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Investments candidates |
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46 Investments candidates |
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PARAPLANNER SUPPORT/PA with 15 years experience gained within the financial services sector. Has extensive knowledge of investment operations for both new and ongoing business closures. Has in depth understanding of Regulatory requirements. Has working experience in mortgages, taxation and controls.
more info...on this Paraplanner Support/PA candidate in Bristol
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SENIOR ADMINISTRATOR who has worked within financial services since 2009. Is dedicated to several Key Accounts which involved working directly with Investment Managers, Investors and Independent Financial Advisors.
more info...on this Senior Administrator candidate in Wiltshire
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INVESTMENT ADMINISTRATOR who has gained almost 6 years experience within financial services. Opens new accounts (ISAs, GIAs, pensions). Processes transactions, making trades; buying, selling switching funds, assets and money. Previously supervised a team of 9 members which involved carrying out one-to-ones, team meetings and half-yearly performance reviews. Identified training needs for all members of the team.
more info...on this Investment Administrator candidate in Tyne & Wear
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INVESTMENT MANAGER who has gained 12 years industry experience.
more info...on this Investment Manager candidate in Leicestershire
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FUND ADMINISTRATOR who has gained experience within an investment management company and within banking roles.
more info...on this Fund Administrator candidate in Nottinghamshire
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PERSONAL ASSISTANT who has gained 4 years industry experience.
more info...on this Personal Assistant candidate in Bristol
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FINANCIAL SERVICES ADMINISTRATOR with almost 20 years experience working within the financial services industry for both IFAs and within bancassurance.
more info...on this Financial Services Administrator candidate in Northumberland
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SENIOR OPERATIONS ADMINISTRATOR possessing over 8 years experience within financial services.
more info...on this Senior Operations Administrator candidate in Bradford
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FINANCIAL SERVICES ADMINISTRATOR/PERSONAL ASSISTANT who has gained over 7 years experience. Currently responsible for processing new business applications including pensions, life and investment cases. Researches the market using a range of research tools. Completes client Suitability Letters (Reason Why Reports) ready for compliance checking. Completes files in accordance with FSA rules.
more info...on this Financial Services Administrator/PA candidate in Worksop
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Pensions Investment Research Analyst who has gained over 5 years experience within financial services. Currently part of a three man team that supports trustees and committees in managing investment and risk for the Group’s ten defined benefit pension schemes, the largest of which is valued at £6.1bn assets. Responsible for the in-house management of investment managers, consultants, and worksteams on behalf of scheme trustees.Involved in reporting and minuting to challenging deadlines across a range of scheme, along with proactive assessment of the investment landscape, including identification of risks and opportunities.
more info...on this Pensions Investment Research Analyst candidate in Stockport
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INVESTMENT ADMINISTRATOR who has gained 10 years financial services experience within the investments division of a bank and mortgage processing department of a building society.
more info...on this Investment Administrator candidate in Leamington Spa
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MUTUAL FUND DEALER SUPPORT keen to move into a Brokers or Consultancy.
Collects deals, produces reports on them as well as MI statistics in relation to performance.
more info...on this Mutual Fund Dealer Support candidate in Essex
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INVESTMENT CUSTOMER SERVICE ASSISTANT responsible for buying and selling shares and providing support and information to shareholders in relation to electronic and stocks & shares (ISAs) and SIPP’s. Also gained experience working in credit card fraud (investigating fraudulent credit card activity) and a central tax unit (inputting data and ensuring adherence to HM Revenue & Customer rules).
more info...on this Investment Customer Service Assistant candidate in Manchester
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SAVINGS AND INVESTMENT ADMINISTRATOR responsible for dealing with investment product enquiries, opening new accounts, processing withdrawals, closures and account transfers, processing ISA transfers in/out and undertaking general administration.
more info...on this Savings and Investment Administrator candidate in Greater Manchester
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OFFICE MANAGER & INVESTMENT ADMINISTRATOR who has gained financial services experience within a variety of roles. Currently responsible for logging all business plan submissions and responding to enquiry forms submitted by e-mail.
more info...on this Office Manager & Investment Administrator candidate in Bristol
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PENSIONS/INVESTMENTS ADMINISTRATOR responsible for providing first class customer service support including utilising systems to invest client’s money into pensions and stocks & shares, completing pensions applications forms and withdrawing monies. Supports external IFAs, dealing with telephone calls and providing updates for IFAs.
more info...on this Pensions/Investments Administrator candidate in Greater Manchester
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FINANCIAL SERVICES ADMINISTRATOR who has experience of working within an IFA Practice. Currently working for the IFA arm of an Accountancy firm provides full administration support on a 1:1 basis. Used 1ST Software.
more info...on this Financial Services Administrator candidate in Tyne & Wear
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PARAPLANNER who has gained almost 15 years experience within financial services. Currently Provides technical support and paraplanning support for a number of Introducing Advisors as required. Oversees a team of administrative staff to ensure that a full support service is provided to both Consultants and clients.
more info...on this Paraplanner candidate in West Yorkshire
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pensions ADMINISTRATOR with experience gained within sales support in both a bank and life company. Whilst working for an investment company dealt with employee & employer pension contributions ensuring they were paid on a monthly basis.
more info...on this Pensions Administrator candidate in York
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FINANCIAL PLANNING PROFESSIONAL who has 5 years experience gained working within the Independent Financial Advice industry. Most recently has been working as a Manager for a hotel but very keen to move back into the industry.
more info...on this Financial Planning Professional candidate in Monmouthshire
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