Associate Principal, Financial Institutions Consulting

London, London IQVIA

Posted 22 days ago

Job Viewed

Tap Again To Close

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
This advertiser has chosen not to accept applicants from your region.

Vice President,Sponsor Coverage - Financial Institutions

London, London MUFG

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

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/SECTIONThe 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 RESPONSIBILITIESBank entityManage 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 stakeholdersProduce account plans for key sponsor clients, working with senior coverage and product partners to determine relationship strategy and communicate to all stakeholdersWork 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 SponsorsAnalyse industry and financial drivers to ensure new and existing business has an appropriate risk profile, including working closely with credit risk colleaguesMaintain 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 teamSecurities 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 EXPERIENCEEssential: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 transactionsExperience in Project Finance or Infrastructure and/or Credit Sponsors desirableSKILLS AND EXPERIENCEFunctional / Technical Competencies:Proven experience and interest in the alternative asset management sector, including related productsCommercial acumen, pitching and negotiation skillsInterpersonal and networking skills and the ability to work in a diverse team environmentKnowledge and skill working with Microsoft PowerPoint and Microsoft Excel.Fluency in French (and other European languages) desirable but not essentialEducation / Qualifications:Bachelors Degree in Finance, Economics / related discipline, or equivalent qualifications. Masters Degree or CFA qualification desirable.PERSONAL REQUIREMENTSExcellent communication skillsResults driven, with a strong sense of accountabilityA proactive, motivated approach.The ability to operate with urgency and prioritise work accordinglyStrong decision making skills, the ability to demonstrate sound judgementA structured and logical approach to workStrong problem solving skillsA creative and innovative approach to workExcellent interpersonal skillsThe ability to manage large workloads and tight deadlinesExcellent attention to detail and accuracyA calm approach, with the ability to perform well in a pressurised environmentStrong numerical skillsExcellent Microsoft Office skillsWe 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.
This advertiser has chosen not to accept applicants from your region.

Manager, Financial Institutions Consulting | Life Sciences

London, London IQVIA

Posted 19 days ago

Job Viewed

Tap Again To Close

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
This advertiser has chosen not to accept applicants from your region.

Vice President, Sponsor Coverage - Financial Institutions

London, London MUFG

Posted 22 days ago

Job Viewed

Tap Again To Close

Job Description

**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
This advertiser has chosen not to accept applicants from your region.

Financial Services Administrator

Surrey, South East £28000 - £32000 Annually Astral Recruitment

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

permanent

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 advertiser has chosen not to accept applicants from your region.

Financial Services Administrator

Surrey, South East £23000 - £26000 Annually Howett Thorpe

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

permanent

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)

This advertiser has chosen not to accept applicants from your region.

Financial Services Team Leader

Surrey, South East £30000 - £33000 Annually Howett Thorpe

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

permanent

This well-established wealth management organisation based on the outskirts of Woking are seeking a Financial Services Team Leader to join their team. You will be joining a growing company that is eager to find an individual that has previous experience within a SJP Practice. Furthermore, this role will be fully office based however with some potential for hybrid working, and you must be a car driver to commute to their location. A brilliant opportunity for a driven individual that is keen to find their next role within the financial services industry.

Job Title :    Financial Services Team Leader

Job Type :    Permanent, full time

Location :    Woking, Surrey

Salary :    £30,000 - £5,000 per annum

Reference no :   15895

Financial Services Team Leader – Benefits

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

Financial Services Team Leader – About The Role

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

  • Overseeing the administration team and supporting the wider business.
  • 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.
  • Support Partner in business submission.
  • 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 Team Leader will have:

  • 2-3 years’ experience within a St James Place practice
  • Aspirations to develop into a managerial role
  • 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 if e 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)

This advertiser has chosen not to accept applicants from your region.
Be The First To Know

About the latest Financial institutions Jobs in London !

Legal Consultant - Financial Services

London, London Fieldfisher Condor

Posted today

Job Viewed

Tap Again To Close

Job Description

contract
Condor Resourcing is the ‘people’ resource of Fieldfisher Condor's suite of solutions. We address a need when organisations find their in-house legal resources stretched, or there is a need for a lawyer with specific technical skills for a task or project. We support Legal Consultants who are looking for a varied and flexible career, without sacrificing on quality of work, all with the support of European law firm. We are currently seeking an increased demand from our financial services clients and as such we are looking to connect with Legal Consultants in this sector. In particular we are seeing demand for the following skill sets; Derivatives Structured Finance Securitisation The level of responsibility offered in our current roles is best suited to lawyers with a minimum of 3PQE, with a solutions driven and collaborative approach. Whether you are an experienced consultant or are a lawyer considering your first interim role, please get in touch to learn more about our flexible resourcing platform.
This advertiser has chosen not to accept applicants from your region.

Commercial Lawyer - Financial Services

London, London Konexo Legal Resourcing

Posted today

Job Viewed

Tap Again To Close

Job Description

About Konexo and Eversheds Sutherland Eversheds Sutherland is a global law firm with 74 offices across 35 countries worldwide committed to delivering client service excellence. As a full service law practice, Eversheds Sutherland acts for many sectors across the UK, Europe, Middle East, Africa, Asia and the US providing legal advice to clients in each of its practice areas including Real Estate, Corporate Finance, Commercial Advisory, Employment, Labour and Pensions, Litigation and Dispute Management. Konexo is an established alternative legal services division of Eversheds Sutherland, created to meet client demand for high quality, interim legal, HR and compliance professionals. Konexo Legal Resourcing is a well-established and fast growing team created to meet demand for high quality interim lawyers, paralegals and legal project managers to support both clients and internal Eversheds Sutherland teams. Commercial Lawyers Konexo Legal Resourcing is receiving an increased demand for interim Commercial Lawyers to support our in-house clients which include some of the largest FTSE100 companies. We are keen to speak to qualified lawyers with a Commercial background who are at least 4-5 years PQE with Financial Services experience. What you should have: Experience of commercial contract management and negotiation with proven ability to manage projects, negotiations and relationships with third parties and external advisers. Experience reviewing, drafting and negotiating a wide range of agreements and providing legal advice on business issues. Agreements include: supplier, distribution, software licensing and outsourcing, procurement, major IT outsourcing projects. Familiar with the EBA outsourcing guidelines and the service requirements specified by the PRA. Review and remediation of service agreements Excellent attention to detail and the ability to work accurately under pressure, meet deadlines, trouble shoot and problem solve in a creative and innovative manner. Ability to manage a varied workload with minimal direction with effective legal risk management and appropriate escalation of legal risk. The benefits of joining Konexo Legal Resourcing: Our flexible resourcing model means you can choose how and when you work. People approach us for a whole range of reasons - they might be seeking a better work-life balance, the ability to develop their legal career whilst also having the time to pursue other interests, or they may simply want a way of working that offers greater control and flexibility that more traditional models don't provide. You will have access to high quality legal work, helping to consolidate on your experience and develop your career. We have full time, part time and more flexible ad-hoc hourly opportunities, with many of our roles offering hybrid or remote working. What you get: The backing and support of a leading global law firm. Access to Partner support and other subject matter expert support within the firm throughout the placement. Access to the firm's knowledge systems, CPD training and webinars. Access to online know-how resources, such as PLC. You will be invited to Konexo's in-person and virtual networking events, in addition to firmwide webinars and events. We are one of the first law practices to enter the flexible legal resourcing market, we have a wealth of experience in placing legal professionals both with Eversheds Sutherland teams and with international clients across a variety of sectors. If you want to take charge of your career, work with a global law firm and some of the best companies in the world, then we would love to hear from you! Due to the volume of responses we receive, unfortunately if you have not heard back from us within 4 weeks of applying, we are not progressing your application. Please feel free to review our vacancies at for roles in the future as this is updated frequently.
This advertiser has chosen not to accept applicants from your region.

Regulatory Lawyer, Financial Services

London, London Taylor Root

Posted today

Job Viewed

Tap Again To Close

Job Description

Our Client A growing financial services trading firm, currently outperforming their peers, is seeking a 4/5PQE Regulatory lawyer to support on EMEA matters The successful candidate will be the dedicated lawyer providing strategic legal advice on existing and new products and all related regulations applicable to the business. Key Responsibilities: Lead for regulatory legal advice across the firm from a retail consumer perspective. Provide strategic regulatory legal advice on the structure, operation, and marketing of their products. Horizon scanning and advising on upcoming regulatory change and reforms in relation to wholesale markets in the UK and EU, Collaborate with internal teams, including compliance, risk, technology, and product development. Manage relationships with external legal counsel Qualifications: 4PQE Qualified lawyer with experience working in a law firm or tech/fintech, bank/investment manager or wealth management firm Regulatory Lawyer with advisory experience Experience advising on investment / wealth management products Proactive, and able to thrive in a fast-paced, innovative environment. *Candidates with equivalent experience outside of the PQE will be considered for this role.
This advertiser has chosen not to accept applicants from your region.
 

Nearby Locations

Other Jobs Near Me

Industry

  1. request_quote Accounting
  2. work Administrative
  3. eco Agriculture Forestry
  4. smart_toy AI & Emerging Technologies
  5. school Apprenticeships & Trainee
  6. apartment Architecture
  7. palette Arts & Entertainment
  8. directions_car Automotive
  9. flight_takeoff Aviation
  10. account_balance Banking & Finance
  11. local_florist Beauty & Wellness
  12. restaurant Catering
  13. volunteer_activism Charity & Voluntary
  14. science Chemical Engineering
  15. child_friendly Childcare
  16. foundation Civil Engineering
  17. clean_hands Cleaning & Sanitation
  18. diversity_3 Community & Social Care
  19. construction Construction
  20. brush Creative & Digital
  21. currency_bitcoin Crypto & Blockchain
  22. support_agent Customer Service & Helpdesk
  23. medical_services Dental
  24. medical_services Driving & Transport
  25. medical_services E Commerce & Social Media
  26. school Education & Teaching
  27. electrical_services Electrical Engineering
  28. bolt Energy
  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
View All Financial Institutions Jobs View All Jobs in London