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Analyst, Data and Client Services
Summary:
Work as part of the team to ensure the timely and accurate maintenance of Client Data whilst ensuring that we are compliant with relevant regulations at all times Key Responsibilities Processing onboarding data, liaising with Investment Management, producing MI. Processing closed accounts, remittingEmployment Type: Full Time
Analyst, Onboarding
Summary:
Work as part of the team to ensure the timely and accurate onboarding of new clients Key Responsibilities Review and approve new client documentation including carrying out relevant AML/KYC/ Identity checks. Ensure correct escalation routes are adhered to when dealing with higher risk or complex casEmployment Type: Contract / Temp
Analyst, Transfer Processing
Summary:
Working as part of the team to ensure that all tasks are carried out in a timely and efficient manner. This includes but not limited to all aspects of administration relating to clients’ cash and assets, follow up to date departmental procedures and controls and to complete daily/weekly/monthly/yearEmployment Type: Contract / Temp
Finance Administrator
Summary:
Management of Firm’s and Client’s Cash and support for purchase ledger processing Key Responsibilities Daily calculation of internal client money requirement and analysing the daily movement of any transfer between Firm’s bank account and the Client’s bank account Reconciliation of all major firm anEmployment Type: Full Time
Senior Cyber Security Engineer
Summary:
The Senior Cyber Security Engineer is responsible for the design, implementation, management, and continuous improvement of the organisation’s cyber security controls across on-premise and cloud environments. The role will lead the operational security capability, ensuring robust protection of infraEmployment Type: Full Time
Service Desk Support Analyst
Summary:
Provide 1st line internal support to JM Finn end users, with some 2nd line support when necessary. Key Responsibilities Business To ensure the Firm’s I.T. infrastructure functions smoothly both in London and the branch offices To make recommendations for improvement where appropriate To be the experEmployment Type: Full Time
Senior Analyst, Onboarding
Summary:
Work as part of the team to ensure the timely and accurate onboarding of new clients Key Responsibilities Daily tasks: Serve as the primary point of contact for the Front Office teams during the onboarding process, assisting with queries and client requests. To undertake timely reviews of new clientEmployment Type: Contract / Temp
Desk Administrator
Summary:
Provide administrative support for Investment Management in the ongoing service of the firm’s clients. Key Responsibilities Administration Assist with the new client account opening process as appropriate Assist with drafting client reports and correspondence that would accompany valuations, dealingEmployment Type: Full Time
Business Management Analyst
Summary:
To support on, maintain and develop data and insight for the Business Management team. Key Responsibilities Data analysis and governance Executive report creation Supporting with Investment Management Initiatives and Projects Supporting Business Management in compliance, risk and audit activities BuEmployment Type: Full Time
Wealth Planner
Summary:
Reporting to the Head of Wealth Planning, the Wealth Planner is responsible for the provision of financial planning advice to our clients. The Wealth Planner will be accountable for providing advice in all the main areas of financial planning, with a focus on retirement and estate planning. The roleEmployment Type: Full Time
Wealth Planner
Summary:
Reporting to the Head of Wealth Planning, the Wealth Planner is responsible for the provision of financial planning advice to our clients. The Wealth Planner will be accountable for providing advice in all the main areas of financial planning, with a focus on retirement and estate planning. Key RespEmployment Type: Full Time
Desk Assistant (Trainee Investment Manager)
Summary:
Provide administrative support to investment service activities. Key Responsibilities Resolve administrative queries with clients and Investment Administration Be responsible for the new client account opening process Prepare transactions for processing on the Firm’s systems Check contract details aEmployment Type: Full Time
Desk Administrator
Summary:
Provide administrative support for Investment Management in the ongoing service of the firm’s clients. Key Responsibilities Administration Assist with the new client account opening process as appropriate Assist with drafting client reports and correspondence that would accompany valuations, dealingEmployment Type: Full Time
Analyst, Reconciliations & Transaction Reporting
Summary:
Completion of processing and reconciliation controls to ensure transaction reporting meets FCA/MIFID 2 regulatory requirements. Processing and resolving of stock reconciliation breaks to ensure we are compliant with FCA CASS 6.6 regulation. Key Responsibilities Reconciliations: Completion and checkiEmployment Type: Full Time
Service Desk Support Analyst
Summary:
Provide 1st line internal support to JM Finn end users, with some 2nd line support when necessary. Key Responsibilities Business To ensure the Firm’s I.T. infrastructure functions smoothly both in London and the branch offices To make recommendations for improvement where appropriate To be the experEmployment Type: Full Time
Investment Systems Analyst
Summary:
Part of the COO group, the Applications department is responsible for managing all front and back-office business applications. The Investment Systems Analyst is a senior member of the department whose main function is to support and manage key systems such as eXBo, eXimius, FactSet, Bloomberg, FideEmployment Type: Full Time
Business Development Executive
Summary:
We are looking for a driven and entrepreneurial graduate to join our growing Business Development function. This role is ideal for someone who thrives in a fast-paced, client-focused environment and is eager to play a key role in helping convert high-potential leads into long-term clients. You willEmployment Type: Full Time
Business Development Executive
Summary:
We are looking for a driven and entrepreneurial graduate to join our growing Business Development function. This role is ideal for someone who thrives in a fast-paced, client-focused environment and is eager to play a key role in helping convert high-potential leads into long-term clients. You willEmployment Type: Full Time
Wealth Planning Assistant
Summary:
Responsible for administration of the financial advisory offering. The role holder will be accountable for implementing and maintaining our Wealth Planning administration services. Key Responsibilities Writing Planned Summaries Responsible for the smooth delivery of the administration of the financiEmployment Type: Full Time