What Jobs are available for Financial Institutions in the United Kingdom?

Showing 270 Financial Institutions jobs in the United Kingdom

Senior Credit Analyst - Financial Institutions

IGA Talent Solutions

Posted 1 day ago

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Job Description

IGA Talent Solutions are exclusively partnered with a major asset owner in the UK, seeking to hire a Senior Credit Analyst for their internal asset manager.


The asset owner has over £40bn in assets under management and an impressive track record of generating above market returns, in most market conditions. The fund has c. £10bn allocated to investment grade credit, spread across 4 portfolios. The fund invests in both public and private markets and invests directly and via best in class third party managers.


The credit analysis team supports the portfolio management function and is responsible for bottom-up analysis of both individual credits & sectors. As the allocation to credit continues to grow and the fund investigates new innovative asset types, we're looking to expand the team to 3 people and hire an experienced credit analyst to play a key role in the team.


The role is cover the asset managers coverage of financial institutions - banks, insurance companies, investment managers, non-banking financial institutions etc. Responsibilities include:


Credit Analysis

  • Play a key role in assessing credit quality across investment-grade portfolios.
  • Work closely with managers and rating agencies to stay ahead of market shifts.
  • Share clear, actionable insights that drive investment decisions.


Market Insights

  • Turn detailed analysis into big-picture views on sectors and the economy.
  • Spot emerging risks and opportunities to shape portfolio strategy.


Collaboration

  • Partner with portfolio managers and teams across ESG, Risk, and Legal to align analysis with our investment goals.
  • Help strengthen our credit monitoring and risk management framework.


We're looking for people with the following background:


  • 10+ years of experience in credit analysis for financial borrowers, with a strong knowledge of credit risk and financial analysis in the FIS sector
  • Extensive experience of Credit Research across a broad spectrum of sectors in GBP markets
  • Familiarity with private markets and financial modelling skills desirable, but not essential


The firm are based in London and operate a hybrid working policy, tilted towards time in the office (c. 4 days).


If you feel you're the right fit for the position and would like to find out more, please apply to the advert attaching a CV.

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Senior Credit Analyst - Financial Institutions

London, London IGA Talent Solutions

Posted 1 day ago

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Job Description

IGA Talent Solutions are exclusively partnered with a major asset owner in the UK, seeking to hire a Senior Credit Analyst for their internal asset manager.


The asset owner has over £40bn in assets under management and an impressive track record of generating above market returns, in most market conditions. The fund has c. £10bn allocated to investment grade credit, spread across 4 portfolios. The fund invests in both public and private markets and invests directly and via best in class third party managers.


The credit analysis team supports the portfolio management function and is responsible for bottom-up analysis of both individual credits & sectors. As the allocation to credit continues to grow and the fund investigates new innovative asset types, we're looking to expand the team to 3 people and hire an experienced credit analyst to play a key role in the team.


The role is cover the asset managers coverage of financial institutions - banks, insurance companies, investment managers, non-banking financial institutions etc. Responsibilities include:


Credit Analysis

  • Play a key role in assessing credit quality across investment-grade portfolios.
  • Work closely with managers and rating agencies to stay ahead of market shifts.
  • Share clear, actionable insights that drive investment decisions.


Market Insights

  • Turn detailed analysis into big-picture views on sectors and the economy.
  • Spot emerging risks and opportunities to shape portfolio strategy.


Collaboration

  • Partner with portfolio managers and teams across ESG, Risk, and Legal to align analysis with our investment goals.
  • Help strengthen our credit monitoring and risk management framework.


We're looking for people with the following background:


  • 10+ years of experience in credit analysis for financial borrowers, with a strong knowledge of credit risk and financial analysis in the FIS sector
  • Extensive experience of Credit Research across a broad spectrum of sectors in GBP markets
  • Familiarity with private markets and financial modelling skills desirable, but not essential


The firm are based in London and operate a hybrid working policy, tilted towards time in the office (c. 4 days).


If you feel you're the right fit for the position and would like to find out more, please apply to the advert attaching a CV.

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Associate Principal, Financial Institutions Consulting

London, London IQVIA

Posted 17 days ago

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Job Description

**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
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VP , Business Development Financial Institutions

Fiserv

Posted 2 days ago

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Job Description

**Calling all innovators - find your future at Fiserv.**
We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv.
**Job Title**
VP , Business Development Financial Institutions
**What does a successful VP, Business Development Financial Institutions do?**
As the VP, Business Development Financial Institutions, you will play a key role in establishing and developing relationships with prospect clients in the UK.
You will create meaningful relationships, at all levels in the Financial Institution, but also across other influencers in the business, serve as their primary point of contact, ensure they are up to date regarding Fiserv's offering and global payment innovation trends, and new opportunities are identified and pursued. Your focus will be on understanding clients' needs and pain points and how Fiserv can help them addressing those:
**What you will do?**
+ Develop a strong pipeline of new opportunities with Financial Institutions (cards issuers and/or merchant acquirers) in _UK_ to offer Fiserv products, mainly our Issuer and Acquirer processing solutions.
+ Lead business and technology presentations/pitches, RFx processes and any new opportunity arising from the prospecting activities.
+ Liaise with all other Fiserv areas, at all levels in the organization, in configuring optimal technical and commercial proposals for our prospect clients.
+ Lead commercial and contract negotiations with prospect clients, and internally, from inception to closing (executive level decision making, technology, operations, compliance, finance and legal stakeholders)
+ Develop and maintain strong thought leadership relationships with strategic advisory and IT consulting firms, card schemes, domestic processors, POS manufacturers and, in general, all participants in the cards industry across the value chain.
+ Stay current on industry trends and competitive landscape to provide informed guidance to both Fiserv internal areas and prospect clients.
**What you will need to have?**
+ Proven extensive experience in sales, business development, or products in the financial services industry, preferably in the cards space, whether at issuing and/or acquiring banks or technology vendors.
+ Proactive and results-driven mindset with a strong degree of resiliency; able to work independently and collaboratively as part of a team.
+ Strong problem-solving skills and a customer-centric approach focused on fostering long-term client relationships at all levels.
+ Excellent interpersonal and communication skills, capable of building trust internally and with prospective clients while managing clear account-level stakeholder plans.
+ Proven track record of meeting or exceeding sales targets, along with excellent organizational skills, attention to detail, and proficiency in Microsoft Office Suite and CRM software.
Thank you for considering employment with Fiserv. Please:
+ Apply using your legal name
+ Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).
**Our commitment to Diversity and Inclusion:**
Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.
**Note to agencies:**
Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.
**Warning about fake job posts:**
Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.
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Manager, Financial Institutions Consulting | Life Sciences

London, London IQVIA

Posted 14 days ago

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Job Description

**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
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Senior Analyst Financial Institutions and Alternative Funds

London, London S&P Global

Posted 11 days ago

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Job Description

**About the Role:**
**Grade Level (for internal use):**
11
**The Team:**
You will be part of a dynamic and collaborative team environment working across the Financial Institutions (FI) Team with colleagues based in London, Paris, Dublin, Madrid, and Milan. Reporting to the Analytical Manager for FI and Alternative Investment Funds (AIFs), the team is an integral part of the EMEA Financial Services and Sovereign Group. Your role will involve building strong relationships with peers and contributing to a culture of excellence and innovation.
**The Impact:**
The successful applicant will significantly enhance our ability to efficiently and effectively serve our clients by demonstrating exceptional analytical skills and the capacity to provide relevant, insightful, and compelling analysis. You will play a crucial role in shaping the credit ratings landscape by delivering high-quality reports and insights that influence decision-making at the highest levels.
**What You Stand to Gain:**
This role offers a high level of analytical challenge and professional growth opportunities. You will gain direct exposure to top management of banks and leading global investors and have the opportunity to work on research across different European and global markets in collaboration with leading industry experts. The position provides a platform to deepen your expertise in credit analysis and broaden your understanding of various asset types **.**
**Responsibilities:**
+ Manage the end-to-end ratings process for UK Banks, NBFI, and Alternative Investment Funds, acting as the primary contact for issuers and handling daily analytical relationships.
+ Lead meetings with companies' top management and prepare materials for presentation to the S&P rating committee, ensuring a thorough understanding of the rating outcomes.
+ Publish high-quality, forward-looking rating reports and author or co-author research pieces that provide deep insights into the sector.
+ Communicate thought leadership and credit stories through various channels, including publications, speeches, conference presentations, media interviews, and social media, in coordination with the Sector Lead and Analytical Manager.
+ Incorporate forward-looking views into your research and presentations, considering dynamically changing parameters such as ESG, digital disruption, and transformation of business models.
+ Identify internal innovation and process improvements to continuously enhance the work environment and analytical processes.
+ Promote a positive team atmosphere by being a team player and upholding analytical and client service excellence.
**What We're Looking For:**
+ Bachelor's degree in engineering, Mathematics, Physics, Business, Finance, Economics, or a related field.
+ 3-5 years of experience in the FI/Fund Finance space, with relevant industry experience in securitization, CLO, or credit analysis.
+ Demonstrate good understanding of the Financial Institutions business models, reporting, securitization and financial markets. Prior exposure in Fund Finance will be an advantage
+ Strong numerical and analytical skills, with the ability to interpret large volumes of data.
+ Excellent communication skills, both verbal and written, in English.
+ Proactive and self-starting attitude, with the ability to work under tight deadlines in a fast-paced, global environment.
+ Team player with strong interpersonal skills and the ability to manage multiple tasks effectively.
+ Attention to detail and ability to synthesize complex information into clear, actionable insights.
+ Experience in managing and interpreting data for analytical purposes.
+ Solid time management skills and the ability to multi-task in a dynamic environment.
#LI-EY1
**About S&P Global Ratings**
At S&P Global Ratings, our analyst-driven credit ratings, research, and sustainable finance opinions provide critical insights that are essential to translating complexity into clarity so market participants can uncover opportunities and make decisions with conviction. By bringing transparency to the market through high-quality independent opinions on creditworthiness, we enable growth across a wide variety of organizations, including businesses, governments, and institutions.
S&P Global Ratings is a division of S&P Global (NYSE: SPGI). S&P Global is the world's foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world's leading organizations navigate the economic landscape so they can plan for tomorrow, today.
For more information, visit In It For** **You?**
**Our Purpose:**
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
**Our People:**
We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.
From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
**Our Values:**
**Integrity, Discovery, Partnership**
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of **integrity** in all we do, bring a spirit of **discovery** to our work, and collaborate in close **partnership** with each other and our customers to achieve shared goals.
**Benefits:**
We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global.
Our benefits include:
+ Health & Wellness: Health care coverage designed for the mind and body.
+ Flexible Downtime: Generous time off helps keep you energized for your time on.
+ Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
+ Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
+ Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
+ Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference.
For more information on benefits by country visit: Hiring and Opportunity at S&P Global:**
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
S&P Global has a Securities Disclosure and Trading Policy ("the Policy") that seeks to mitigate conflicts of interest by monitoring and placing restrictions on personal securities holding and trading. The Policy is designed to promote compliance with global regulations. In some Divisions, pursuant to the Policy's requirements, candidates at S&P Global may be asked to disclose securities holdings. Some roles may include a trading prohibition and remediation of positions when there is an effective or potential conflict of interest. Employment at S&P Global is contingent upon compliance with the Policy.
**Recruitment Fraud Alert:**
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here ( .
---
**Equal Opportunity Employer**
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to:   and your request will be forwarded to the appropriate person. 
**US Candidates Only:** The EEO is the Law Poster   describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - - Middle Professional (EEO Job Group) (inactive), 20 - Professional (EEO-2 Job Categories-United States of America), RATNGS202.2 - Middle Professional Tier II (EEO Job Group)
**Job ID:**
**Posted On:**
**Location:** London, United Kingdom
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Solutions Architect - Financial Services, Global Financial Services

London, London Amazon

Posted 16 days ago

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Job Description

Description
AWS is looking for an experienced Solutions Architect to help advise our Financial Services customers on how to best adopt and leverage the value of AWS technology. This is an ideal role for someone with some experience in the FSI industry, looking to learn and grow in financial services applications and infrastructure and that brings a solid understanding of the transformational value cloud technologies can provide.
Key job responsibilities
In this role, you will serve as a core member of the Financial Services team, and play a key role in executing our go-to-market strategy. You will engage with customers to develop technical solutions and value propositions leveraging the power of AWS cloud technology.
About the team
AWS values diverse experiences. Even if you do not meet all of the preferred qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn't followed a traditional path, or includes alternative experiences, don't let it stop you from applying.
Basic Qualifications
- Bachelor's degree in computer science, engineering, mathematics or equivalent, or experience in a professional field or military
- Experience in IT development or implementation/consulting in the software or Internet industries
- Experience within specific technology domain areas (e.g. software development, cloud computing, systems engineering, infrastructure, security, networking, data & analytics).
- Experience in design, implementation, or consulting in applications and infrastructures
- Experience communicating across technical and non-technical audiences, including executive level stakeholders or clients
- Experience working effectively across cross-functional teams and partnering well with people at all levels within an organization
Preferred Qualifications
- Experience with AWS technologies
- Experience migrating or transforming legacy customer solutions to the cloud
Amazon is an equal opportunities employer. We believe passionately that employing a diverse workforce is central to our success. We make recruiting decisions based on your experience and skills. We value your passion to discover, invent, simplify and build. Protecting your privacy and the security of your data is a longstanding top priority for Amazon. Please consult our Privacy Notice ( ) to know more about how we collect, use and transfer the personal data of our candidates.
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
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About the latest Financial institutions Jobs in United Kingdom !

Financial Services Administrator

Wiltshire, South West £28000 - £31000 Annually Thrive Group

Posted 2 days ago

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Job Description

permanent

Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis.

What you will be doing:

Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for :

  • General correspondence with both clients and policy providers
  • Submitting any new business on behalf of clients
  • Facilitating the annual review process for clients
  • Processing new client information in preparation for their first report meeting
  • Preparation of client reports

What you will need in order to succeed:

  • Previous experience working within financial services within pensions / investment or insurance essential
  • A background supporting an IFA or technical experience within a financial services organisation
  • First rate communication skills face to face, over the phone and email
  • Excellent attention to detail and ability to work to deadlines and under pressure
  • RO1, CF1, FA1 or equivalent would also be beneficial
  • A good range of IT skills

What you will receive in return:

  • To 31,000 per annum (DOE)
  • Quarterly Bonus scheme (based on company and personal performance)
  • Excellent benefits including health cover
  • Monday to Friday - 37.5 hours per week *100% office based*
  • Training and support within this successful and expanding firm

What you need to do next:

If you are interested in being considered for this position then please email (url removed)

Thrive Group are acting as an employment business in relationship to this vacancy.

If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion.

PRmsth

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Financial Services Administrator

Antrim, Northern Ireland £28000 - £35000 Annually Brook Street

Posted 2 days ago

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Job Description

permanent

Are you an experienced Financial Services Administrator looking to join a forward-thinking, client-focused financial planning firm? If you have a passion for providing exceptional support in pensions and investments, then Brook Street want to hear from you.

We are currently recruiting for a well-established financial planning who firm has built a strong reputation across Northern Ireland for delivering high-quality, tailored advice to personal and corporate clients. With a consistent track record of top-rated client feedback and industry recognition, they specialise in:

  • Retirement Planning
  • Cash Flow Modelling
  • Investments & Protection
  • Estate Planning

Their mission is simple: to help clients take control of their financial future through clear, proactive and expert guidance at every life stage.

The Role
As a Financial Services Administrator, you will play a vital role in supporting the advisory team by ensuring clients receive a seamless and efficient service.

Financial administrator (pensions and investments) duties as follows:

  • Prepare Suitability Reports (new business)
  • Prepare client review reports (pre and post)
  • Prepare new business, including application forms and online provider systems
  • Chase ongoing cases/outstanding LOAs and TOAs
  • Place new plans on risk
  • Liaise with policy providers and their systems to obtain data/research
  • Ensure Compliance Procedures are adhered to at all times
  • Ensure Data Protection and Confidentiality policy is adhered to at all times
  • Ensure all compulsory, industry testing is completed within specified timescales
  • Provide general support to the team and undertake any other duties as requested

Administrative Duties

To provide administrative support to team as follows:

  • Provide general support to the team as a whole
  • Preparation of client meeting folders/documentation
  • Any other general administrative duties as required

Essential Criteria

  • Minimum of 2 year's experience working in an administrative role within an Independent Financial Adviser (IFA) environment
  • Solid understanding of pensions and investments
  • High proficiency in Microsoft Office (Word, Excel, Outlook)
  • Strong attention to detail, organisational and analytical skills
  • Knowledge of data protection regulations
  • Clear and professional communication - written and verbal
  • Ability to follow processes and take initiative when needed

Desirable:

  • Experience using Xplan (or similar CRM/platform)


Your Personal Attributes

  • Proactive, organised, and detail-oriented
  • Able to work independently and as part of a collaborative team
  • Strong multitasking abilities and time management
  • Excellent grammar, spelling, and written communication


Benefits

  • Competitive salary: 26,000 - 35,000 (based on experience)
  • 20 days annual leave plus statutory holidays
  • Market-leading pension scheme
  • Private medical insurance
  • Income protection and life cover
  • Free on-site parking at both locations
  • Supportive, people-first working environment with a strong team culture



If you're ready to bring your financial services experience to a firm that truly values its team and clients, apply today - click on the link and send the CV to Colleen Farquharson

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

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Financial Services Administrator

Wiltshire, South West £28000 - £31000 Annually CMD Recruitment

Posted 2 days ago

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Job Description

permanent

Financial Services Administrator
Full Time & Permanent
Trowbridge - Office Based
Up to 31,000 + Bonuses + Benefits

Have you gained good administration experience within a Financial Services environment?
Perhaps you have provided administration support to IFAs?
Interested in joining a growing firm that like to develop their staff?

Our client is a growing financial services practice that specialise in giving expert financial planning advice to Business Owners and Private Clients.
They now seek a dedicated, full time Administrator to join their friendly, busy and vibrant Service Team. They are an established company with big ambitions, so it is normal practice to encourage individuals to develop ongoing 'value adding' projects alongside their everyday responsibilities.

Their programme trains and mentors the candidate for three months, where they will be expected to work in multiple roles within the department, to get a true feel for how the company operates and evolves. In this way, the candidate should be confident in their ability to be flexible and adaptable.

Day to day responsibilities include:

  • Communicating with policy providers
  • Submitting new business
  • Facilitating the annual review process

The successful candidate will demonstrate high interpersonal and organisation attributes and be ready to support the rapid growth of this dynamic Financial Planning practice.

High level of experience in administration within a financial sector is required for this role.

For example:

  • Has worked/working for an IFA
  • Part of a technical team within a financial services company
  • Administration role within pensions / investments / insurance
  • Excellent IT skills in MS Word & Excel
  • Professional telephone manner and superb customer service skills


Thanks for your application! Successful candidates will be contacted within 7 working days of their applications. Should you not hear from us within this time, please assume that your application was unfortunately unsuccessful.

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