This is an ideal permanent, full-time opportunity for an individual to work with our client's team to deliver on a varied portfolio of clients (existing and new) for end-to-end migration and onboarding to strategic system (eFront), you will also set up new existing fund structures in eFront for end-to-end accounting and administration, including but not limited to fund configuration, chart of accounts, accounting data, investor and investment records. The ideal candidate will be ACCA Qualified with 2-4 Years’ experience in a funds related business and knowledge of eFront is essential to this role.
Our client is seeking a Senior Accounts Administrator, to join their team on a permanent full-time basis. You will provide accounting support internally to the business management accountants and external suppliers where necessary. The ideal candidate will be part qualified in CAT, or equivalent and have ideally a minimum of 1-2 years’ relevant experience gained in a similar environment.
Our client is seeking a Director to join their Trust and Corporate team on a permanent full-time basis. This role will be Board level and you will act as Client Director, providing advisory and fiduciary services in line with regulatory obligations. Other responsibilities will include maintaining and building strong relationships with existing and potential clients as well as intermediaries. The ideal candidate will hold a relevant professional qualification e.g. ACCA, STEP, ICSA as well as having a minimum of 8 years’ post qualifying experience in the fiduciary sector. Excellent understanding of fiduciary services including detailed knowledge of the regulatory framework is essential.
Our client is seeking a Mortgage and Life Advisor, to join their friendly team on a permanent full-time basis. You will prepare mortgage and life insurance applications for approval, having advised clients of financial status and repayment methods and sell the company's products and services maintaining close relationships with new and existing clients. The ideal candidate will hold a Certificate in Finance Services (Cert CII) qualification or equivalent and a CeMap or Certificate in Mortgage Advice qualification or equivalent.
Our client is looking for a Trust Manager to provide a consistently high-quality service in the daily management of the Trust team providing services for high net worth private client individuals. The successful candidate will have experience of team and workload management and be looking to step up into a managerial role or be early on their managerial career. The candidate should be fully qualified. This role is open for both full time and part time candidates with a competitive benefits package offered.
Our client is looking for a Trust Manager to provide a consistently high-quality service in the daily management of the Trust team providing services for high net worth private client individuals. The successful candidate will have experience of team and workload management and be looking to step up into a managerial role or be early on their managerial career. The candidate should be fully qualified. This role is open for both full time and part time candidates with a competitive benefits package offered.
Our client is seeking a Compliance Monitor Officer, to join their team on a temporary basis for a period of 6 months. This is a senior admin level role, where you will provide assistance and support to the compliance team. You will carry out tasks assigned as part of the annual Compliance Monitoring Program to include but not limited to, regular monitoring of processes on a risk-based approach in order to identify trends in non-compliance and identification of root causes and reporting of same, testing compliance with systems and controls (including policies and procedures). The ideal candidate has been educated to A level or equivalent, ideally has completed a professional/relevant qualification to Diploma level, an ICA qualification would be preferred. This is a full or part-time position with a minimum of 30 hours per week.
Our client is seeking a Compliance Monitor Officer, to join their team on a temporary basis for a period of 6 months. This is a senior admin level role, where you will provide assistance and support to the compliance team. You will carry out tasks assigned as part of the annual Compliance Monitoring Program to include but not limited to, regular monitoring of processes on a risk-based approach in order to identify trends in non-compliance and identification of root causes and reporting of same, testing compliance with systems and controls (including policies and procedures). The ideal candidate has been educated to A level or equivalent, ideally has completed a professional/relevant qualification to Diploma level, an ICA qualification would be preferred. This is a full or part-time position with a minimum of 30 hours per week.
