54 Financial Advisory jobs in the United Kingdom
Vice President, Financial Advisory - Project Finance (Fluent Japanese)
Posted 2 days ago
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Job Description
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
**Overview of the Department/Section**
Within GCIB (Global Corporate & Investment Banking), ESFO (European Structured Finance Office) offers comprehensive advisory and debt arrangement for the non-recourse and limited recourse financing of long-term, capital intensive projects. Our specialist teams focus on a range of sectors, including power & renewables, infrastructure, natural resources and housing finance.
Within ESFO:
+ the Financial Advisory team (" **GCIB Financial Advisory** ") spans all sectors and aims to structure the most competitive and deliverable funding solution for our client base, evaluating all available funding sources in the market. These funding sources include commercial or multilateral banks, ECAs, institutional investors, private placements or public bond finance or a combination thereof. The team also provides credit ratings advisory services.
+ The Energy and Infrastructure teams have responsibility for the delivery and execution of the financing product in their respective sectors.
The JCIB (Japanese Corporate Investment Banking) Financial Advisory team will operate alongside the existing GCIB Financial Advisory team, with the same geographical and sector remit, delivering the advisory product specifically to projects where clients covered by JCIB have a controlling interest.
On projects jointly participated by clients covered by JCIB and GCIB, JCIB Financial Advisory and GCIB Financial Advisory teams will share responsibility.
**Main Purpose of the Role**
Playing a key role in further developing, growing and sustaining a market leading financial advisory business services across the Energy and Infrastructure sectors.
**Key Responsibilities**
**Bank**
+ To lead, and/or provide significant support in most aspects of the execution of advisory mandates, and contribute to advisory mandates, including: negotiation of the mandate letter, development of information memoranda, financial structuring and analysis, negotiations with funders, managing financial aspects of the due diligence process, development of key documentation and managing the overall funding process through to financial close.
+ Managing and developing client relationships with key clients and other related parties including lawyers, procuring authorities, banks and other financial institutions.
+ Managing and developing relationships with key internal stakeholders (including EBD, SFCO, MUS and SFD).
+ Assisting in devising, refining and implementing the financial advisory strategy.
+ Work with other MUFG teams to enhance the MUFG offering and client services.
+ Ratings Advisory support.
+ To play an active role in business development, with a view to growing the advisory pipeline, including: proactively identifying potential advisory opportunities, preparation and presentation of advisory proposals and materials and ongoing ad hoc client marketing.
+ Take an active role in the preparation of and participation in all assessments and authorisation activities including assisting in the presentation of the transaction through the various internal approval processes (including: BCRA, Business Screening and KYC).
+ Propose appropriate solutions to meet client needs in conjunction, where necessary, with other specialist functions of MUFG in order to deliver a tailored solution to client needs.
+ Ensure that business development, structuring and execution is market-leading, sound and appropriate.
+ Coordinating with international structured finance teams.
+ Prepare and present internal committee presentations/papers.
+ In general the role could require substantial overseas travel.
**Securities**
Through collaboration with MUS employees, facilitate the marketing and origination of transactions with your area of specialism in respect to the MUS product suite. The non-functional nature of this role means that you will not be able to transact (which means lead any structuring, credit, execution or commitment discussions) on behalf of any MUS legal entity; though through your role in Project Finance you will be able to share data and information, attend both internal and external meetings, offering up views and opinions. All recommendations and final decisions around structure, credit, pricing, execution and commitment must be made by a MUS employee or a functional dual-hat employee **.**
**Work Experience**
+ Experience from a structured finance advisory/product role preferred.
+ Experience gained from within a project finance bank, boutique or DCM team preferred.
+ Previous experience working in structured finance essential, some M&A and rating experience beneficial.
+ Pan EMEA experience of different financing documentation beneficial.
**Skills and Experience**
Functional / Technical Competencies:
+ Structured Finance understanding a requirement.
+ Ability to lead on all aspects as part of a wider advisory mandate with senior support on more complex aspects.
+ Familiar with different types of financing documentation e.g. CTAs.
+ Knowledge of credit, risk management, market and legal aspects of structured finance.
+ Multiproduct experiences: bank, public and private DCM.
+ Desirable to have a level of project finance modelling understanding.
+ Analytical skills including the ability to interrogate financial models.
+ Clear communication skills.
+ Sound IT knowledge and skills.
+ Quantitative / numerical skills.
+ Excellent interpersonal skills.
Education / Qualifications:
+ Degree Level and/or relevant industry expertise
Language Skills:
+ Fluent Japanese
**Personal Requirements**
+ Excellent attention to detail and accuracy.
+ A proactive, motivated approach.
+ Results driven, with a strong sense of ownership and accountability.
+ The ability to operate with urgency and dynamically prioritise work accordingly.
+ The ability to manage large workloads and tight deadlines.
+ A structured and logical approach to work and ability to demonstrate sound judgement.
+ Good problem solving skills.
+ A creative and innovative approach to work.
+ A calm approach, with the ability to perform well in a pressurised environment.
+ Team player.
We are open to considering flexible working requests in line with organisational requirements.
MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.
We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
+ Client Centric
+ People Focused
+ Listen Up. Speak Up.
+ Innovate & Simplify
+ Own & Execute
Administrator - Wealth Management
Posted 1 day ago
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Job Description
The role will assist with submitting all new busin.
WHJS1_UKTJ
Programme Manager - Wealth Management - Inside IR35
Posted 7 days ago
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Job Description
Inside IR35, Programme Manager, Wealth Management , Axelos MSP , Building and Launching Commercial platforms, Agile, APM Programme, Project Delivery, Programme Communication, Requirements and Solutions, Transformation
My leading wealth management client is looking for a Programme Manager to work on assisting the business in the building and launching of commercial platforms across the group. You must have a proven background in the Wealth sector and also combine this with the commercial experience to be in consideration (ideally with Axelos MSP/APM experience)
Key areas
- Proven background in the delivery of Wealth Management platforms
- Ability to deliver assigned programmes in accordance with the programme lifecycle and risk management process, ensuring decisions are made according to agreed principles
- Excellent Stakeholder Management : Through programme delivery, build and maintain effective stakeholder and external technology suppliers / partners relationships at senior levels.
- Provide control, planning, direction, oversight, monitoring and reporting of the assigned programme and all projects or workstreams within the assigned programme.
- Identify, mitigate and communicate risks and issues that have the potential to impact the programme or the business.
- Support the Head of Delivery by providing regular communication and information to enable effective decision making.
- Carry out line management of associated change delivery staff.
- Work closely with the Transformation Office and Head of Delivery to enable them to maintain an accurate plan of the Change Programme and identify and monitor required resource and financials.
If you hit the criteria for the role - please send me your profile for review.
Programme Manager - Wealth Management - Inside IR35
Posted 23 days ago
Job Viewed
Job Description
Inside IR35, Programme Manager, Wealth Management , Axelos MSP , Building and Launching Commercial platforms, Agile, APM Programme, Project Delivery, Programme Communication, Requirements and Solutions, Transformation
My leading wealth management client is looking for a Programme Manager to work on assisting the business in the building and launching of commercial platforms across the group. You must have a proven background in the Wealth sector and also combine this with the commercial experience to be in consideration (ideally with Axelos MSP/APM experience)
Key areas
- Proven background in the delivery of Wealth Management platforms
- Ability to deliver assigned programmes in accordance with the programme lifecycle and risk management process, ensuring decisions are made according to agreed principles
- Excellent Stakeholder Management : Through programme delivery, build and maintain effective stakeholder and external technology suppliers / partners relationships at senior levels.
- Provide control, planning, direction, oversight, monitoring and reporting of the assigned programme and all projects or workstreams within the assigned programme.
- Identify, mitigate and communicate risks and issues that have the potential to impact the programme or the business.
- Support the Head of Delivery by providing regular communication and information to enable effective decision making.
- Carry out line management of associated change delivery staff.
- Work closely with the Transformation Office and Head of Delivery to enable them to maintain an accurate plan of the Change Programme and identify and monitor required resource and financials.
If you hit the criteria for the role - please send me your profile for review.
Investment Administrator , Client Services , Wealth Management
Posted 6 days ago
Job Viewed
Job Description
Our Client
An established and widely known Wealth Management firm servicing Investment Management needs toHigh-Net-Worth Clients.
The Role
This is a fantastic opportunity for a driven and efficient Investment Administrator to provide first class administrative support to Investment Managers in the Newcastle office.
Keeping up with daily Investment Management administration tasks with the ongoing moni.
WHJS1_UKTJ
Tax Reporting Assistant , Private Client Tax , Wealth Management
Posted 5 days ago
Job Viewed
Job Description
The Company
A highly regarded boutique Investment Management Company
The Role
This is a fantastic opportunity for a Tax Assistant to take responsibility in supporting the Tax Reporting Manager in a variety of tax reporting administrative and data collection tasks.
The Tax Assistant will help with the management of the tax reporting inbox, ensuring all queries are dealt with efficiently. Assisting with.
WHJS1_UKTJ
Financial Planning Assistant
Posted 4 days ago
Job Viewed
Job Description
My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments.
We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpose of the role is to provide first line administrative and technical support to the Financial Planning Consultants, and be the main point of contact for clients, and maintain a high level of client service at all times.
Specifically you'll:
Provide relevant documentation ahead of FPC client meetings;
Obtain relevant research relating to proposed advice;
Compile suitability letters based on the advice being given;
Process new business;
Ensure accurate completion of compliance requirements;
Respond to client queries; • Maintaining client records on XPlan;
Liaise with life offices and providers;
Ensure the administrative requirements are completed for the Client Review Process;
Contribute to new business development;
Proactively maintaining a high level of client service;
Carry out other administrative related tasks as required in support of the FPC.
We are seeking someone with ideally 2+ years experience working in a similar Financial Planning / IFA Administrative role supporting Financial Advisers with their Administrative tasks, with strong written and verbal communications skills, coupled with the ability to work with IT systems. It would be to your advantage if you have any further qualifications relating to Financial Planning, or have started to study towards a Diploma in Financial Planning.
Great salary and company benefits are offered with this role.
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Financial Planning Administrator
Posted 7 days ago
Job Viewed
Job Description
Direct Response Employment Services are recruiting for a IFA Technical Administrator to join our clients team on a permanent basis . Our client is a highly personalised Wealth Management company specializing in expert financial planning advice for business owners, and private clients.
Key Duties:
- Provide comprehensive administrative support to the financial planning team.
- Assist in the preparation of documentation for client meetings, ensuring accuracy and attention to detail.
- Maintain and update client records and financial databases efficiently.
- Communicate effectively with clients and providers to facilitate smooth transactions and inquiries.
- Contribute to continuous improvement projects aimed at enhancing company processes and services.
What we are looking for:
We are looking for someone who has previously worked within a financial planning practice or a candidate who has studied within RO1, CF1, FA1 or equivalent. You will possess excellent communication and organisation skills along with excellent IT skills including excel.
On Offer:
- Salary: 25,000 - 30,000 depending on experience (Plus discretionary bonus)
- 23 days holiday plus bank holiday, increasing with length on service.
- Group Life Cover
- Group income protection
- Wellness programmes
- Paid Sick leave
- Ongoing support and training
Please note this role is fully office based with no remote working.
If you have the above skill set and interested in discussing this role further then please get in touch for an immediate chat.
Financial Planning Administrator
Posted 7 days ago
Job Viewed
Job Description
Recruit Wealth are delighted to be representing our fast growing, PE backed, national Financial Planning client with offices throughout the UK.
Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Cardiff, these are newly created roles to boost additional headcount.
The primary role of the Administrator is to support the Financial Planners and Paraplanners with the administration involved in the implementation of advice service. You will have key responsibility for ensuring client information is kept up to date and the Financial planners have everything needed in order to deliver exceptional service to clients.
Role Responsibilities:
- Ownership of the new business application process
- Process new business within target/service level agreements
- Engage with providers and other 3rd parties to ensure that new business can be processed timely and effectively
- Work collaboratively and communicate effectively with internal colleagues as well as external professionals such as providers, solicitors and accountants
- Action Letters of Authority and Transfer of Authority, following through with providers to ensure policy information is received
- Ensure that the correct documentation is provided to clients and providers and that internal systems contain a full record of all action taken
- Assist Financial Planners in actively chasing and providing updates on pipeline business when requested
- Work collaboratively with colleagues across the business to ensure that Financial Planners are prepared for client meetings.
- Answer telephone calls, ensuring that client, Financial Planner or 3rd party contact is effectively and compliantly fulfilled
- Action post in and out daily (when required). Sort, prioritise on receipt, scan and allocate appropriately.
- Issue documentation in line with company procedure
- Ensure that client complaints and/or breaches are escalated immediately to management/compliance
- Endeavour to deal with system generated tasks on the date due, ensuring that issues are escalated
- Ensure comprehensive client information is maintained in the back-office system.
Benefits of joining the business:
- 28 days holiday plus Bank Holidays
- Death in Service
- Private Medical Insurance
- Group Income Protection
- Employee Assistance Program
- Medicash
- Private Pension
- Discretionary, up to 10% company annual bonus
- Hybrid/Work from home
- Full support for further professional qualifications
A very generous salary is being offered, company bonus, excellent benefits as well as a professional and encouraging working culture are all available with this national brand.
Home/office hybrid working is fully supported during the working week.
Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates, there has never been a better time to join than now.
Staff retention is second to none with our client, we have represented them for years with excellent success.
Financial Planning Administrator
Posted 7 days ago
Job Viewed
Job Description
Recruit Wealth are delighted to be representing our fast growing, PE backed, national Financial Planning client with offices throughout the UK.
Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Borehamwood, these are newly created roles to boost additional headcount.
The primary role of the Administrator is to support the Financial Planners and Paraplanners with the administration involved in the implementation of advice service. You will have key responsibility for ensuring client information is kept up to date and the Financial planners have everything needed in order to deliver exceptional service to clients.
Role Responsibilities:
- Ownership of the new business application process
- Process new business within target/service level agreements
- Engage with providers and other 3rd parties to ensure that new business can be processed timely and effectively
- Work collaboratively and communicate effectively with internal colleagues as well as external professionals such as providers, solicitors and accountants
- Action Letters of Authority and Transfer of Authority, following through with providers to ensure policy information is received
- Ensure that the correct documentation is provided to clients and providers and that internal systems contain a full record of all action taken
- Assist Financial Planners in actively chasing and providing updates on pipeline business when requested
- Work collaboratively with colleagues across the business to ensure that Financial Planners are prepared for client meetings.
- Answer telephone calls, ensuring that client, Financial Planner or 3rd party contact is effectively and compliantly fulfilled
- Action post in and out daily (when required). Sort, prioritise on receipt, scan and allocate appropriately.
- Issue documentation in line with company procedure
- Ensure that client complaints and/or breaches are escalated immediately to management/compliance
- Endeavour to deal with system generated tasks on the date due, ensuring that issues are escalated
- Ensure comprehensive client information is maintained in the back-office system.
Benefits of joining the business:
- 28 days holiday plus Bank Holidays
- Death in Service
- Private Medical Insurance
- Group Income Protection
- Employee Assistance Program
- Medicash
- Private Pension
- Discretionary, up to 10% company annual bonus
- Hybrid/Work from home
- Full support for further professional qualifications
A very generous salary is being offered, company bonus, excellent benefits as well as a professional and encouraging working culture are all available with this national brand.
Home/office hybrid working is fully supported during the working week.
Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates, there has never been a better time to join than now.
Staff retention is second to none with our client, we have represented them for years with excellent success.