities.
Assess the range and volume of work to be undertaken for the days ahead and plan to ensure it is completed to time and to an appropriate standard.
Finance /Resource Management
Follow set ordering procedures to ensure adequate, low value supplies and resources are available to meet office/work unit requirements.
Work with others
Receive visitors and provide routine information in a courteous manner, to promote a positive image of the team.
Organisational
Values – To uphold the values and behaviours of the organisation in self and others.
Equality & Diversity – To work inclusively, with a diverse range of stakeholders, and promote equality of opportunity.
Health, Safety & Wellbeing – To maintain high standards of Health, Safety and Wellbeing at work and take reasonable care for the health and safety of self and others. To have regard to and comply with the safeguarding policy and procedures as appropriate.
Training:
Business Administrator Level 3 Apprenticeship Standard.
Functional Skills Maths Level 2 (if required).
Functional Skills English Level 2 (if required).
Monthly online sessions and termly face-to-face taught sessions.
Training Outcome:Full-time employment and progression to higher education.Employer Description:South Yorkshire Pensions Authority is a unique organisation within the Local Government Pension Scheme as the only democratically accountable single purpose pension organisation in the UK. We are both a local authority and a pension fund.
You can view lists of the Councillors who have chaired the Authority and the individuals who have held statutory roles running the Authority through its history
SYPA and its pension fund have a history which has seen them at the forefront of many developments and debates within the Local Government Pension Scheme and the wider pensions industry.
This role will see you become apart of this history, enabling you to provide a service that supports thousands of local residents and employers/employees.Working Hours :Monday - Friday, hours to be confirmed.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Presentation skills,Administrative skills,Number skills,Logical,Team working,Initiative,Non judgemental,Ability to prioritise workload,Friendly and approachable,Interest in administration....Read more...
Are you a skilled Financial Planning Associate on the lookout for your next career move? Join a dynamic financial planning firm where exceptional service meets genuine career development in a supportive, values-driven environment.What Makes This Role SpecialThis isn't just another financial planning position. You'll be joining a forward-thinking financial planning business that's reimagined what modern wealth management looks like. Our unique approach to "Life Landscaping" goes beyond traditional financial advice, focusing on enriching lives through meaningful client relationships and comprehensive planning strategies.Your Responsibilities Will Include:Working alongside experienced Financial Planners to deliver outstanding client outcomes through detailed research, analysis, and report preparation. You'll identify planning opportunities, prepare comprehensive suitability reports, conduct thorough fund research using FE Analytics, and maintain robust due diligence processes. Documentation compliance and team development are also key aspects of this varied role.What We're Looking For:We need someone with at least two years of financial planning support experience within an IFA environment, ideally holding DipPFS or equivalent Level 4 qualifications.You should have broad product knowledge, excellent communication abilities, and strong collaborative skills.Experience with IFA systems and a commitment to service excellence are essential, alongside personal qualities of adaptability, enthusiasm, and integrity.Why Choose This Opportunity?Beyond the competitive salary, you'll enjoy 31 days annual leave (including bank holidays), comprehensive benefits including income protection, life assurance, Employee Assistance Programme, wellness support, and financial wellbeing resources. Most importantly, you'll work within a culture that genuinely values your contribution and supports your professional growth.Salary: Up to £35,000Location: Newcastle-under-LymeHours: Full-time (35 hours weekly)Ready to Apply?Please ensure your CV clearly demonstrates your relevant experience and achievements. Only candidates meeting our criteria will be contacted for interview.....Read more...
Candidates will be responsible for servicing existing business, platform based work, illustrations & regular contact directly with clients & wrap/platform providers. Candidates will also be supporting the paraplanning team, analysing information and conducting basic plan and fund research to produce articulate and appropriate suitability reports. This must be done in such a way as to ensure that the firm’s client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management and operational effectiveness.
Key responsibilities and accountabilities:
Responsible for providing support to the paraplanners within the team
Receiving and acting on instructions from advisers and paraplanners following client meetings.
Maintaining accurate records using our internal back office system.
Creating and producing suitability letters and reports in line with the paraplanning training program.
Analysing data and using research tools to provide solutions to meet client needs and objectives.
Providing records to support research undertaken.
Obtaining illustrations and product information from providers
Liaising with clients and product providers on outstanding documents and queries.
Ensuring all client files are compliant on an ongoing basis.
Training:An apprenticeship includes regular training with a college or other training organisation. Off-the-job training will follow the time allocations outlined in the Occupational Standard.
College or training organisationSKILLS EDGE TRAINING LTD.
Your training courseParaplanner and financial planner.
Equal to Level 4 (Higher national certificate).
Your training planYou will access your training online from the employers site address.Training Outcome:Progression to paraplanner, senior paraplanner or desk based adviser.Employer Description:Apogee Wealth Management Limited was established in 2009, with the aim to provide a unique and modern approach to financial planning for high net worth individuals and the employee benefit market. Apogee currently manages over £420m of assets for clients and was awarded Chartered status from the Chartered Insurance Institute in 2013, showing their commitment to high levels of standards and professionalismWorking Hours :Monday to Friday 7.5 hours per day between 8am and 6pm with flexible working.
Core hours are 10am to 4pm
37.5 hours per week.
30 mins to 2 hours for lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Analytical skills,Logical,Team working....Read more...
As an apprentice, you will learn:
To assist in the preparation and implementation of planned maintenance routines, report on effectiveness of those routines and make recommendations to improve practices
To report on any plant/equipment/installations deterioration and recommend required action
To be proactive in support of sustainability and energy saving initiatives
Accurately complete Planned Preventative Maintenance (PPMs) to agreed and specified timescales and write reports as required. To carry out PPMs when requested, inside or outside of opening times. To progress PPMs and ensure the completed reports are returned in an efficient manner
Carry out reactive mechanical / electrical works and day to day engineering duties as specified by your manager/supervisor ensuring plant & equipment are maintained at appropriate times to suit the business
To work with Glyndebourne's Maintenance/Asset management System. This is a software based system used for the recording and submission of planned and reactive maintenance
To provide Building Services cover in the event of an emergency, and to respond to emergency situations in accordance with Glyndebourne's emergency procedures
Training Outcome:
To become a fully trained and qualified Building Services Engineer at Glyndebourne
Employer Description:The Glyndebourne Festival (running from May to August), features a programme of six operas in its 1,200-seat opera house, attracting audiences from around the world. The Autumn Season (October to December) extends Glyndebourne’s reach, offering audiences the opportunity to experience fresh perspectives and new works in a dynamic and exploratory setting. Together, the Festival and Autumn Season welcome over 125,000 attendees annually, with many more engaging through online streaming and other digital platforms.
Remaining financially independent since its inception, Glyndebourne is a registered charity that relies on box office income, memberships, and donations to fund its operations. Committed to artistic excellence, audience development, and accessibility, Glyndebourne continues to expand the reach and appreciation of opera for all. Working Hours :Monday - Friday, 09:00 - 17:00 (one hour lunch break)Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
The Company
Our client is a globally established investment management firm with a multi-decade heritage, offering investment solutions and retirement expertise to millions of customers worldwide. Operating across dozens of locations internationally, they take a long-term, generational approach to investing and are trusted by everyone from sovereign wealth funds and institutions to private individuals.
The Opportunity
An exciting 15 months fixed term contract opportunity has arisen for a Marketing Communications Manager to join a high performing Australian marketing team, covering a period of leave. This role sits at the heart of the business's content, campaign and product marketing efforts, offering broad exposure across the marketing function while working closely with stakeholders throughout the organisation.
Key Accountabilities
Develop and manage a range of product marketing content, including fund materials, presentations and sales enablement tools aligned with positioning and competitive strategy
Oversee the production and publication of regular fund commentaries and fact sheets across retail, wholesale and institutional audiences
Champion a digital first approach to content and campaign marketing, delivering timely, insight driven communications to advisers, investors and institutions
Lead the use of marketing automation platforms to execute client centric communication programs, incorporating tracking, analysis and feedback from sales
Partner with external content providers and regional teams to bring thought leadership to market and ensure consistency of content
Ensure website content remains current and compliant, conducting regular audits and using analytics to inform ongoing improvements
Support the coordination of adviser and investor events, contributing to content development and delivery
Ideal Experience
Background in marketing communications within financial services, with a solid understanding of the funds management industry and its regulatory environment
Strong writing skills with a genuine interest in content development and storytelling
Proven experience managing email marketing and digital campaigns, ideally using marketing automation platforms
Confident working with senior stakeholders across a matrixed, team based environment
Excellent organisational skills with the ability to manage multiple deadlines and projects simultaneously
Why Apply
Join a genuinely global organisation with a strong reputation and long term investment philosophy
Gain broad exposure across product, campaign and digital marketing disciplines in a collaborative team environment
Benefit from flexible working arrangements and a genuine commitment to your development and wellbeing
To have a confidential chat, please contact Ryan at rclarke@parityconsulting.com.au
Whether you are a sports fanatic, shark diver or part-time antique collector, we celebrate your uniqueness. Parity Consulting works with clients who embrace diverse and inclusive environments and empower their teams to bring their authentic whole self to work. We encourage people with different beliefs, abilities, backgrounds and life experiences to contact us. At Parity, we believe in people, not just data. Every application is reviewed by a real person, ensuring your experience and individuality are genuinely valued throughout the recruitment process.....Read more...
This is a fantastic opportunity for someone with exceptional proficiency in Python, SQL, HTML looking to work remotely with a leading Hedge fund. A distinguished player in the quantitative trading industry, renowned for delivering best-in-class solutions to financial institutions, hedge funds, and technology organizations. With over 15 years of expertise, they are at the forefront of quantitative trading technology and business development, navigating the complexities of the electronic trading landscape to achieve strategic objectives.Overview of the roleWe are seeking a highly skilled Quantitative Developer to join our dynamic team. This full-time position involves working closely with our lead developer and the Founder/Portfolio Manager. The role is primarily remote, with required training and occasional travel to London.Key responsibilitiesDatabase Management: Maintain, organise, and expand the SQL Server database. Ensure data integrity and optimise database performance for efficient data retrieval and processing.Back testing and Strategy Development: Develop and implement back testing and stock screening strategies using Python. Collaborate with the investment team to refi ne and test new strategies.Process Automation: Design and execute process automation to streamline operations and improve efficiency. Implement automated workflows and scripts to reduce manual intervention.Risk Management: Assist in developing and monitoring the risk management system. Analyse risk metrics and provide insights to mitigate potential risks.User Interface Development: Create intuitive and user-friendly interfaces for internal tools and applications. Ensure seamless user experiences through effective design and functionality.Code Documentation: Add comprehensive comments and documentation to the codebase to facilitate collaboration and future development.System Development: Maintain and enhance our proprietary investment management system and libraries. This includes writing clean, scalable, and efficient code to support our investment strategies.Key requirementsEducational Background: Graduate with a master's degree in computer science, Information Technology, or a related field. Strong foundation in mathematics, statistics, and computer science principles.Experience: At least 2 years of professional experience, with a minimum of 1 year in a development team. Proven track record of delivering high-quality software solutions.Technical Skills: Advanced proficiency in Python programming is crucial. Experience with SQL, HTML, and VBA is a plus. Familiarity with cloud computing platforms and automation tools is beneficial.Analytical Skills: Strong analytical and problem-solving skills. Ability to work with large datasets and derive actionable insights.Communication Skills: Excellent verbal and written communication skills. Ability to convey complex technical concepts to non-technical stakeholders.Work Ethic: Strong work ethic, can-do attitude, and willingness to contribute from day one. Self-motivated and able to work independently in a remote setting.Team Collaboration: Desire to work in an entrepreneurial environment. Ability to collaborate effectively with cross-functional teams and contribute to a culture of openness, honesty, and engagement.Perks and benefits of the roleCompetitive Salary based on experienceFlexible hybrid working model.Opportunities for professional growth and development.Exposure to cutting-edge technology and innovative projects.Collaborative and inclusive company culture.....Read more...
Retail Store Support Manager
Location: Retail Head Office, Romford / Field Based Role
Starting Salary: £30,575 per annum
Hours: Full-time, 37.5 hours per week over 5 days
Ready to take the next step towards Area Management?
Are you a dynamic retail leader who thrives in a fast-paced, multi-site environment?
Do you have a passion for delivering exceptional customer experiences whilst driving commercial success for a meaningful cause?
We are looking for a Retail Support Manager to play a vital role in ensuring our retail shops continue to thrive, provide hands-on leadership support across our store network when it’s needed most.
What you’ll do:
You will work closely with the Regional Manager to deliver high-quality retail performance, maximise income, and support our ambitious growth plans.
Travel across our stores to provide operational leadership, particularly covering vacancies, sickness, and annual leave.
You will lead by example on the shop floor, inspiring teams, maintaining excellent standards, and ensuring a positive experience for every customer and donor.
Support delivery of the retail strategy and contribute to income growth targets
Support local fundraising activities, promotions, and community engagement events
Promote Gift Aid, and provide coaching to teams on income generation
Support training and development, including coaching on commercial performance
Build strong relationships with staff, volunteers, and stakeholders
Deliver outstanding customer and donor experiences across all stores
About you:
Proven senior retail management experience (minimum 2 years)
Experience managing multiple sites and teams
A strong track record of delivering commercial results
Excellent leadership, communication, and people development skills
Strong organisational and planning ability, with a results-driven mindset
Experience working across operations, finance, and customer service
The ability to work flexibly, manage competing priorities, and adapt to change
Desirable:
Experience in charity retail and working with volunteers
Full UK driving licence
Why join us?
This is more than just a retail role; it’s your chance to make a difference. Every sale you make helps fund vital care and support for local people and their families. You’ll be part of a collaborative and supportive retail team, where you’re encouraged to share ideas and grow in your career.
Plus, fantastic holiday entitlement starting with 27 days per year, plus birthday off and the store doesn't open Bank Holidays!
Amazing work/life balance plus you have the opportunity to utilise your amazing skills to make a difference!
Ready to make an impact in your local community? Apply now and be part of something truly rewarding.
By applying for this role, you are consenting for C2 Recruitment to hold and process your data in compliance with the General Data Protection Regulations. Your information will always be handled securely and professionally.
To view other great vacancies at C2 Recruitment, please visit our website.
....Read more...
An outstanding opportunity for an Experienced Paraplanner to excel within an innovative wealth management firm that redefines client-focused financial planning.Step into a role where your technical expertise meets genuine client impact, working alongside a team of passionate professionals who believe in creating meaningful financial transformations for individuals and families across the region.The CompanyThis dynamic independent financial advisory practice has established itself as a leader in comprehensive wealth management, combining cutting-edge planning methodologies with deeply personal client relationships. Their philosophy centres on holistic life planning that encompasses not just financial goals, but life aspirations and family legacies. With a commitment to continuous innovation and exceptional service standards, they've created an environment where both clients and team members flourish.Your RoleAs an Experienced Paraplanner, you'll be the technical backbone supporting complex financial planning strategies, working in partnership with experienced advisers to deliver sophisticated solutions for discerning clients. This position offers exceptional scope for intellectual growth within a practice that values expertise, creativity, and professional excellence.Key Accountabilities:Analyse complex client situations to identify strategic financial planning opportunities and solutionsCraft comprehensive suitability reports with detailed recommendations for adviser endorsementExecute sophisticated fund research and performance analysis using advanced analytical tools including FE AnalyticsCurate and maintain extensive due diligence libraries covering investment options, platforms, and provider capabilitiesDevelop detailed performance reporting and comparative analysis for strategic decision-makingUphold stringent compliance standards ensuring all documentation meets regulatory requirements and internal quality benchmarksRequired Experience and Competencies:Proven 2+ years' experience in paraplanning within a reputable independent financial advisory firmExtensive exposure to comprehensive product ranges and advanced planning techniquesDipPFS qualification or equivalent Level 4 professional certification strongly preferredExceptional written and verbal communication skills with client-facing capabilityCollaborative mindset with strong interpersonal skills for effective team integrationComprehensive familiarity with industry-standard IFA platforms, systems, and operational proceduresMeticulous attention to detail with unwavering commitment to service excellenceDemonstrated professional qualities including flexibility, motivation, dependability, and ethical conductWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Attractive Remuneration and Benefits:Competitive salary package up to £38,000 commensurate with experienceModern hybrid working model - 3 days office presence, 2 days remote flexibilityGenerous annual leave allocation of 31 days including statutory holidaysComprehensive income protection insurance coverageLife assurance benefit equivalent to 4x annual salaryEnhanced company sick pay provisionContributory pension scheme with salary sacrifice advantagesStaff referral incentive programmeConfidential Employee Assistance ProgrammeHolistic wellness and mental health support servicesPersonal financial wellbeing resources and educationThe Future of Financial Advisory ServicesThe wealth management industry stands at an exciting crossroads, with technological innovation, demographic shifts, and evolving client expectations creating unprecedented opportunities for skilled professionals. Experienced paraplanners are increasingly recognised as essential strategic partners in delivering sophisticated financial solutions, from complex pension arrangements to multi-generational wealth transfer strategies. This career path offers exceptional prospects for professional advancement, competitive rewards, and the unique satisfaction of helping clients achieve their most important life objectives through expert financial guidance and strategic planning.Discover your next career milestone with The OHUB UK - your trusted partner in connecting exceptional financial services talent with transformative opportunities.....Read more...
Unlock your potential as an Experienced Paraplanner with a forward-thinking financial planning practice that puts people at the heart of everything they do. Join a progressive financial advisory firm where innovative thinking meets traditional values, and where your expertise in financial planning will directly contribute to transforming clients' financial futures across the Midlands region.About the CompanyThis established independent financial planning business has reimagined what modern wealth management should look like. Built on strong foundational values and driven by a clear vision for the future, they specialise in comprehensive life planning that extends far beyond conventional financial advice. Their team of dedicated professionals shares a unified commitment to enriching lives through meaningful conversations, strategic planning, and expert guidance, supporting clients at every stage of their financial journey.The Role OverviewAs an Experienced Paraplanner, you'll be instrumental in delivering exceptional client outcomes whilst working alongside seasoned Financial Planners in a collaborative, growth-focused environment. This position offers the perfect blend of technical expertise and client-centric service delivery, providing substantial opportunities for professional development within a company that genuinely invests in its people's success.Your Core Responsibilities:Research and identify comprehensive financial planning opportunities tailored to individual client objectivesPrepare detailed suitability reports and strategic recommendations for Financial Planner approvalConduct thorough fund research and analysis utilising industry-leading platforms such as FE AnalyticsMaintain current due diligence research across funds, platforms, and product providersGenerate cumulative return analyses and performance reporting for team collaborationEnsure all client documentation meets regulatory compliance standards and quality benchmarksEssential Qualifications and Experience:Minimum 2 years' paraplanning experience within an established IFA environmentComprehensive knowledge of diverse financial products and planning strategiesDipPFS qualification or equivalent Level 4 professional certification preferredProven track record of delivering exceptional client communication and service standardsStrong collaborative approach with demonstrated team working capabilitiesExtensive experience with IFA systems, processes, and regulatory requirementsOutstanding attention to detail with commitment to quality service deliveryPersonal attributes including adaptability, enthusiasm, reliability, and professional integrityWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Comprehensive Benefits Package:Competitive salary up to £38,000 based on experience and qualificationsFlexible hybrid working arrangement - 3 days office-based, 2 days working from homeGenerous 31 days annual leave entitlement including bank holidaysComprehensive income protection coverageLife assurance at 4x annual salaryEnhanced company sick pay schemePension scheme with salary sacrifice optionsEmployee referral rewards programmeEmployee Assistance Programme for personal supportWellness and mental health support initiativesFinancial wellbeing resources and guidanceWhy Build Your Career in Financial Planning?The financial planning sector continues to evolve rapidly, driven by regulatory changes, technological advancement, and increasing demand for comprehensive wealth management services. For experienced paraplanners, this presents exceptional opportunities to develop specialised expertise in high-growth areas including pension planning, investment management, and holistic financial advice. With an ageing population and growing awareness of financial planning importance, skilled professionals can expect strong career prospects, competitive compensation, and the satisfaction of making a meaningful impact on clients' financial security and life goals.This exceptional Experienced Paraplanner opportunity is brought to you by The Opportunity Hub UK - connecting ambitious financial services professionals with career-defining positions.This exceptional Experienced Paraplanner opportunity is brought to you by The Opportunity Hub UK - connecting ambitious financial services professionals with career-defining positions.....Read more...
Purpose: To ensure that client appointments are managed properly and all necessary pre- and post-meeting actions are completed to the highest standard. To prepare advisers for their meetings with the client and to always represent Abacus Wealth Services positively.
Duties (not limited to):
Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information
Answering and logging all incoming client calls appropriately onto Salesforce, passing on messages and ensuring that any updates to client contact information are captured on Salesforce and Abacus systems
To prepare new and existing client meeting packs, generating wealth account reports, investor returns, Abacus valuation documents, and any other necessary information for the adviser in advance of the meetings
Create and maintain client records on Salesforce to ensure that GDPR, FCA and SJP protocols are adhered to
Generate correspondence to clients, including post review letters
Liaising with external providers and companies by way of letter, telephone, and email to chase information requests
Processing fund switches, rebalances and client withdrawals, along with any other post meeting actions
Prepare business submission documents, for onward allocation to the Paraplanning team
Liaising with the paraplanning team to ensure client presentations are obtained ahead of meetings and escalate where necessary
Managing own and shared mailboxes in a timely and professional manner
Giving clients a professional welcome from our reception desk for meetings held onsite
Prioritising and managing own workload
Obtaining and maintaining a good knowledge of products offered
Managing own learning and development, attending relevant training sessions where needed
Provide cover for other team members upon request as per the business need
To uphold the standards of the client service charter
Participation in team meetings
Training:An apprenticeship includes regular training with a college or other training organisation. A set amount of your working hours will be spent training or studying.
College or training organisation - Skills Edge Training Ltd.
Your training course - Financial Services Administrator, equal to Level 3 (A level).Training Outcome:Further training and development opportunities within the team.Employer Description:Wealth management company, a senior partner practice of St James’s Place. Providing a range of services including investment, retirement and protection planning.Working Hours :Monday to Thursday: 8.30am to 5pm, Friday: 8.30am to 4pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Accuracy,Able to prioritise....Read more...
The role involves a variety of office administration duties including:
Reception support
Coordinating office facilities
Arranging deliveries and equipment
Assisting with events and meeting room management, and supporting health and safety processes
The successful candidate will also assist the Cash Transactions team with invoice processing, client refund administration, and bank reconciliations
We are looking for someone who is organised, proactive, confident working with numbers, and able to manage multiple tasks in a fast-paced professional environment. This apprenticeship offers valuable exposure to corporate operations and the opportunity to build a long-term career within an international business.
Our distinction flows from our carefully curated team: 2,500+ professionals characterised by tenacity, ethics and exacting excellence.
Who We Seek:
Our merit-based culture suits professionals in pursuit of boundless careers and lives. Beyond their acumen, team members are collaborative and conscientious, bringing a healthy sense of drive and purpose to each interaction and to all aspects of their work.
About the Role:
The Business Administration Apprentice reports to the Facilities Operations Manager and supports the Facilities Operations team and the Cash Transactions team. Primary responsibilities include:
Facilities Management duties:
Regular H&S inspections / audits around the office
Greet external (and internal) visitors
First point of contact for reception and office phone
Incoming and outgoing post / couriers
Audit confirmation letters
Milk and fruit deliveries
Kitchen restocks
Stationery restocks
Basic equipment requests
Arrange Display Screen Equipment assessments - new joiners and requests
New starter equipment - coordinate provision of equipment
Access Control card management
Reporting / logging maintenance jobs around the office
Assistance with planning / booking office events
Assistance with organising Social and Charity events
Assistance with managing meeting room bookings
Assistance with Service Now Desk Booking system management
Arranging monthly 'breakfast and brew' / similar events
Cash Transactions duties:
Refund admin - preparing and processing the return of client money in the Libra system
Accounts payable admin - keying invoices for the global offices into our AP system
Weekly and monthly bank reconciliations
EXPERIENCE:
In addition to indisputably high ethical standards and autonomy, the ideal candidate possesses the following:
Professional, positive, confident and proactive attitude
Good time management skills
Ability to multitask
Numerate with ability to work with numbers confidently
Please note that it is the Maples Group standard policy to undertake various background screening checks on all applicants to whom a conditional job offer is made. Except for roles based in the Republic of Ireland, the background checks will include criminal records checks when a conditional job offer is made. If you have a criminal record, it does not mean that your job offer will be automatically withdrawn. The Maples Group will make all job offer decisions on a case-by-case basis and will take a number of factors into account, such as the role that you are applying for and the nature and circumstances of the past offence.
Disclaimer: All personal information collected during the application process will be used for recruitment-related purposes only. Training:The Business Administration Apprentice reports to the Facilities Operations Manager and supports the Facilities Operations team and the Cash Transactions team.Training Outcome:Potential for further progression following the completion of the apprenticeship.Employer Description:We are market leaders in the provision of legal, fiduciary, fund, entity formation and management and regulatory and compliance services, with expertise across a range of jurisdictions, sectors and disciplines. Working Hours :Full-time. Hybrid role, with office attendance 3 days per week.Skills: Communication skills,Attention to detail,Organisation skills,Administrative skills,Number skills,Team working,Professional manner,Positive attitude,Confident,Ability to multitask....Read more...
An excellent opportunity for an organised and proactive Executive Assistant with experience in asset management to build their career within a respected financial services firm in Central London. If you are looking for a varied, hands-on Executive Assistant role that offers real responsibility and genuine career development, this full-time position in the heart of Central London could be exactly what you have been looking for. Supporting a close-knit leadership team alongside the sales function, this is a role where no two days are identical and your contribution will genuinely matter. About the Business This is a boutique financial services firm with a strong reputation within the investment and advisory space, situated in the City of Westminster in Central London. The team is collaborative, focused, and values the contribution of its support staff. The Role Based full-time at the firm's Central London offices in the City of Westminster, you will provide reliable day-to-day support to the leadership team whilst also helping the sales team stay on top of client follow-ups and prospect communications. There is an opportunity for hybrid working when the Chief Executive Officer is travelling internationally, offering a degree of flexibility as the role develops. You will need to be adaptable, discreet, and confident managing a busy workload. Attention to detail is essential, though we are looking for someone practical and solutions-focused rather than a perfectionist. This role is best suited to someone with previous Executive Assistant experience within the asset management industry. Ideally, you will have exposure to hedge fund environments or similar investment management firms, though experience within private equity or venture capital environments will also be considered. A key part of the role will involve investor relations support, including client onboarding, client follow-ups, and ongoing client communication. Alongside this, supporting email and calendar management for senior stakeholders remains essential. In addition, there will be involvement in marketing and sales support activities, so confidence or interest in these areas would be highly beneficial. Here's what you'll be doing:Managing executive diaries, scheduling meetings, and coordinating logisticsSupporting investor relations activity, including client onboarding and client follow-upsAssisting the sales team with prospect communications and client engagementSupporting marketing and sales initiatives where requiredAssisting with onboarding of new team members and general human resources administrationHandling confidential information with professionalism and discretionOrganising travel arrangements and coordinating internal and external eventsProviding general administrative support across the businessAssisting with ad hoc projects as required by the leadership teamHere are the skills you'll need:Previous experience in an Executive Assistant, Personal Assistant, or administrative support roleExperience within asset managementExposure to investor relations responsibilities such as client onboarding and client follow-upsComfortable supporting both leadership and commercial sales functionsStrong written English and confident verbal communication skillsExcellent organisational ability with a talent for juggling multiple prioritiesProficient in Microsoft Office, particularly Outlook and ExcelAble to work independently and use your own initiativeAn interest in financial services and a desire to develop within the sectorWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Key perks and benefits:Salary of up to forty-five thousand pounds depending on experienceFull-time role based in Central London, City of WestminsterHybrid working available when the Chief Executive Officer is travelling internationallyExposure to senior leadership within a reputable financial services firmGenuine opportunity for career progression and skills developmentAccess to Central London networking events and industry exposureA supportive and professional working environmentWhy This Role Could Be the Right Next Step For an Executive Assistant ready to step into a more dynamic and commercially connected position, this Central London role offers exactly the right environment to grow. Financial services firms at this level expect professionalism and discretion, and in return they offer genuine development opportunities that are harder to find in larger, more rigid organisations. Whether your longer-term ambitions lie in operations, human resources, investor relations, or senior Executive Assistant work, a position like this in the heart of Central London provides a strong and credible platform to build from. The Opportunity Hub UK is delighted to be supporting the recruitment for this Executive Assistant role in Central London.....Read more...
