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FINANCIAL CONSULTANT

Manage a very large portfolio of clients (upwards of 140) typically with AUA below 500k, maintain recurring income stream, delivering high quality financial planning remotely and achieving quality standards on a consistent basis...

Company1825
AddressManchester, Greater Manchester
CategoryHuman Resources
SalaryFull-time
Date Posted a month ago See detail

Financial Consultant

1825

Manchester, Greater Manchester

Full-time

Manage a very large portfolio of clients (upwards of 140) typically with AUA below 500k, maintain recurring income stream, delivering high quality financial planning remotely and achieving quality standards on a consistent basis...

a month ago seen See more...

Head of Global Payroll

1825

City of Edinburgh, Scotland

Full-time

Ensure that business as usual (BAU) continues, and colleagues are paid according to regional pay dates. Actively build a strong relationship with regional payroll resources, ensuring that the team are engaged with the new model a...

a month ago seen See more...

Senior Marketing Data Analyst

1825

City of Edinburgh, Scotland

Full-time

Deliver in-depth actionable client insight for marketing and vector leadership teams. Lead the development of advanced analytics capabilities, focusing on client marketing, inbound and outbound marketing activities. Build and mai...

2 months ago seen See more...

Risk and Controls Consultant

1825

City of Edinburgh, Scotland

Full-time

As a team, support the roll out and embedding of the new Investment Vector Governance Risk and Control strategy across the Investments Vector As a team, fully understand the key accountabilities, processes and Controls that are c...

2 months ago seen See more...

CRM Data Analyst

1825

City of Edinburgh, Scotland

Full-time

Lead business teams in the articulation and documentation of client data requirements, as part of wider corporate projects or individual Salesforce initiatives. Facilitate business solutions, via utilisation of technology solutio...

2 months ago seen See more...

Accountancy Summer Internship Programme 2024

1825

City of Edinburgh, Scotland

Full-time

Communication: Can clearly and effectively communicate both written and verbally. Analytical : Effective in collecting and analysing information to facilitate and support decisions. Trust & Integrity: Demonstrates the organisatio...

2 months ago seen See more...

Risk and Control Manager

1825

City of Edinburgh, Scotland

Lead aspects of the roll out and embedding of the new Investment Vector Governance Risk and Control strategy across the Investments Vector. As a team, fully understand the key accountabilities, processes and Controls that are crit...

2 months ago seen See more...

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