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Financial Services
Supports global consultant database submissions, client and product reporting, data quality checks, stakeholder engagement, RFP data enablement, and maintenance of investment product information. Collaborates with sales, investment teams, subject matter experts, and external database providers to deliver accurate, consistent data. Identifies process improvements, reduces manual effort, performs peer reviews, and supports bespoke client reporting for investment holdings.
Top Skills:
Ai ToolsEvestment AnalyticsExcelMicrosoft PowerpointMicrosoft TeamsMicrosoft Word
Financial Services
Supports first-line risk and control frameworks across Finance and group functions. Responsibilities include RCA/RCSA coordination, control testing, risk and control MI, governance reporting, issue and remediation tracking, thematic analysis, audit action follow-up, and continuous control improvement. The role partners with Business Control Officers, Finance leadership, Risk, Compliance, and Internal Audit while supporting operational resilience, third-party risk, assurance, and Finance transformation initiatives.
Top Skills:
Data AnalyticsGrc SystemsIsae 3402ExcelMicrosoft PowerpointPower BIWorkflow Tools
Financial Services
Provides legal support to the private equity business, managing fund and product structuring, investment transactions, fund launches, documentation, investor negotiations, due diligence, corporate actions, and lifecycle matters. Coordinates with internal teams and external counsel, advises on fund structures and terms, oversees legal workstreams, and manages relationships with the global Private Equity business and other asset-class teams.
Financial Services
Lead hands-on Salesforce architecture and development across scalable, secure solutions. Own engineering standards, governance, integrations, DevOps, CI/CD, testing, release management, and proof-of-concept delivery. Apply Salesforce Einstein and Agentforce to develop AI-enabled solutions, while mentoring engineers, leading code reviews, and influencing technical stakeholders across global financial services teams.
Top Skills:
AgentforceApexAzure DevopsCi/CdCopadoGearsetGitLightning Web ComponentsMulesoftRest ApisSalesforceSalesforce EinsteinSalesforce FlowsSoap Apis
Financial Services
Owns the Salesforce platform’s target-state architecture, technical standards, integration architecture, security, data model, DevOps strategy, and platform governance. Leads solution design for complex initiatives, ensures regulatory alignment, guides Salesforce AI adoption, mentors technical teams, and influences senior stakeholders across global financial services. The role oversees scalability, maintainability, cost, technical debt, release management, and alignment with enterprise and client technology architecture.
Top Skills:
AgentforceAzure DevopsCi/CdCopadoData LakesETLEvent-Driven ArchitectureFinancial Services CloudGearsetGitMulesoftRest ApisSales CloudSalesforceSalesforce EinsteinSeismicService CloudSoap Apis
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Financial Services
Lead the end-to-end production of Pillar 2 regulatory documents, including ICAAPs, ICARAs, Recovery Plans and related submissions. Coordinate Finance, Risk, Treasury and business stakeholders, draft and review Board-ready materials, manage governance and approval processes, maintain audit trails, monitor regulatory developments, and improve documentation processes. The role requires strong regulatory, financial risk, project management, analytical, communication and stakeholder management skills.
Top Skills:
ExcelMicrosoft PowerpointMicrosoft Word
Financial Services
Manage a defined portfolio of US clients through a UK operating model, providing investment expertise, portfolio oversight, client service, and relationship growth. Responsibilities include understanding client objectives and risk profiles, supporting reviews and implementation, meeting revenue and asset targets, maintaining regulatory compliance and documentation, managing risk, collaborating with investment and planning specialists, and coaching junior colleagues.
Financial Services
Provides administrative and client servicing support to Wealth Planners and Paraplanners. Responsibilities include preparing suitability documentation, processing new business applications, obtaining provider information, managing client servicing requests, maintaining accurate records, reconciling fees and commissions, supporting reporting, and ensuring compliance with regulatory and internal procedures. The role also involves liaising with providers and clients, tracking cases through completion, escalating risks, and maintaining clear audit trails.
Top Skills:
MS Office
Financial Services
Support Wealth Planners with client financial planning needs, including researching solutions, drafting recommendation letters, preparing proposals, managing client correspondence, and checking file compliance. Build client relationships, attend meetings, liaise with insurance providers, and maintain accurate records. Serve as a technical resource for junior colleagues, provide training, contribute to process-improvement projects, and uphold high standards of client service and financial planning expertise.
Top Skills:
Intelliflo OfficeExcelMicrosoft PowerpointMicrosoft WordThe Exchange
Financial Services
Lead delivery of bespoke wealth planning for HNW/UHNW clients, drive business development, ensure regulatory compliance (KYC/AML, FCA/PRA), manage and mentor planning team, and contribute to firm strategy and governance.
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