Risk & Compliance Manager – Risk Advice / Financial Planning recruitment
Risk Compliance Manager – Risk Advice / Financial Planning This is a newly created role. My client is a highly successful advice and distribution provider with a strong commitment to its risk and compliance culture. In addition to making a direct contribution to the quality of the Compliance Plan and Risk Control frameworks, you will also work closely with the business and be invited to contribute to major regulatory change projects. If you are inclined towards business transformation and change management, you will be exposed to the FOFA and Scalable Advice projects. Responsibilities will Read more […]
Senior Accountant – Financial Planning recruitment
Position Summary The Senior Accountant has two primary functions:• Participates in quarterly and annual financial reporting activities associated with the Bank’s filings with the Securities and Exchange Commission, including the on-going maintenance of the Bank’s XBRL tagging. The incumbent is the subject-matter expert on XBRL tagging and is responsible for ensuring that our XBRL tagging is consistent with the XBRL guide that has been agreed to by the FHLBank System Controllers’ committee.• Participates in department-wide and Bank-wide projects, including accounting systems implementation Read more […]
Administration Officer – Financial Planning recruitment
$55k pro rata, negPossibility to extend or permanency after 6monthsEstablished TeamAn outstanding opportunity has arisen to join this boutique Financial Planning business to support the long term team. Leaders in their space, they service a number of HNW clients with a variety of needs. In fact variety abounds in this role. Initially a 6 month contract role, you will be assisting on a day-today basis with a range of tasks including a mix of the following: Preparation of meeting including diary management, booking of venues, confirming attendance etc. Distribute inbound letters and updates Read more […]
Investment Manager / Client Advisor / Financial Planning recruitment
Investment Manager / Client Advisor / Financial PlanningThe Company:A well established and characteristic, privately owned Financial Management Company managing and advising on funds.The Role:The successful candidate will be responsible for the advisory management of £300 million that the company manages on behalf of clients in collective investments.Client facing, advising clients ethically on their investments and financial needs, with a good knowledge of fund research, fixed interest, tax and pensions.Discussing strategy with clients, monitor and report on new investments and new / alternative Read more […]