JJ SEARCH LIMITED

🌟 FINANCIAL PLANNER 🌟 60-70K London A fantastic opportunity for a Financial Planner to join a highly dynamic Wealth Management firm, working with a top Senior Financial Planner whose book has grown to a large size, that now requires extra support. Working with a great leader and coach, you will get to know the clients well - in nature they are high value clients with inherited wealth, and divorcees/bereaved. Holistic Financial Planning experience is required complex advice such as EIS, VCT, and Pension. joanna.james@jjsearch.co.uk

🌟 PRODUCT MANAGER 🌟 New Role! LONDON Working with Wealth Management Products - Discretionary Investment Management & Wealth Planning. Salary 70-82K A great opportunity to join a successful team. Must have working Discretionary Investment Management product knowledge and a good understanding of Consumer Duty. Please email: joanna.james@jjsearch.co.uk

New HR Roles 🔔 🌟 HR Business Partner (Wealth Management) Must have significant experience across all general areas of HR. Strong Employee Relations experience handling challenging issues, disciplinaries and grievances with good employment law knowledge. Financial Services business experience is essential. Flexible and adaptable to work within a growing business. 🌟 HR Associate (Asset Management) Joining a small HR team, the role will have exposure to all HR duties, but will mainly focus on HR operations. Must have experience and an interest in running Payroll and Pension/Benefits administration. Strong Excel experience is required. Detail oriented. Motivated and enthusiastic HR experience within either Financial Services or Professional Services - Corporate Environment. Please get in touch to find out more joanna.james@jjsearch.co.uk

New Role 🌟 CASS MANAGER Wealth Management firm - London 70-80K The role will be managing the maintenance of CASS governance and ownership of CASS audits within the investment management firm. Excellent knowledge of CASS rules and CASS experience is required. Please email interest to joanna.james@jjsearch.co.uk

🌟 New Role - SENIOR PRODUCT SPECIALIST - INVESTMENT DIRECTOR 🌟 London A key leadership role for an established and growing Investment Management business. Working closely with the Portfolio Management team, approving investment strategy and supporting the promotion of that strategy – across Multi Asset portfolios & Direct Equities. Working with Portfolio Managers to ensure strong communication and customer awareness of Investment product offerings. A fully CFA qualified individual, who has the credibility to promote Investment Strategy through presentations with internal and external stakeholders, as well as Press when required. A minimum of 10 years relevant experience. Please email interest to joanna.james@jjsearch.co.uk

🌟 Portfolio Risk & Control Analyst role 🌟 14 month FTC Investment Management firm - London Working closely with the Front Office to monitor Portfolios and Suitability, ensuring positive client outcomes and investment best practice. Must have the relevant Investment Risk & Control experience - with a good understanding of asset classes and FCA regulations. joanna.james@jjsearch.co.uk

🌟SENIOR HIRE - CFO 🌟 London - Hedge Fund Chief Financial Officer role - a key hire, working for a growing Macro Hedge Fund Business. Please get in touch if you have the relevant Chief Financial Officer experience, working with fund accounting / management accounting. Ability to sit in a strong front facing role, covering all aspects of Finance for the Hedge Fund. joanna.james@jjsearch.co.uk

⭐️ New Role ⭐️ COMMUNICATIONS MANAGER Marketing Team Investment Management Firm - LONDON 70-80K salary Working closely with the Investment team on external Investment & Client Communications. Internal Communications work - Intranet and internal content for employee engagement. Supporting with DDQ & RFP process - reviewing content. Previous Client Communications / Marketing Communications experience is essential - within a Financial Services setting. joanna.james@jjsearch.co.uk

🌟 INVESTMENT ASSISTANT - BRISTOL 🌟 32-38K salary A new Investment Support role! Candidate MUST have Investment Administration experience supporting a Wealth Managers / Investment Managers. There will be opportunity to work towards IAD if not already achieved. Please get in touch if you have the relevant experience and may be interested… joanna.james@jjsearch.co.uk #bristol #wealthmanagement #investmentmanagement

🌟 BUSINESS DEVELOPMENT DIRECTOR 🌟 Wealth Management Firm - London 80-90K Building relationships with ACCOUNTANTS & LAWYERS - the successful candidate must have experience in Business Development within Investment Management/Wealth Management, specifically building relationships and winning new business with Professional Services Intermediaries. Please get in touch if you have this experience and would like to know more…. joanna.james@jjsearch.co.uk