174 Vice President Investment Banking jobs in the United Kingdom
Vice President, Investment Banking, Healthcare
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London, United Kingdom
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**Job Title:** Vice President, Investment Banking, Healthcare
**Corporate Title** : Vice President
**Location:** London
**Company Overview:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
**Location Overview:**
Our London office is based just a stone's throw from the magnificent St. Paul's Cathedral on bustling King Edward Street. Here you'll find modern workspaces and a state-of-the-art auditorium space. In addition, we're proud to host an onsite restaurant and several artisan coffee shops that share our commitment to sustainability by providing delicious seasonal menus which have been created with the planet in mind. Make sure to take time for yourself and head up to our rooftop terrace and take in the spectacular views across London. Finally, your physical wellness is well-catered for with our onsite gym facilities and medical centre.
**Role Description** **:**
This position sits within Bank of America's Healthcare Investment Banking team based in London. This team has an outstanding track record and typically ranks as one of the top 3 healthcare investment banking teams in EMEA by market share. We are looking to invest in our bench of coverage officers spanning all industry sub-verticals; Pharmaceuticals, Pharma Services, MedTech and Services. As a Vice President you will work directly with clients in one or more of these sub-verticals, alongside our senior coverage officers to build relationships, provide strategic advice and quarterback transactions across M&A, equity and credit. Our aim is to become deeply entrenched with our clients and act as their trusted advisors; we believe this journey starts early in our bankers' careers and that the VP role is a crucial stepping stone along the way. We have a fantastic culture and working environment and are looking for a top performing banker with the right balance of strategic, financial and social skills to further accelerate our business in EMEA Healthcare.
**Responsibilities** **:**
+ Begin building relationships to generate deals and bring in business opportunities
+ Be responsible for execution of clients' mandates in particular in M&A and IPOs
+ Act as the central quarterback between our clients, other advisors, and internal partners
+ Manage and develop junior resources (Analyst and Associate) across the global franchise
+ Ensure our activities are conducted in a compliant manner that manages risk appropriately
+ Be responsible for the attraction, development and mentorship of junior talent
**What we are looking for** **:**
+ Relevant experience and expertise in Healthcare investment banking
+ Experience of managing transaction teams across sellside /buyside/ public M&A
+ Experience in developing best in class marketing and pitch materials
+ Outstanding analytical skills
+ Meticulous attention to detail, diligence and conscientiousness
+ Strong interpersonal communication skills
+ In depth experience of delivering investment banking products and advisory services
+ Team player - evidence of having built, developed and led teams
**Benefits of working at Bank of America:**
**UK**
- Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner
- Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons
- 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum
- The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc.
- Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services.
- Access to an Employee Assistance Program for confidential support and help for everyday matters
- Ability to donate to charities of your choice directly through payroll and the bank will match your contribution
- Opportunity to access our Arts & Culture corporate membership program and receive discounted entry to some of the UK's most iconic cultural institutions and exhibitions.
- Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.
**Bank of America:**
Good conduct and sound judgment is crucial to our long term success. It's important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.
We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience.
We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Vice President, Investment Banking, TMT, London
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Job Description
London, United Kingdom
**To proceed with your application, you must be at least 18 years of age.**
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**Job Title:** Vice President, Investment Banking, TMT
**Corporate Title** : Vice President
**Location:** London
**Company Overview:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
**Location Overview:**
Our London office is based just a stone's throw from the magnificent St. Paul's Cathedral on bustling King Edward Street. Here you'll find modern workspaces and a state-of-the-art auditorium space. In addition, we're proud to host an onsite restaurant that shares our commitment to sustainability by providing delicious seasonal menus which have been created with the planet in mind. Make sure to take time for yourself and head up to our rooftop terrace and take in the spectacular views across London. Finally, your physical wellness is well-catered for with our onsite gym facilities and medical centre.
**Role Description:**
This position sits within Bank of America's Telecom, Media and Technology Investment Banking team based in London. As a Vice President in the TMT team, you will participate in the full cycle of transaction execution including idea generation, preparation of client materials, reviewing and creating financial analysis. As a Vice President you will gain significant exposure to the Tech, Media and Telecoms sector working with clients across EMEA, senior bankers, peers and expand your analytical and communications capabilities.
**Responsibilities:**
+ Begin building relationships to generate deals & bring in business
+ Responsible for execution of clients mandates in particular in M&A and IPOs
+ Central point of contact between: clients, advisors, and lawyers involved in all deals
+ Manage and develop direct junior (Analyst and Associate) resources and activities across the global franchise in order to deliver the Bank's products and services to the client
+ To ensure the Bank's activities are conducted in a compliant and risk free manner
+ Responsible for the attraction and development of junior talent
**What we are looking for:**
+ Experience of managing transaction teams across sellside /buyside/ public M&A
+ Experience in managing the marketing efforts across our target clients and creating relevant content
+ Relevant experience and expertise across Telecom, Media or Technology coverage
+ Excellent analytical skills are required
+ Meticulous attention to detail, diligence and conscientiousness
+ Strong interpersonal communication skills
+ In depth experience of delivering investment banking products and advisory services to clients
+ Team player - evidence of having built, developed and led teams
**Benefits of working at Bank of America:**
**UK**
- Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner
- Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons
- 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum
- The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc.
- Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services.
- Access to an Employee Assistance Program for confidential support and help for everyday matters
- Ability to donate to charities of your choice directly through payroll and the bank will match your contribution
- Opportunity to access our Arts & Culture corporate membership program and receive discounted entry to some of the UK's most iconic cultural institutions and exhibitions.
- Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.
**Bank of America:**
Good conduct and sound judgment is crucial to our long term success. It's important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.
We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience.
We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Vice President, Credit Analysis (Japanese Corporate & Investment Banking Department)
Posted today
Job Viewed
Job Description
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
**OVERVIEW OF THE DEPARTMENT/SECTION**
Japanese Corporate Banking Division (London) is a front office in charge of business development of customers located in United Kingdom, Ireland and other demarcated countries in EMEA of which ultimate parents are Japanese Corporates.
Credit analyst team sits within the Corporate Banking Department together with the relationship management team, and its main responsibilities is to support the existing credit related businesses as well as origination of new credit businesses.
**NUMBER OF DIRECT REPORTS**
None
**MAIN PURPOSE OF THE ROLE**
+ The role will require an ability to meet specific deadlines for the facility and borrower rating renewals of existing customers, as well as to be able to respond to an urgent ad-hoc request from the customer/RM's requests, any credit related support including documentation process to be given for the origination of new businesses.
+ Responsible for supervising the team members for the execution of objective analysis in respect of credit granting and credit control and to support relationship managers with the credit risk management queries while ensuring and providing a high level of (internal) customer service in line with agreed procedures and service standards.
**KEY RESPONSIBILITIES**
+ Perform submission of credit and borrower rating applications as well as other monthly and quarterly reports for the complex customers and core customer groups in line with the Bank's global rules on a timely manner.
+ Provide high quality credit analysis and monitoring for the assigned customers within Japanese Corporate Banking Division (London) along with the specific sector/industry analysis in order to submit applications and relevant reports.
+ Collaborate with other branches/offices, primary offices and credit division to deliver the transaction to meet the customers' needs.
+ Managing the daily workflow processed by the team effectively by coordinating with the team leader of credit analyst team the available resource and monitoring workflow. Provide assistance where the additional resources are required.
+ Develop and enhance the skillset of the team by reviewing applications and reports prepared by each team members and assist them to complete before circulating to the relationship management team to ensure sufficient quality is maintained and to ensure compliance to rules, policies and procedures of the Bank.
+ Maintain awareness of developing market sector and business trends in EU/Europe and on a world-wide basis.
+ Undertake and support various credit related tasks as directed by the team leader of credit analyst team, as well as the Department Head and the senior management.
+ Drive ongoing process improvement activities by identifying opportunities to increase efficiency, accuracy and collaborative working with particular attention to the quality of credit risk analysis.
+ Provide assistances and training to implementation of processes and standards for JCBD credit risk space to ensure compliance with internal and external regulations and guidelines.
+ Demonstrate MUFG's values, specifically operate with integrity, professionalism and strong teamwork within JCBD.
**WORK EXPERIENCE**
+ Relevant experience in credit analysis in subsidiary banking business for large/medium sized Japanese Corporates
+ Required knowledge and experience in managing credit risks, including but not limited to understanding for risks for certain sector/country/industries, risks for different products and understanding of credit documentation terminologies.
+ Experience in managing teams, interpreting and delivery against divisional strategic objectives
**SKILLS AND EXPERIENCE**
**Functional / Technical Competencies:**
+ Thorough knowledge of credit and risk management, MUFG credit processes and procedures (or similar experience in another organization.), onboarding and originating credit facilities as well as understanding of regulatory requirements.
+ Strong analytical and numeracy skills with a good attention to detail, strong customer focus, sound organizational, interpersonal and networking skills.
+ Problem-solving skills with ability to manage various tasks and work towards tight deadlines.
+ Global perspective, demonstrating inclusiveness through an appreciation of different perspectives and diversity.
+ Sound knowledge and practical skills for Windows, MS Office (Word, Excel, Access, PowerPoint) Microsoft Outlook.
+ Verbal and written communication skills in English and Japanese are essential.
**Education / Qualifications:**
+ Degree Level and/or relevant industry expertise
**PERSONAL REQUIREMENTS**
+ Candidate must be aware of Japanese working culture and its demand
+ Excellent communication and interpersonal skills
+ Results driven, with a strong sense of accountability
+ A proactive, motivated approach
+ The ability to operate with urgency and prioritize work accordingly
+ The ability to demonstrate sound judgement
+ Strong problem-solving skills
+ The ability to manage large workloads and tight deadlines
+ A calm approach with the ability to perform well in a pressurized environment
+ Excellent attention to detail and accuracy with 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 Services Administrator
Posted today
Job Viewed
Job Description
Our client is a well-established independent financial advisory firm that's genuinely committed to delivering exceptional client outcomes. They pride themselves on their high standards, collaborative team culture, and strong focus on professional development. Located in the beautiful setting of Ottery St Mary, they offer a supportive environment where being nice, helping colleagues, and focusing on client service are at the heart of everything they do.
About The RoleThis is a fantastic opportunity to join a busy financial planning team as a Financial Services Administrator. You'll be playing a crucial role in delivering the firm's client service proposition to the highest standards while working within FCA regulatory requirements. It's a varied role where you'll be supporting both new and existing clients, working alongside advisers and the planning team to ensure everything runs smoothly from start to finish.
Financial Services Administrator Responsibilities:- Handle general administration duties including answering phones, client liaison, and managing post li>Process new business by entering details onto systems and provider portals, following through to completion
- Complete application forms, process letters of authority, and chase providers for information
- Provide admin support including typing correspondence, letters, and reports
- Maintain accurate and up-to-date customer files in accordance with procedures
- Ensure all FCA compliance procedures are followed on a daily basis
- Support office facilities maintenance and contribute to smooth day-to-day operations
- Participate in firm projects and initiatives as business needs evolve
- Undertake continuous professional development and learning activities
- Commitment to achieving CII R01 and LP2 qualifications (minimum requirement)
- Exceptional ability to use various software systems including MS Office Suite and financial planning software
- Outstanding written and verbal communication skills with exceptional attention to detail
- Strong organisational skills and ability to prioritise workload without supervision
- Understanding of the financial planning process and regulatory framework
- Experience maintaining good working relationships in financial services or similar environment
- Ability to work independently and as part of a collaborative team
- Professional telephone manner and client service focus
- Flexibility to adapt as the business and role evolve
- Competitive salary of £30k - £32k DOE
- Comprehensive learning and development program
- Pension and Healthcare
- Plus so much more!
You're someone who thrives in a client-focused environment and understands the importance of accuracy and attention to detail in financial services. You've got experience in financial planning administration or a similar role and genuinely enjoy helping people achieve their financial goals. You're naturally organised, can juggle multiple priorities, and take pride in delivering exceptional service. Most importantly, you're committed to professional development and ready to contribute to a team that values collaboration and high standards.
This is an excellent opportunity to join a respected independent advisory firm that invests in its people and maintains the highest standards of client service. If you're an experienced administrator looking for a role where you can make a real difference in a supportive, professional environment, we'd love to hear from you.
Get in touch with Mrs H at Avocet Commercial Careers today on (phone number removed) or email (url removed) to discover more about this exciting opportunity.
Financial Services Administrator
Posted 1 day ago
Job Viewed
Job Description
Ipswich Outskirts (A12 Corridor)
28,000+ Bonus
Monday-Friday 9-5pm
Pure are delighted to be recruiting a financial services administrator for an established wealth management business. The ideal candidate would have previous experience in a similar environment.
This role would be suitable for candidates who are looking to path out a career within financial services.
Please get in touch if you would like to discuss this further and find out more about the organisation.
Key Responsibilities:
- Pension, Investment and Protection research
- Preparing Discussion Documents for Financial Advisor Meetings
- Pre-Submission Process
- Producing Suitability Reports
- Arranging Advisor Diaries
- Arranging Annual Reviews
- Running Advisor back-office system
- Meeting & greeting clients for advisors
- Point of contact for clients for self-employed advisor
Key Skills
- Ability to work under pressure
- Fast learner
- Meticulous attention to detail
- Problem solver
- Excellent Time Management
- Very comfortable with numbers
- Good telephone manner
- Desire to learn, develop and progress in Financial Services
Qualifications
- GCSE A or B in Maths (essential)
- Strong A Levels or recent graduate ideally in maths or sciences- Desirable
- CII Financial Adviser Exam- Desirable
- Must be a car driver
Financial Services Administrator
Posted 6 days ago
Job Viewed
Job Description
Take the Next Step in Your Career - Join a Dynamic Financial Services Team in Taunton
Are you an organised and proactive administrator looking to build your future in financial services? Do you thrive in a collaborative environment where your skills are recognised and your development is supported? If so, we'd love to hear from you.
Role: Financial Services Administrator
Location: Taunton, Somerset (Office-based)
Hours: Monday to Friday, 8:45 AM - 5:15 PM
Salary: 24,000 - 26,500 (depending on industry experience)
What's in It for You?
- Pension Contributions - Helping you plan for tomorrow.
- Extra Time Off - Celebrate your birthday and enjoy a well-earned break over Christmas.
- Professional Growth - Support for qualifications and study time.
- Warm Welcome - A structured induction to help you settle in smoothly.
- Recognition & Rewards - Annual reviews and a performance-based bonus scheme.
- Wellbeing Matters - Access to an Employee Assistance Programme.
- Modern Facilities - Work in a bright, open-plan office with a gym, showers, and a stylish staff lounge.
- Supportive Culture - Join a values-led team that genuinely cares.
About the Role
Due to team expansion this firm is looking to add to their mortgages team. As a Financial Services Administrator, you'll be a key part of the Client Relations team, ensuring clients receive a seamless and professional experience. You'll provide essential administrative support to consultants and clients, helping to manage financial applications and maintain accurate records.
Your Responsibilities Will Include:
- Handling client enquiries with professionalism and empathy.
- Processing financial applications and tracking progress.
- Liaising with providers and third parties to ensure timely updates.
- Maintaining accurate records using internal systems.
- Supporting consultants with documentation and case management.
- Assisting with meeting coordination, post, and general office duties.
What We're Looking For
You'll bring strong administrative experience, ideally from a financial or professional services background. You're someone who enjoys helping others, is detail-oriented, and thrives in a busy, team-focused environment.
Key Skills & Attributes:
- Proven admin experience in a professional setting.
- Excellent attention to detail and organisational skills.
- Friendly and confident communicator.
- Tech-savvy and comfortable with databases and systems.
- Reliable, adaptable, and well-presented.
Interested?
Send your CV to (url removed) or apply online today.
For a friendly, informal chat about the role, contact Catherine or Georgie on (phone number removed) .
Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Financial Services Administrator
Posted 8 days ago
Job Viewed
Job Description
A well-established and client-focused financial services firm is seeking a Senior Administrator to lead its Administration Team on a 6-month fixed-term contract , with the potential for a permanent position based on performance and business needs. This key role will act as the primary point of contact for all administrative matters, ensuring the team delivers consistently high standards in line with Service Level Agreements (SLAs), while maintaining a professional and client-centric approach in all interactions.
The ideal candidate will be a motivated, detail-oriented individual who understands the value of strong relationships-both with clients and colleagues. They will demonstrate exceptional organisational skills, a methodical work ethic, and the ability to lead by example.
Key Responsibilities:
Act as the lead representative of the Administration Team, managing workflow and service delivery.
Ensure all administrative support provided to advisers is accurate, timely, and in line with regulatory requirements.
Maintain high-quality client communications and documentation standards.
Mentor and support team members, including delivering training and fostering professional development.
Drive efficiency and continuous improvement across systems and administrative processes.
Required Experience & Skills:
Minimum of three years' experience in financial services administration.
Sound understanding of UK financial products, industry regulations, and provider processes.
Proven ability to process and manage pension applications and associated transactions.
Experience delivering technical training and identifying operational improvements within admin functions.
Proficiency in working with major platforms and providers (e.g., Aviva, Fidelity, Legal & General, Aegon, Standard Life, Prudential).
Desirable Qualifications:
Chartered Insurance Institute (CII) Diploma or Advanced Diploma in Financial Planning (or equivalent professional qualifications).
Personal Attributes:
Impeccable written communication skills.
Excellent attention to detail.
Strong multitasking abilities and capability to prioritise under pressure.
A proactive, supportive approach with a commitment to team and client success.
Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.
We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.
PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
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Financial Services Lawyer
Posted 12 days ago
Job Viewed
Job Description
An international law firm based in Central London is seeking a financial services lawyer at Mid Associate/Manager level to join their well-established Banking & Finance division. This is an excellent opportunity for a financial services lawyer to become part of a highly respected team advising major financial institutions, fintechs, and global corporates. The firm is known for its collaborative culture, international reach, and complex cross-border mandates.
The successful financial services lawyer will play a key role in advising clients on UK and EU regulatory frameworks, working across a mix of advisory, transactional, and strategic matters. This position is suited to a financial services lawyer with at least 3 years' post-qualification experience, looking to step into a more senior and client-facing role with clear progression opportunities.
The financial services lawyer's role
The financial services lawyer will support a wide-ranging client base including banks, asset managers, insurers, and fintech firms. The work will cover financial services regulation, licensing issues, payments law, ESG regulation, and regulatory aspects of M&A and financing transactions.
This role offers the chance to contribute to high-profile projects and gain exposure to international workstreams. The financial services lawyer will also be expected to support business development initiatives and contribute to internal knowledge-sharing and client training sessions.
The financial services lawyer
To be considered for this financial services lawyer position, candidates must have:
- UK qualification (or equivalent rights to practise in England & Wales)
- A strong academic background
- A minimum of 3 years' PQE in financial regulation or banking and finance law
- Experience gained at a recognised law firm or within an in-house legal team in financial services
- Strong knowledge of FSMA, FCA/PRA regulations, and relevant EU directives (e.g. PSD2)
- Commercial awareness and sound legal judgement
- Excellent communication skills and the ability to manage client relationships effectively
In Return?
This is a standout opportunity for a financial services lawyer to join a forward-thinking, international law firm offering:
- Long-term career development and progression
- A competitive salary of 90,000-115,000
- Private healthcare
- Pension scheme
- Generous holiday allowance
- Exposure to high-profile, cross-border financial services matters
Keywords: Financial Services Lawyer | Regulatory Lawyer | Banking & Finance | Mid Associate | London Law Jobs | FCA Compliance
Financial Services Administrator
Posted 13 days ago
Job Viewed
Job Description
Job Title: Financial Services Administrator
Location: Remote
Salary: £25,000 - £30,000
The Client
We have an exciting opportunity for a growing Independent Financial Advisory (IFA) business, they are looking to add an experienced Financial Services Administrator from a wealth management background to their team.
The Role of Financial Services Administrator - IFA
This is a client-focused and detail-oriented role, supporting advisers in delivering high-quality service and advice.
Key Responsibilities:
- Act as the first point of contact for new and existing clients, dealing with queries professionally and efficiently.
- Coordinate adviser review meetings, ensuring all are booked within appropriate timeframes.
- Prepare review letters and meeting packs ahead of client reviews.
- Maintain accurate and up-to-date client records on the CRM system.
- Process withdrawals, fund switches, and portfolio rebalancing instructions.
- Manage the submission and tracking of new business, including preparation of application and trust documents.
- Handle Letters of Authority and liaise with product providers to obtain and chase information.
- Draft suitability letters for ISAs, Investment Bonds, and Pension new business (replacement business experience is helpful but not essential).
The Person:
- Proven experience in an IFA support role is essential.
- The candidate must have 2Plan experience.
- Proficient in using CRM platforms.
- Strong attention to detail and ability to prioritise tasks effectively.
- Clear and confident communication skills.
- Able to work well both independently and as part of a small, collaborative team.
Keywords: Financial Advisor, IFA, Financial Services, Finance Administrator, Administrator, Financial Administrator, Remote Working, Wealth Management, Finacial Services Administrator
Bowdon Associates is a member of the Guild of Quality Employment Agencies and has agreed to adopt the compliance and recruitment standards that form the basis their code of conduct. A quality, transparent and responsible recruitment agency committed to raising the industry standards.
Financial Services Administrator
Posted 16 days ago
Job Viewed
Job Description
Join Our Team as a Financial Services Administrator!
Are you an experienced Financial Services Administrator with a passion for pensions and Independent Financial Adviser (IFA) support? If you thrive in a professional yet relaxed atmosphere and are eager to provide high-quality administrative support, we have the perfect opportunity for you in Horsham!
About the Role:
As a Financial Services Administrator, you will be an integral part of our dynamic team, supporting our IFAs in all aspects of pensions and investment administration. Your expertise in pension products and processes will ensure our clients receive exceptional service.
Key Responsibilities:
- Provide comprehensive administrative support for Financial Advisers.
- Manage and maintain client records within our CRM system (XPLAN/360) Produce client documentation on behalf of Advisers.
- Process new business applications and ongoing client transactions, including fund switches, income and withdrawals.
- Liaise with product providers to monitor and progress new business.
- Keep clients updated throughout the process.
- Processing and chasing Letters of Authority.
What We're Looking For:
- Previous experience within the Financial Services industry is essential.
- Strong organisational skills with a methodical and accurate approach.
- Ability to work under pressure and manage multiple tasks efficiently.
- Excellent communication skills across all levels.
Why Join Us?
- Competitive Salary: 30k - 33k, depending on experience.
- Work-Life Balance: Full-time hours, 9am to 5pm.
- Convenient Location: Just a 12-minute walk from Horsham train station.
How to Apply:
If you have the pension expertise and IFA background we're looking for, we'd love to hear from you! Please send your CV and a cover letter outlining your relevant experience and why you'd be a great fit for our team.
Join us in making a difference in the financial services industry-apply today! Your next exciting career adventure awaits!
Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.
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