11 Jobs found

Data Analyst - London - Artemis Recruitment Consultants Financial Services Type of Position: Data Analyst - London Data Analyst - London We are working with a well-established SJP firm in the heart of London looking to take on a Data Analyst. We are looking for a candidate with a strong technical background, with financial and data management skills, someone with a good understanding of data structure and business processes. You will help provide expertise using the CRM system to help guide management decision making. The ability to mine data for business development and growth opportunities and deliver campaigns to generate revenue and improve the client experience A good understanding of data structure and business processes including the use of Financial Management systems ...

Type of Position: Private Client Administrator (Part-time) - London Pay: £30k (Pro-rata) Private Client Administrator (Part-time) - London Our client is looking for a Private Client Administrator to join their team, with the option to work on a hybrid basis from their London. We are looking for a candidate to work part-time hours, across Monday-Friday (ideally 20-25 hrs each week). Key Responsibilities: PA and general admin duties Organise and diarise meetings on behalf of the Private Client Director Work with the Private Client Director to prioritise tasks Fields calls and email queries as appropriate and act on all non-technical queries Provide agendas and information requests prior to client meetings, if required Assist with the production of management information, as require...

This website uses cookies to ensure you get the best experience on our website. Learn more Got it! , , Adviser Development Manager - London - Artemis Recruitment Consultants Financial Services London 28/06/2023 Type of Position: Adviser Development Manager - London Pay: Up to £65k + bonus Adviser Development Manager - London Our London based client is looking for an experienced Development Manager to manage a team of Financial Advisers. You will be tending to the Advisers operational daily needs and managing their personal development. This role also offers a long-term platform for development for the successful candidate, giving support to help progress your career in a structured and rewarding manner. As a manager, you will assume full responsibility to work with and...

Type of Position: Head of Paraplanning - London Pay: £50k - £65k Head of Paraplanning - London Our client is currently looking for an exceptional Head of Paraplanning to take their Paraplanning function to the next level, joining their team based in London, managing wealth for private clients, families and institutions. They provide a highly personal service and offer advice across the full range of Private Client Investment Tax and Retirement Planning. If you see yourself working for a company that allows you to excel at the speed of your talent and be part of a young growing team, then this may be the career for you. In this role you will; • Manage workflow capacity (in-house and outsource) and on weekly teamwork allocation • Perform quality assurance checks to ensure the...

Type of Position: IFA Administrator (Client Services Support) - London Pay: £30k - £37k IFA Administrator (Client Services Support) - London Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser. Responsibilities: Preparing first meeting packs - as and when required Inputting fact find details into our back office system – Intelligent Office (IO) Set up clients on IO Input case onto IO Input initial fee (commission) onto IO Input expectation of future income onto IO Obtain illustrations (Exchange or other methods) Obtain KFds or KIIds Input ATR Questionnaire into Financial Express (FE) - EValue Print ATR Report outcome via FE Input Lifetime cash forec...

Your details are being submitted. This may take up to 30 seconds so please be patient. Thank you London 05/04/2024 Type of Position: Client Servicing Lead (Wealth Management) - London Pay: £35k - £45k Client Servicing Lead (Wealth Management) - London We are looking for a Client Servicing Lead for our client based in London. You will be joining a well-established Wealth Management firm, a partner practice of SJP (St. James Place) and will play a crucial role in ensuring regular contact with clients and facilitating meetings with Advisers to review their accounts. Responsibilities: Proactively schedule and book client review meetings with the MD, ensuring that all clients are contacted regularly and meet with the MD at least once a year. Maintain a comprehensive record of...

Type of Position: Private Client Administrator (Part-time) - London Pay: £30k (Pro-rata) Private Client Administrator (Part-time) - London Our client is looking for a Private Client Administrator to join their team, with the option to work on a hybrid basis from their London. We are looking for a candidate to work part-time hours, across Monday-Friday (ideally 20-25 hrs each week). Key Responsibilities: PA and general admin duties Organise and diarise meetings on behalf of the Private Client Director Work with the Private Client Director to prioritise tasks Fields calls and email queries as appropriate and act on all non-technical queries Provide agendas and information requests prior to client meetings, if required Assist with the production of management information, as require...

Type of Position: IFA Administrator (Client Services Support) - London Pay: £30k - £37k IFA Administrator (Client Services Support) - London Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser. Responsibilities: Preparing first meeting packs - as and when required Inputting fact find details into our back office system – Intelligent Office (IO) Set up clients on IO Input case onto IO Input initial fee (commission) onto IO Input expectation of future income onto IO Obtain illustrations (Exchange or other methods) Obtain KFds or KIIds Input ATR Questionnaire into Financial Express (FE) - EValue Print ATR Report outcome via FE Input Lifetime cash forec...

Type of Position: IT Support Executive - London IT Support Executive - London We are working with a well established Wealth Management firm in London looking to take on a new IT Support Executive. Answering to the firms' Head of IT, you will have responsibility for their IT systems, software and hardware support. Organising new IT equipment supplies and deliveries and overseeing inventory of existing and new kit. Liaising with the third-party IT support provider as and when required, assisting with the organisation of on-site engineers. Delivering training on systems/software and developing User Guides. IT support for company events and presentations. Helping to assess suitability of IT improvement recommendations from the third-party IT provider, reviewing and recommending as ...

Data Analyst - London - Artemis Recruitment Consultants Financial Services Type of Position: Data Analyst - London Data Analyst - London We are working with a well-established SJP firm in the heart of London looking to take on a Data Analyst. We are looking for a candidate with a strong technical background, with financial and data management skills, someone with a good understanding of data structure and business processes. You will help provide expertise using the CRM system to help guide management decision making. The ability to mine data for business development and growth opportunities and deliver campaigns to generate revenue and improve the client experience A good understanding of data structure and business processes including the use of Financial Management systems ...

, , Financial Planning Team Manager - Kent - Artemis Recruitment Consultants Financial Services Kent 15/09/2023 Type of Position: Financial Planning Team Manager - Kent Pay: £65k - £80k Financial Planning Team Manager - Kent We are looking for a Private Client Manager to look after clients based in the South-East area of England. Your main responsibility will be to lead and manage a private client team to ensure full support to the Company's extensive client bank. You will responsible for the overall success of your Team by monitoring and implementing team objectives and targets whilst ensuring you remain compliant with the Company's policies and procedures. You will be looking after a team of roughly 11 individuals all working together to service clients. Over...