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Financial Planning Administrator
Found in: SonicJobs Direct Apply UK - 3 days ago
Premier Jobs UK Limited London, United Kingdom Full timeThis Financial Planning Administrator job is well suited to career minded individuals with ambitions to become a Paraplanner and then a Financial Adviser · You will be supporting a busy Financial Adviser with ambitions to increase his funds under management by £5m every 6 months. ...
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SEND Transition Worker
Found in: SonicJobs Direct Apply UK - 6 days ago
Uxbridge College Uxbridge, United Kingdom Full timeMaternity cover until 21st February 2025 · 18 hours per week, 39 weeks per year to cover term times · Actual Salary in the range of £12,874 - £13,683 per annum including London Weighting · In this varied and rewarding role based within our Learning Support team, you will work di ...
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Fachinformatiker/in, Citrix-Spezialist/in,Informatiker/in, Systemadministrator/in
Found in: Talent BE 2 C2 - 3 days ago
N-ERGIE Aktiengesellschaft London, United KingdomCitrix, 2nd-Level-Support, Systemadministration, VMware,Microsoft Windows Server, Windows Server Update Services,Informatik, Active Directory, Microsoft Azure, DNS, DHCP, IT,Betriebssysteme, PowerShell, Virtualisierung IT System Administrator Citrix/Exchange(m/f/d) · Full-time / ...
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Administrative Coordinator
Found in: Ziprecruiter UK C2 - 1 day ago
RedLaw Recruitment London, United KingdomJob Description · Administrative / Operations Coordinator – Leading Law Firm · Location: Liverpool Street Station, London. · Brand New Role – An Exciting Opportunity · Join a prestigious US law firm, located a short walk from Liverpool Street Station, in their brand-new offices. ...
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Sales Back Office
Found in: Appcast UK C C2 - 4 days ago
Artemide Greater London, United KingdomActivities and responsibilities · Managing B2B orders process onto SAP, from the order entry to the invoicing and final delivery management, working with the local sales team and the HQ functions · Placing and monitoring all the B2C orders, managing the relation with the customer ...
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Credit Control Administrator
Found in: Ziprecruiter UK C2 - 1 day ago
Investigo Limited London, United KingdomJob Description · Company Overview · You will be joining a very well-known, prestigious and highly regarded Recruitment firm as their Credit Control Administrator on a full-time, permanent basis. Part of a close-knit Credit Control team of 6, reporting into the Credit Control Tea ...
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Senior Data and Projects Pensions Specialist
Found in: Appcast UK C C2 - 5 days ago
Eaglecliff Recruitment London, United KingdomExciting opportunity for a Senior Data and Projects Pensions Specialist to join this global Energy company. · This is an exciting time to be joining this world-leading company as they transform themselves from a traditional Oil & Gas company into a leading name within the Renewa ...
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Service Coordinator
Found in: Appcast UK C C2 - 6 days ago
AMP Clean Energy United KingdomHere at AMP, we are committed to supporting the energy transition by funding, developing, and delivering flexible energy solutions and helping businesses decarbonise. · Our mission is to create a smarter energy future. We are relentless in our focus on tackling the central chall ...
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Private Banking Assistant
Found in: Appcast UK C C2 - 6 days ago
SG Kleinwort Hambros London, United KingdomSG Kleinwort Hambros has more than 200 years of experience helping individuals, families, entrepreneurs, trusts and charities to manage their wealth. From expert wealth planning advice and investment strategies to specialist lending products, we provide the personal approach clie ...
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Business Systems Analyst
Found in: Ziprecruiter UK C2 - 1 day ago
MacGregor Black Greater London, United KingdomJob Description · Business Systems Analyst · Are you an experienced Business Systems Analyst? · A proven track record of successfully managing complex projects? · Do you have strong communication skills able to collaborate with cross-functional teams? · MacGregor Black are proud ...
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IT-Supportspezialist/in, IT-Mitarbeiter/in,IT-Supportmitarbeiter/in
Found in: Talent BE 2 C2 - 3 days ago
BOREAS Energie GmbH London, United KingdomSystemadministration, Hardware, Microsoft Office 365,Active Directory, Microsoft Exchange, Printserver, IT,Betriebssysteme, IT-Support, Cloud Computing,IT-Service BOREAS · As a modernenergy service provider with more than 200 employees, BOREAS hasbeen planning, building, financi ...
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Interim Chief Transformation Officer
Found in: Appcast UK C C2 - 7 hours ago
RENOIR London, United KingdomInterim Chief Transformation Officer · A global venture capital and private equity fund is urgently needing an interim chief transformation officer to support their portfolio of businesses as they continue to see growth and the need for change management across the business. · Th ...
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HR Operations Associate, Global Investment Manager, London, UK
Found in: One Red Cent EUR eFC C2 - 4 hours ago
PER, Private Equity Recruitment London, United Kingdom Full timeAbout our client · Our client, a leading global investment manager with a track record of successful investments, are looking for an HR Associate to join the team. They are committed to partnering with exceptional management teams to drive growth and create long-term value for i ...
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Senior Client Administrator
Found in: One Red Cent EUR eFC C2 - 6 days ago
Mason Blake London, United Kingdom Full timeReporting directly to the Head of Client Services, the Senior Client Administrator will take on the following dynamic responsibilities: · Initiate and manage client relationships from inception, collaborating with Investment Managers and coordinating account opening. · Maintain e ...
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BPA Transition Manager
Found in: Jooble UK O C2 - 5 days ago
Utmost International United KingdomDay -1 · • Design and implement the Bulk Purchase Annuity (BPA) transition process for both Buy-ins and Buyouts within Utmost Life and Pensions. · • Design and maintain the target operating model for the BPA Transition Team. · • Support Utmost Life and Pensions with the design ...
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Strategic Business Analyst
Found in: Appcast UK C C2 - 4 days ago
Aventum Group Greater London, United KingdomThe Strategic Business Analyst will be part of the Strategic Operations team. You will be responsible for business analysis activities to deliver on-boarding of new entities in a fast-paced environment. You will be required to work with all business units, analysing and defining ...
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OneStream Project Manager
Found in: Appcast UK C C2 - 5 days ago
Henderson Drake United KingdomThis is a full-time permanent role. · A leading Diamond level OneStream partner and global leader in delivering innovative solutions to empower organisations across industries. Renowned for their expertise, commitment to excellence, and customer-centric approach, they are at the ...
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Wealth Manager
Found in: Ziprecruiter UK C2 - 1 day ago
St. James's Place London, United KingdomJob Description · Job Title: Associate Partner · Location: London · Minimum Requirements: Working towards a Level 4 Qualification in Financial Advice, or relevant professional experience · Earnings: Self-employed opportunity with the opportunity to build real value within a FTSE ...
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VP/AD - Renewables M&A & Debt Advisory
Found in: Appcast UK C C2 - 5 days ago
Decipher Consulting London, United KingdomTitle: VP/AD - Renewables M&A & Debt Advisory · Decipher Consulting is currently representing a boutique investment management firm who are searching for an intelligent and ambitious Debt Advisory specialist with at least 6-8 years of experience in the Renewable Energy, Energy T ...
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Wealth Manager
Found in: Appcast UK C C2 - 1 day ago
St. James's Place London, United KingdomJob Title: Associate Partner · Location: London · Minimum Requirements: Working towards a Level 4 Qualification in Financial Advice, or relevant professional experience · Earnings: Self-employed opportunity with the opportunity to build real value within a FTSE 100 business. Pot ...
Transitions Administrator - London, United Kingdom - JJ SEARCH LIMITED
Description
The Company
Our client is a large entrepreneurial Investment Management firm with exciting growth prospects
The Role
The Transitions Administrator will be responsible for processing new Transfer instructions and chasing cases with counterparties to ensure Transfers complete in a timely manner.
The Transitions Administrator will work with the wider team to track and report on assets in Transfer and ensure adherence to Service Level agreements, liaising with colleagues and third parties regarding settlement and inputting instructions into Pershing NEXUS system and to follow up and update on progress.
The Transitions Administrator will check, and process transfer requests received from the relationship management teams, liaising with third parties regarding settlement and inputting instructions into Pershing system.
The Transitions Administrator will communicate with counterparties, fund managers and custodians to manage the smooth and timely transition of client assets to and from the business.
The Transitions Administrator will undertake efficient tracking and reporting of assets in Transfer using the Asset Tracker system, providing clear and relevant updates to enable the client (internal and external) to monitor progress of the transfer.
The Transitions Administrator will process transfers through the electronic reregistration system – Altus.
The Transitions Administrator will be responsible for receiving Transfer cheques in to the business , cross checking information, updating the system and passing to cash management team for processing.
The Transitions Administrator will maintain relationships with third party administrators, Fund Managers and custodian, and attend and represent the business in industry.
The Candidate
2-4 years' minimum experience with exposure to Asset Transfers / Transitions within Asset Management or Investment Management, ideally including unit trust, CREST, foreign, certificated and cash movements.
Knowledge of tax wrapper structures including ISA, SIPP, Offshore Bond.
Ideally studying towards the IOC certificate or already qualified.