291 Financial Institutions jobs in the United Kingdom

**Overview**
IQVIA ( is the world's leading company providing information, technology, and services for virtually every type of stakeholder in healthcare. It is our sole focus on life sciences, deep expertise in key commercial and technical areas, unique access to proprietary data, and in-market presence around the world that allows us to achieve our mission of making a positive long-term impact on healthcare.
IQVIA's Financial Institutions Consulting (FIC) team advises investors (e.g. private equity, venture capital, hedge funds, etc) on biopharma and life sciences investments, including commercial due diligence, asset and target screening, portfolio company growth strategy and exit/divestment strategy.
Successful candidates will have the opportunity to engage with clients on high-profile investment decisions across a variety of industry-shaping transaction situations, business models and strategic issues. We operate in a multi-cultural, collaborative and fast-paced work environment, that is rich in development and growth.
**Role & Responsibilities**
As an Associate Principal at IQVIA, you will be responsible for managing or leading multiple M&A, commercial due diligence and investment-related consulting projects and ensuring on-time and on-budget delivery for clients in the pharmaceutical or related industries by:
+ Leveraging business and transaction advisory experience and methodological expertise to support with preparing proposals and delivering projects to address client questions, primarily in the areas of due diligence (buy- and sell-side),asset/portfolio/companyvaluation, asset screening and growth strategy
+ Managing multiple project teams including both internal and external resources, in the design, development and delivery of client deliverables
+ Providing high level input to, and ensures the development of, client reports and presentations and delivery of all or significant portions of findings to client
+ Serving as key point of contact with client, with a view to providing advice, ensuring project satisfaction and supporting building client relationships and accounts
+ Supporting overall FIC team and broader consulting initiatives to elevate our capabilities, including (but not limited to) the development of intellectual property, marketing materials, training, recruitment and go-to-market approach
+ Developing and/or elevating new business opportunities through the identification of follow-on work and new leads.
+ Support development of IQVIA's engagement with financial investors across areas within and outside of consulting services
+ Serving as a coach to 3-4 staff
**About You**
Candidates interested in joining our Consulting Services Group as an Associate Principal should have:
+ 7-10 years professional experience in consulting, corporate development, or within a financial institution (e.g. private equity, venture capital) with a focus on M&A / commercial due diligence within the pharmaceutical and/or healthcare sector
+ Minimum of 4-5 years project management experience focused on engagements related to transactions / external investments (due diligence, valuation, asset identification, growth strategy, forecasting), including capabilities to manage large and/or multiple projects while balancing priorities while maintaining high quality delivery
+ Evidence of career progression in consulting and/or transaction advisory roles
+ Experience working in sizable/ multi-disciplined teams and leading staff
+ Demonstrable analytical, interpretative and problem-solving skills
+ Knowledge of consulting methodologies, tools and techniques
+ Strong quantitative skillset and comfortable interpreting financial results / P&Ls, with ability to translate data analysis and qualitative insights into strategic implications for senior investors
+ Well-developed written and verbal communication skills including presentations, chairing meetings, workshop facilitation, business and report writing
+ Knowledge of key issues and current developments in the pharmaceutical and healthcare industries
+ Experience in developing credible relationships with senior executives in thepharmaceutical/healthcareindustry and with financial investors
+ Ability to contribute to business development through the identification of leads, development of proposals etc.
In addition to the skills and experience above an Associate Principal should have:
+ Bachelor's degree or equivalent. MBA not required but a plus
+ A track record of leadership and people development
+ Fluency in English (spoken and written)
+ A willingness and ability to travel
+ Right to live and work in the recruiting country
IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide. Learn more at is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create connections that accelerate the development and commercialization of innovative medical treatments. Everything we do is part of a journey to improve patient outcomes and population health worldwide.
To get there, we seek out diverse talent with curious minds and a relentless commitment to innovation and impact. No matter your role, everyone at IQVIA contributes to our shared goal of helping customers improve the lives of patients everywhere. Thank you for your interest in growing your career with us.
EEO Minorities/Females/Protected Veterans/Disabled

**Do you want your voice heard and your actions to count?**



Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the worldu2019s leading financial groups. Across the globe, weu2019re 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 worldu2019s most trusted financial group, itu2019s 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**



The GCIB Financial Institutions (FI) Coverage Team is the coverage team for FIs in EMEA. As part of the EMEA FI Strategy, the FI Sponsor Coverage Team was established to focus on fund-level products for global Financial Sponsors, especially fund financing (including subscription facilities, ABLs, NAV and EBLs) and hedging (FX and rates and commodities) and to support the growth of asset level financing by the relevant product teams.



Coverage of PE Sponsors and the PE strategies of the global asset managers is managed by a separate team within FI Coverage who this team works very closely with this team. The FI Sponsor Coverage team has responsibility for expanding business with relevant Financial Sponsors by collaborating with various stakeholders not only from the Bank but also MUFG Securities and MUFG Trust Bank (Trust Bank), the two other pillars within the broader MUFG Group.



**MAIN PURPOSE OF THE ROLE**



This role will form an integral part of the FI Sponsor Coverage Team for Financial Sponsors/Alternative Asset Managers, with a view to achieving high quality revenue growth and product cross sell from this client base in order to deliver on one of the key pillars of the EMEA FI Strategy.



**Bank Entity:**



Relationship coverage of key Financial Sponsor clients in EMEA, working to co-ordinate across fund and investment asset level products to maximise strategic relationship value for the Bank. Originate new business within the Sponsor client set and manage the existing portfolio of relationships for ongoing requirements. This role will have a specific focus on Infrastructure and Credit dedicated funds or the Infrastructure and Credit strategies of the global multi strategy asset managers.



Support development of an end-to-end fund level product strategy for Sponsor clients as well as specifically drive asset level business with Infrastructure Funds working closely with Project Finance.



**Securities Entity:**



As above, including support development of end-to-end fund level client strategy for applicable Securities products for Financial Sponsors such as NAV lending and ABLs.



**KEY RESPONSIBILITIES**



**Bank entity**


Manage relationships with Financial Sponsors (particularly Infrastructure and Credit) clients, including identification of new business opportunities and ongoing day-to-day relationship requirements.
Self-confident with the ability to lead client meetings and arrange follow-ups with key product stakeholders
Produce account plans for key sponsor clients, working with senior coverage and product partners to determine relationship strategy and communicate to all stakeholders
Work with key product teams, particularly Project Finance, Fund Finance and Markets (FX and rates), to support the origination of new transactions and support all client related activities such as KYC.
Identify and understand client needs in order to develop client strategies for new product solutions. This includes working closely with the Global Structured Solutions (GSS) team to identify key target clients for NAV, ABLs, structured repos and other fund-level products.
Collaborate with internal stakeholders to ensure appropriate engagement and support to develop, secure and maximise multi-product, multi-jurisdiction relationships with Financial Sponsors
Analyse industry and financial drivers to ensure new and existing business has an appropriate risk profile, including working closely with credit risk colleagues
Maintain and develop a knowledge base of regulatory issues and industry developments relating to Financial Sponsor clients. Deliver thought leadership and insights to internal stakeholders and clients.
Build relationships throughout MUFG to establish a peer network, gather relevant information and help to ensure effective inter-departmental and cross-regional collaboration.
Provide guidance and review work of more junior colleagues to ensure accuracy and timeliness. Help to build deeper industry and product knowledge across the team



**Securities entity (as required)**


As outlined above. Particular focus on working closely with GSS (Global Structured Solutions) team to develop client strategy and originate new business utilising new products, such as NAV.



**WORK EXPERIENCE**



Essential:


Minimum 3-5 year track record of managing relationships, ideally Financial Sponsors/Funds or other Non-bank Financial Institutions, including experience originating or executing related products, ideally fund level finance or global markets transactions
Experience in Project Finance or Infrastructure and/or Credit Sponsors desirable



**SKILLS AND EXPERIENCE**



**Functional / Technical Competencies:**


Proven experience and interest in the alternative asset management sector, including related products
Commercial acumen, pitching and negotiation skills
Interpersonal and networking skills and the ability to work in a diverse team environment
Knowledge and skill working with Microsoft PowerPoint and Microsoft Excel.
Fluency in French (and other European languages) desirable but not essential



**Education / Qualifications:**


Bachelors Degree in Finance, Economics / related discipline, or equivalent qualifications. Masters Degree or CFA qualification desirable.



**PERSONAL REQUIREMENTS**


Excellent communication skills
Results driven, with a strong sense of accountability
A proactive, motivated approach.
The ability to operate with urgency and prioritise work accordingly
Strong decision making skills, the ability to demonstrate sound judgement
A structured and logical approach to work
Strong problem solving skills
A creative and innovative approach to work
Excellent interpersonal skills
The ability to manage large workloads and tight deadlines
Excellent attention to detail and accuracy
A calm approach, with the ability to perform well in a pressurised environment
Strong numerical skills
Excellent Microsoft Office skills



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

**Do you want your voice heard and your actions to count?**



Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the worldu2019s leading financial groups. Across the globe, weu2019re 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 worldu2019s most trusted financial group, itu2019s 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**



The GCIB Financial Institutions (FI) Coverage Team is the coverage team for FIs in EMEA. As part of the EMEA FI Strategy, the FI Sponsor Coverage Team was established to focus on fund-level products for global Financial Sponsors, especially fund financing (including subscription facilities, ABLs, NAV and EBLs) and hedging (FX and rates and commodities) and to support the growth of asset level financing by the relevant product teams.



Coverage of PE Sponsors and the PE strategies of the global asset managers is managed by a separate team within FI Coverage who this team works very closely with this team. The FI Sponsor Coverage team has responsibility for expanding business with relevant Financial Sponsors by collaborating with various stakeholders not only from the Bank but also MUFG Securities and MUFG Trust Bank (Trust Bank), the two other pillars within the broader MUFG Group.



**MAIN PURPOSE OF THE ROLE**



This role will form an integral part of the FI Sponsor Coverage Team for Financial Sponsors/Alternative Asset Managers, with a view to achieving high quality revenue growth and product cross sell from this client base in order to deliver on one of the key pillars of the EMEA FI Strategy.



**Bank Entity:**



Relationship coverage of key Financial Sponsor clients in EMEA, working to co-ordinate across fund and investment asset level products to maximise strategic relationship value for the Bank. Originate new business within the Sponsor client set and manage the existing portfolio of relationships for ongoing requirements. This role will have a specific focus on Infrastructure and Credit dedicated funds or the Infrastructure and Credit strategies of the global multi strategy asset managers.



Support development of an end-to-end fund level product strategy for Sponsor clients as well as specifically drive asset level business with Infrastructure Funds working closely with Project Finance.



**Securities Entity:**



As above, including support development of end-to-end fund level client strategy for applicable Securities products for Financial Sponsors such as NAV lending and ABLs.



**KEY RESPONSIBILITIES**



**Bank entity**


Manage relationships with Financial Sponsors (particularly Infrastructure and Credit) clients, including identification of new business opportunities and ongoing day-to-day relationship requirements.
Self-confident with the ability to lead client meetings and arrange follow-ups with key product stakeholders
Produce account plans for key sponsor clients, working with senior coverage and product partners to determine relationship strategy and communicate to all stakeholders
Work with key product teams, particularly Project Finance, Fund Finance and Markets (FX and rates), to support the origination of new transactions and support all client related activities such as KYC.
Identify and understand client needs in order to develop client strategies for new product solutions. This includes working closely with the Global Structured Solutions (GSS) team to identify key target clients for NAV, ABLs, structured repos and other fund-level products.
Collaborate with internal stakeholders to ensure appropriate engagement and support to develop, secure and maximise multi-product, multi-jurisdiction relationships with Financial Sponsors
Analyse industry and financial drivers to ensure new and existing business has an appropriate risk profile, including working closely with credit risk colleagues
Maintain and develop a knowledge base of regulatory issues and industry developments relating to Financial Sponsor clients. Deliver thought leadership and insights to internal stakeholders and clients.
Build relationships throughout MUFG to establish a peer network, gather relevant information and help to ensure effective inter-departmental and cross-regional collaboration.
Provide guidance and review work of more junior colleagues to ensure accuracy and timeliness. Help to build deeper industry and product knowledge across the team



**Securities entity (as required)**


As outlined above. Particular focus on working closely with GSS (Global Structured Solutions) team to develop client strategy and originate new business utilising new products, such as NAV.



**WORK EXPERIENCE**



Essential:


Minimum 3-5 year track record of managing relationships, ideally Financial Sponsors/Funds or other Non-bank Financial Institutions, including experience originating or executing related products, ideally fund level finance or global markets transactions
Experience in Project Finance or Infrastructure and/or Credit Sponsors desirable



**SKILLS AND EXPERIENCE**



**Functional / Technical Competencies:**


Proven experience and interest in the alternative asset management sector, including related products
Commercial acumen, pitching and negotiation skills
Interpersonal and networking skills and the ability to work in a diverse team environment
Knowledge and skill working with Microsoft PowerPoint and Microsoft Excel.
Fluency in French (and other European languages) desirable but not essential



**Education / Qualifications:**


Bachelors Degree in Finance, Economics / related discipline, or equivalent qualifications. Masters Degree or CFA qualification desirable.



**PERSONAL REQUIREMENTS**


Excellent communication skills
Results driven, with a strong sense of accountability
A proactive, motivated approach.
The ability to operate with urgency and prioritise work accordingly
Strong decision making skills, the ability to demonstrate sound judgement
A structured and logical approach to work
Strong problem solving skills
A creative and innovative approach to work
Excellent interpersonal skills
The ability to manage large workloads and tight deadlines
Excellent attention to detail and accuracy
A calm approach, with the ability to perform well in a pressurised environment
Strong numerical skills
Excellent Microsoft Office skills



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

**Financial Institutions Consulting (FIC)**
IQVIA's FIC team advises investors (e.g. private equity, venture capital, hedge funds, etc) on biopharma and life sciences investments, including commercial due diligence, asset and target screening, portfolio company growth strategy and exit/divestment strategy.
Successful candidates will have the opportunity to engage with clients on high-profile investment decisions across a variety of industry-shaping transaction situations, business models and strategic issues. We operate in a multi-cultural, collaborative and fast-paced work environment, that is rich in development and growth.
**Role & Responsibilities**
As a Manager within IQVIA's FIC team, you will be responsible for managing projects primarily in the areas of due diligence (buy- and sell-side), asset/portfolio/company valuation, asset screening and growth strategy
+ Leverage consulting and transaction advisory experience, IQVIA information and expertise, and methodological know-how to manage projects that address client / business questions.
+ Diagnose and understand complex strategic issues / diligence questions and structure project approach and team setup to address engagement objectives
+ Manage project teams on a day-to-day basis through guiding research approaches, the design, development and delivery of client reports and presentations and QC of deliverables
+ Serve as day-to-day point of contact with clients during project delivery - including presenting / communicating key project insights and recommendations - ensuring engagement satisfaction and supporting long-term enhancement of client relationships
+ Contribute to overall FIC team capabilities, including (but not limited to) the development of intellectual property, marketing materials, training, recruitment and go-to-market approach
+ Support Principals with business development, including proposal development and presentations.
+ Serve as development lead of 3-4 team members, alongside supporting broader team development
**About You**
**Candidates interested in joining IQVIA FIC as a Manager should have:**
+ Minimum of 5-6 years professional experience in strategy consulting, M&A/BD&L roles or within a financial institution (e.g. private equity, venture capital) in the Life Science space.
+ Experience advising clients on commercial issues in the biopharma / life sciences industry and/or financial investors, including exposure to projects related to transactions / investments (due diligence, valuation, asset identification, growth strategy, forecasting)
+ Project management experience in relevant domains, including managing large, multi-disciplined teams while maintaining high quality delivery. Demonstrated skills including project planning, workstream oversight, presentation/report development, quality control and client engagement
+ Strong quantitative / analytical and qualitative research experience, supported by a problem solving mentality, keen eye for detail and critical thinking. Comfortable interpreting commercial / financial trends and results, with ability to guide teams to design and execute research and analysis and translate outputs into strategic implications for investors
+ Well-developed written and verbal communication skills including presentations, chairing meetings / Q&A sessions and report writing
+ Knowledge of key issues and current developments in the biopharma / life sciences industry
+ Evidence of career progression in consulting and/or transaction advisory roles
**In addition to the skills and experience above, a Manager should have:**
+ Bachelor's degree or equivalent. MBA not required but a plus
+ A track record of leadership and people development
+ Fluency in English (spoken and written)
+ A willingness and ability to travel (where required)
+ Right to live and work in the recruiting country
**Management of Others -** Enables others to perform. Sets a clear direction and delegates fairly and appropriately allowing direct reports the means to achieve their goals. Looks for opportunities to develop individuals by encouraging them to take on greater responsibility and make decisions for themselves
**Whatever your career goals, we are here to ensure you get there!**
**Benefits**
We work hard to prioritise the things that matter most to you. Visit our benefits page ( for information on everything from perks to well-being initiatives and career enhancement.
#CONJAD
#LI-KS2
IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide. Learn more at is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create connections that accelerate the development and commercialization of innovative medical treatments. Everything we do is part of a journey to improve patient outcomes and population health worldwide.
To get there, we seek out diverse talent with curious minds and a relentless commitment to innovation and impact. No matter your role, everyone at IQVIA contributes to our shared goal of helping customers improve the lives of patients everywhere. Thank you for your interest in growing your career with us.
EEO Minorities/Females/Protected Veterans/Disabled

**Do you want your voice heard and your actions to count?**
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**
The GCIB Financial Institutions (FI) Coverage Team is the coverage team for FIs in EMEA. As part of the EMEA FI Strategy, the FI Sponsor Coverage Team was established to focus on fund-level products for global Financial Sponsors, especially fund financing (including subscription facilities, ABLs, NAV and EBLs) and hedging (FX and rates and commodities) and to support the growth of asset level financing by the relevant product teams.
Coverage of PE Sponsors and the PE strategies of the global asset managers is managed by a separate team within FI Coverage who this team works very closely with this team. The FI Sponsor Coverage team has responsibility for expanding business with relevant Financial Sponsors by collaborating with various stakeholders not only from the Bank but also MUFG Securities and MUFG Trust Bank (Trust Bank), the two other pillars within the broader MUFG Group.
**MAIN PURPOSE OF THE ROLE**
This role will form an integral part of the FI Sponsor Coverage Team for Financial Sponsors/Alternative Asset Managers, with a view to achieving high quality revenue growth and product cross sell from this client base in order to deliver on one of the key pillars of the EMEA FI Strategy.
**Bank Entity:**
Relationship coverage of key Financial Sponsor clients in EMEA, working to co-ordinate across fund and investment asset level products to maximise strategic relationship value for the Bank. Originate new business within the Sponsor client set and manage the existing portfolio of relationships for ongoing requirements. This role will have a specific focus on Infrastructure and Credit dedicated funds or the Infrastructure and Credit strategies of the global multi strategy asset managers.
Support development of an end-to-end fund level product strategy for Sponsor clients as well as specifically drive asset level business with Infrastructure Funds working closely with Project Finance.
**Securities Entity:**
As above, including support development of end-to-end fund level client strategy for applicable Securities products for Financial Sponsors such as NAV lending and ABLs.
**KEY RESPONSIBILITIES**
**Bank entity**
+ Manage relationships with Financial Sponsors (particularly Infrastructure and Credit) clients, including identification of new business opportunities and ongoing day-to-day relationship requirements.
+ Self-confident with the ability to lead client meetings and arrange follow-ups with key product stakeholders
+ Produce account plans for key sponsor clients, working with senior coverage and product partners to determine relationship strategy and communicate to all stakeholders
+ Work with key product teams, particularly Project Finance, Fund Finance and Markets (FX and rates), to support the origination of new transactions and support all client related activities such as KYC.
+ Identify and understand client needs in order to develop client strategies for new product solutions. This includes working closely with the Global Structured Solutions (GSS) team to identify key target clients for NAV, ABLs, structured repos and other fund-level products.
+ Collaborate with internal stakeholders to ensure appropriate engagement and support to develop, secure and maximise multi-product, multi-jurisdiction relationships with Financial Sponsors
+ Analyse industry and financial drivers to ensure new and existing business has an appropriate risk profile, including working closely with credit risk colleagues
+ Maintain and develop a knowledge base of regulatory issues and industry developments relating to Financial Sponsor clients. Deliver thought leadership and insights to internal stakeholders and clients.
+ Build relationships throughout MUFG to establish a peer network, gather relevant information and help to ensure effective inter-departmental and cross-regional collaboration.
+ Provide guidance and review work of more junior colleagues to ensure accuracy and timeliness. Help to build deeper industry and product knowledge across the team
**Securities entity (as required)**
+ As outlined above. Particular focus on working closely with GSS (Global Structured Solutions) team to develop client strategy and originate new business utilising new products, such as NAV.
**WORK EXPERIENCE**
Essential:
+ Minimum 3-5 year track record of managing relationships, ideally Financial Sponsors/Funds or other Non-bank Financial Institutions, including experience originating or executing related products, ideally fund level finance or global markets transactions
+ Experience in Project Finance or Infrastructure and/or Credit Sponsors desirable
**SKILLS AND EXPERIENCE**
**Functional / Technical Competencies:**
+ Proven experience and interest in the alternative asset management sector, including related products
+ Commercial acumen, pitching and negotiation skills
+ Interpersonal and networking skills and the ability to work in a diverse team environment
+ Knowledge and skill working with Microsoft PowerPoint and Microsoft Excel.
+ Fluency in French (and other European languages) desirable but not essential
**Education / Qualifications:**
+ Bachelors Degree in Finance, Economics / related discipline, or equivalent qualifications. Masters Degree or CFA qualification desirable.
**PERSONAL REQUIREMENTS**
+ Excellent communication skills
+ Results driven, with a strong sense of accountability
+ A proactive, motivated approach.
+ The ability to operate with urgency and prioritise work accordingly
+ Strong decision making skills, the ability to demonstrate sound judgement
+ A structured and logical approach to work
+ Strong problem solving skills
+ A creative and innovative approach to work
+ Excellent interpersonal skills
+ The ability to manage large workloads and tight deadlines
+ Excellent attention to detail and accuracy
+ A calm approach, with the ability to perform well in a pressurised environment
+ Strong numerical skills
+ Excellent Microsoft Office skills
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

Noodle Talent Partners are delighted to be working with a fantastic Financial Services firm in Norwich, recruiting for the position of Financial Services Administrator , to join the team on a permanent basis.

Please note, existing experience within Financial Services is required.

Working Monday to Friday, 37.5 hours per week from Monday to Friday 9am-5pm. Part time may be considered if above 30 hours per week.

Within this roleyou will work within a close-knit, friendly administration team, providing support to Financial Advisors and ensuring client's receive an exceptional service at all times, coordinating administrative tasks and other ad-hoc tasks on a daily basis.

• Handling client communications and enquiries via email and phone, providing high standards of service whilst building strong relationships with partners and other contacts.
• Provide administrative and technical support to Advisers and the Partner, accurately managing administration tasks and client records
• Ensure compliance protocols are followed and assisting with compliance tasks
• Responsible for business submission using inhouse software
• Supporting with diary management and coordinating appointments
• Preparation of meeting documentation and follow up client meeting notes
• Processing updates to client records, handling documents and collating information to update client packs (mixture of both paper and digital)
• Ensuring smooth journeys for all clients and that every interaction is managed in a positive manner

We are looking for candidates with existing experience in financial services (IFA) at varying levels, with strong organisational and prioritisation skills,high levels of attention to detail, excellent communication skills, a friendly team-working attitude, and ability to use intiative to handle their workload effectively.

There could be opportunities to progress within this firm for the right candidate.

A generous package is on offer, including:

• Salary between 26,000-32,000 dependant on experience

• 20 days annual leave plus bank holidays, rising by 1 day per each year of service, upto 25 days
• 2 extra days leave at Christmas, at discretion of management
• After 2 years' service, you will receive your birthday off too if it falls on a weekday.
• Free Parking
• Eye Test Contribution
• Sick Pay Scheme
• Pension
• A supportive, friendly and motivating team

Please apply online with your updated CV as soon as possible if you're interested in this great opportunity.

Contact Nikki @ Noodle Talent Partners for more information.

Financial Services | IFA | Estate Planning | Wealth | Administration | Client Services

An Exciting 18-Month Graduate Programme in an Established Financial Service Business
Location: Belfast, hybrid (3 days per week in the office)
Start Date: 27 October 2025
Contract: Fully paid, fixed term for 18 months, with strong potential for permanent conversion

Over the course of 18 months, you will receive structured training, mentoring, and hands-on experience in client onboarding operations. You will work alongside experienced professionals from day one, take on meaningful responsibility, and build skills that enable progression into senior, specialist, or operational roles.

As a Financial Services Administrator, you will:

• Support the end-to-end onboarding of new clients, ensuring compliance and seamless process flow
• Engage with stakeholders internally to gather requirements, manage expectations, and drive onboarding readiness
• Prepare and maintain accurate documentation and records to regulatory and internal standards
• Resolve or escalate onboarding issues, delays, or risk points
• Contribute ideas to streamline onboarding processes and enhance efficiency

What We're Looking For:

• You might be a school leaver, recent graduate, early in your career, or looking for a change. You should bring:
• A Level or equivalent qualifications and GCSE Maths and English (Grade C or above) .
• Basic understanding of technology (i.e. Microsoft suite) .
• A high level of attention to detail and a strong focus on quality and experience following strict processes and requirements.
• Demonstrate an inquisitive nature, be inclined to investigate, identify issues and solve problems, and dig under the surface of challenges.
• Strong written and verbal communication skills.
• Ability to manage personal performance and willingness to take on board feedback.

Benefits:

• Work in a high-growth team that values your development and long-term career goals
• Gain early responsibility and direct exposure to client operations
• Build a solid foundation for a long-term career in professional services
• Alongside your starting salary, there will be a performance review every 6 months, with potential salary uplift at 12 months
• Paid-for training and ongoing development support through one-to-one coaching and access to our award-winning trainers
• Health cash plan
• Cycle to work scheme
  

Programme Benefits & Progression:

• Full pay as you undertake structured training in onboarding, compliance, stakeholder management, and process improvement
• Mentoring, coaching, and performance reviews every 6 months
• Opportunity to convert to a permanent role at the end of 18 months
• Clear progression routes: senior onboarding roles, operational leadership, or movement into compliance, risk, or transformation streams

If you think this fantastic opportunity is for you, please apply!

Interviewing from: 1st October 2025

Potential Start Date: 27th October 2025

Our client is a successful and well established Chartered IFA firm with branches all over the country

They are currently looking for a Financial Services Administrator to join the team in Gatwick

We will consider someone from a Pensions background or a provider background as long as you have good knowledge of the industry

The company is a market leading award winning IFA fim with great career opportunities and in this instance all training will be provided

We will consider inexperienced or experienced IFA Administrators for this role

The client is willing to pay up to 32000 maybe more for the right person and the chance of an immediate start

This is an office based role in Gatwick so please only apply if you can get to this location

This well-established wealth management organisation based on the outskirts of Woking are seeking a Financial Services Administrator to join their team. You will be joining a growing company that is eager to find an individual that will progress within the business and full training will be provided. Furthermore, this role will be fully office based, and you must be a car driver to commute to their location. A brilliant opportunity for a driven individual that is keen to progress within the financial services industry.

Job Title :    Financial Services Administrator

Job Type :    Permanent, full time

Location :    Woking, Surrey

Salary :    £23,000 - £6,000 per annum

Reference no :   15894

Financial Services Administrator – Benefits

• 25 days holiday plus bank holidays
• Company bonus scheme
• Car parking onsite
• Pension scheme
• Study support package

Financial Services Administrator – About The Role

In this role you will be reporting into the Operations Manager and will be working within a sub team of 3. You will be supporting the advisers with daily tasks to ensure a smooth client servicing process.  Your key responsibilities will be:

• Supporting the advisers with diary management and client communication, assisting with the administration of client meetings including identifying review meetings to be booked.
• Assisting with pre-meeting research and documentation including gathering information from client files, documents and valuations for the Financial Advisers and uploading to on-line client files as required.
• Assisting with any follow up actions from client meetings.
• Responsible for updates and maintenance of the CRM system, filing and other IT systems.
• Responsible for the administration of client information for the Partner/paraplanner, ensuring in all information is  gathered in a timely fashion and prepared fully before submitting to paraplanner to write case.
• Responsible for Letter of Authority’s - Delivering letters of authority to our prospects, chasing and compiling the data from providers onto a prospects file and liaising with SJP administration centres and external 3rd parties.
• Managing the client’s financial information and documents including collating information from various sources and updating/creating the Client Financial Review documents.
• Responsible for client facing compliance – completing various forms with client data.
• Preparing presentation documents for Partner & Adviser.
• Completion of various application forms and documentation on the client’s behalf and with their express permission.

The successful Financial Services Administrator will have:

• Experience or desire to work in the financial services industry is essential
• Strong communication skills
• Willing to study/develop in the industry

Howett Thorpe are acting as a recruitment agency in relation to this role and comply with all relevant UK legislation and do not discriminate on any protected characteristics. Due to the high volume of applications we currently receive, we are unable to respond to all candidates. If you do not hear from a Consultant within 5 working days, please assume that you have not been successful.

Refer a friend

If this job is not of interest to you, but you know a friend or colleague who may be interested, recommend them to us and receive a minimum of £100 in vouchers we assist them in securing a permanent role and a minimum of 5 in vouchers if we place them in a temporary assignment. (Terms & conditions apply)