Contract: Mobile Packet Core Data Architect Start Date: ASAP Duration: 6 months (extendable) Location: Remote (onsite for first two weeks across London and Reading) Rate: £595 (deemed outside IR35) Reference: 19674 You will be needed onsite for the 1st 2 weeks, London & Reading, then occasionally after, maybe once or twice a month. No expenses paid so ideally someone local. My client are looking for a Mobile Packet Core Data Architect to work on the below: Work Package 1: RFP Support New RFP: Set up initial sessions with stakeholders to review existing requirements and update as required. Collate RFP requirements pack and author target architecture document pack for RFP. In Flight RFP support and future RFP's: Creating a Matrix of vendor platform apps & solutions and target infrastructures, with gap analysis. Collating and cross-check the critical vendor partial Compliance and Non-Compliance technical points to collate into the entry points for RFP. Double check Vendor Fully Compliant statements for any errors or omissions. Document and track, Vendor showstoppers and any technical entry points in detail. Helping RFP team pull together and collate final technical scoring from stakeholders to present a combined view. Author final tech evaluations for reviews by peer Architects. Tracking contract status & schedules Review & summarize final hardware and software dimensioning and Bill of Materials (MRF). Support Architect to formulate a combined view of each vendor's Total Cost of Ownership (TCO). Work Package 2: Architect and Project Support: Technical consultation and authoring of High-Level Design documents through collaboration with key stakeholders (eg Technical Design Authorities, Architects, Strategy Team, Test, Business Analysts) to ensure alignment with technical and business requirements. Facilitate and support the Architect and Projects to ensure key deliverables are on time and any blocking issues are resolved or escalated. Review deliverables of key stakeholders providing feedback and comments, for example Business Requirement Documents, Test Strategy, High Level Designs of Peers (eg IT), Detailed Designs by Technical Design Authorities. Support workshops and discussions throughout the design life cycle to develop the solution. Attend progress/review calls as required with responsible Architect. Review 3YP Storyboard requirements with Design authorities and summarize each year for review with the responsible Architect. Networking People (UK) is acting as an Employment Business in relation to this vacancy.
Sep 04, 2025
Contractor
Contract: Mobile Packet Core Data Architect Start Date: ASAP Duration: 6 months (extendable) Location: Remote (onsite for first two weeks across London and Reading) Rate: £595 (deemed outside IR35) Reference: 19674 You will be needed onsite for the 1st 2 weeks, London & Reading, then occasionally after, maybe once or twice a month. No expenses paid so ideally someone local. My client are looking for a Mobile Packet Core Data Architect to work on the below: Work Package 1: RFP Support New RFP: Set up initial sessions with stakeholders to review existing requirements and update as required. Collate RFP requirements pack and author target architecture document pack for RFP. In Flight RFP support and future RFP's: Creating a Matrix of vendor platform apps & solutions and target infrastructures, with gap analysis. Collating and cross-check the critical vendor partial Compliance and Non-Compliance technical points to collate into the entry points for RFP. Double check Vendor Fully Compliant statements for any errors or omissions. Document and track, Vendor showstoppers and any technical entry points in detail. Helping RFP team pull together and collate final technical scoring from stakeholders to present a combined view. Author final tech evaluations for reviews by peer Architects. Tracking contract status & schedules Review & summarize final hardware and software dimensioning and Bill of Materials (MRF). Support Architect to formulate a combined view of each vendor's Total Cost of Ownership (TCO). Work Package 2: Architect and Project Support: Technical consultation and authoring of High-Level Design documents through collaboration with key stakeholders (eg Technical Design Authorities, Architects, Strategy Team, Test, Business Analysts) to ensure alignment with technical and business requirements. Facilitate and support the Architect and Projects to ensure key deliverables are on time and any blocking issues are resolved or escalated. Review deliverables of key stakeholders providing feedback and comments, for example Business Requirement Documents, Test Strategy, High Level Designs of Peers (eg IT), Detailed Designs by Technical Design Authorities. Support workshops and discussions throughout the design life cycle to develop the solution. Attend progress/review calls as required with responsible Architect. Review 3YP Storyboard requirements with Design authorities and summarize each year for review with the responsible Architect. Networking People (UK) is acting as an Employment Business in relation to this vacancy.
It is essential that all applicants have experience with market risk measurement methodologies for a Bank in the UK for at least 3 years. Sponsorship will not be available for this position, therefore 3+ years on visa eligibility to work in UK is essential. Our Client is looking for a Senior Market Risk Analyst to join their small team on a permanent basis. This position is full time in office, 5 days per week. The successful candidate will be responsible for monitoring market risk exposures and the relevant reporting. Additional responsibilities would be to provide solutions in improving the risk exposure metrics and monitoring and reporting processes. Key Responsibilities (but not limited to): To ensure that market risk exposures are accurately reported in accordance with Market Risk policy to the senior management, the business areas and other support areas as required, and to monitor on a daily basis the adherence to approved market risk limits. To assist in maintaining and improving the risk infrastructure: to improve reporting as required and to contribute to projects through documenting user requirements and UAT. To assist in improving the methodology for accurately calculating market risk exposures from new and existing products and business, including portfolio market risk measures along with an appropriate back-testing framework. To perform stress testing and qualitative risk assessments of different business units and implement appropriate scenarios for market risk stress testing. To monitor news and other market information that indicates material changes in the assessment of market risks, and to inform the relevant Business Areas in a timely manner. To provide support, advice and assistance to all Business Areas on all market risk and valuation-related matters, including structuring of prospective transactions to mitigate market risk appropriately and to maximize earnings whilst minimizing risk. To assist the in liaising with Head Office regarding market risk and other risk related matters. To assist on country risk management and counterparty credit risk related matters. To assist with the internal and external auditors as required. To act as the administrator of relevant risk and trading systems. Reporting and escalating material risk events, including conduct risk events and conflicts of interest, or losses. Responsibility for the provision of policy, tools, techniques and support to enable conduct and compliance risk to be managed in the first line. Conduct monitoring and reporting to assess the design and effectiveness of first line controls and ensure consistency of definitions and measurement of conduct risk. To ensure policy and processes meet legal and regulatory requirements, identify opportunities to improve the framework and collaborate with the First Line of Defence to implement and embed changes. Skills, Experience and Qualifications: Educated to degree in numerate/financial/accounting discipline and/or appropriate professional qualification level. Extensive knowledge of market risk measurement methodologies and advanced market risk management principles and techniques, and experience of implementing them effectively in a banking environment. An in-depth knowledge of a broad range of wholesale banking and treasury products, including options, and a strong understanding of their valuation; a good understanding of complex derivative/structured products risk and valuation would be advantageous. A good understanding of the PRA regulatory framework and of capital management requirements. A good understanding of country risk management and counterparty credit risk. Proficiency for making rapid evaluations of breaking news situations and judgments.
Sep 02, 2025
Full time
It is essential that all applicants have experience with market risk measurement methodologies for a Bank in the UK for at least 3 years. Sponsorship will not be available for this position, therefore 3+ years on visa eligibility to work in UK is essential. Our Client is looking for a Senior Market Risk Analyst to join their small team on a permanent basis. This position is full time in office, 5 days per week. The successful candidate will be responsible for monitoring market risk exposures and the relevant reporting. Additional responsibilities would be to provide solutions in improving the risk exposure metrics and monitoring and reporting processes. Key Responsibilities (but not limited to): To ensure that market risk exposures are accurately reported in accordance with Market Risk policy to the senior management, the business areas and other support areas as required, and to monitor on a daily basis the adherence to approved market risk limits. To assist in maintaining and improving the risk infrastructure: to improve reporting as required and to contribute to projects through documenting user requirements and UAT. To assist in improving the methodology for accurately calculating market risk exposures from new and existing products and business, including portfolio market risk measures along with an appropriate back-testing framework. To perform stress testing and qualitative risk assessments of different business units and implement appropriate scenarios for market risk stress testing. To monitor news and other market information that indicates material changes in the assessment of market risks, and to inform the relevant Business Areas in a timely manner. To provide support, advice and assistance to all Business Areas on all market risk and valuation-related matters, including structuring of prospective transactions to mitigate market risk appropriately and to maximize earnings whilst minimizing risk. To assist the in liaising with Head Office regarding market risk and other risk related matters. To assist on country risk management and counterparty credit risk related matters. To assist with the internal and external auditors as required. To act as the administrator of relevant risk and trading systems. Reporting and escalating material risk events, including conduct risk events and conflicts of interest, or losses. Responsibility for the provision of policy, tools, techniques and support to enable conduct and compliance risk to be managed in the first line. Conduct monitoring and reporting to assess the design and effectiveness of first line controls and ensure consistency of definitions and measurement of conduct risk. To ensure policy and processes meet legal and regulatory requirements, identify opportunities to improve the framework and collaborate with the First Line of Defence to implement and embed changes. Skills, Experience and Qualifications: Educated to degree in numerate/financial/accounting discipline and/or appropriate professional qualification level. Extensive knowledge of market risk measurement methodologies and advanced market risk management principles and techniques, and experience of implementing them effectively in a banking environment. An in-depth knowledge of a broad range of wholesale banking and treasury products, including options, and a strong understanding of their valuation; a good understanding of complex derivative/structured products risk and valuation would be advantageous. A good understanding of the PRA regulatory framework and of capital management requirements. A good understanding of country risk management and counterparty credit risk. Proficiency for making rapid evaluations of breaking news situations and judgments.
A newly set up London-based Single-Family Office is looking to hire an Equity Analyst to join their high performing team. The successful applicant will report to Senior Investment Managers and the Principal. The family office has a focus on mainly direct global equites with a few private equity investments. To be successful in this role you will have experience researching, analysing, and ultimately making investment recommendations and/or investing in listed equities within a Family office, buy-side or research role. The candidate will be expected to monitor the existing portfolio, ensuring timely reporting to the principals and other external stakeholders. Having a technical understanding is important but personal and cultural fit is of equal value to the family. Professional Background: Will have a strong technical knowledge of all aspects of public market analysis. Will have experience of public equity portfolio management and is likely to have been working in another family office, buy-side public equity role or research function. Will have an in-depth knowledge of the intricacies of Public Equity reporting, analysis and KPIs. Will have the ability to conduct thorough research to identify potential investment opportunities, with an understanding of risk assessment and mitigation strategies within a portfolio. Will have the capability to present their ideas and strategies clearly to stakeholders, with a keen eye for detail and accuracy. Ideally will have experience in a family office or of dealing with UHNW individuals but this is not essential. Must be proactive, strong communicators, hard working and committed to their strategy. Relevant Experience: 1-3 years of relevant professional experience in family office, buy-side public equity role or research function. Sound judgement and track record of analysing potential new investment opportunities and assessing risks and opportunities. Knowledge and experience of a wide range of stocks, geographies and markets. Experienced with financial models for valuations and financial returns analysis. Evidence of a genuine interest in investing. Experience of using a Bloomberg terminal. Responsibilities: Detailed research on companies and industries Provide quarterly commentary on the public equity markets by sector and geography and make recommendations. Oversee quarterly valuations. Prepare monthly equity reports on the consolidated portfolio movement and market commentary. Adhoc analyse on a range of investment projects, driven by the principal. If you would like to find out more about the role, please send a (preferably Word) copy of your latest CV
Sep 01, 2025
Full time
A newly set up London-based Single-Family Office is looking to hire an Equity Analyst to join their high performing team. The successful applicant will report to Senior Investment Managers and the Principal. The family office has a focus on mainly direct global equites with a few private equity investments. To be successful in this role you will have experience researching, analysing, and ultimately making investment recommendations and/or investing in listed equities within a Family office, buy-side or research role. The candidate will be expected to monitor the existing portfolio, ensuring timely reporting to the principals and other external stakeholders. Having a technical understanding is important but personal and cultural fit is of equal value to the family. Professional Background: Will have a strong technical knowledge of all aspects of public market analysis. Will have experience of public equity portfolio management and is likely to have been working in another family office, buy-side public equity role or research function. Will have an in-depth knowledge of the intricacies of Public Equity reporting, analysis and KPIs. Will have the ability to conduct thorough research to identify potential investment opportunities, with an understanding of risk assessment and mitigation strategies within a portfolio. Will have the capability to present their ideas and strategies clearly to stakeholders, with a keen eye for detail and accuracy. Ideally will have experience in a family office or of dealing with UHNW individuals but this is not essential. Must be proactive, strong communicators, hard working and committed to their strategy. Relevant Experience: 1-3 years of relevant professional experience in family office, buy-side public equity role or research function. Sound judgement and track record of analysing potential new investment opportunities and assessing risks and opportunities. Knowledge and experience of a wide range of stocks, geographies and markets. Experienced with financial models for valuations and financial returns analysis. Evidence of a genuine interest in investing. Experience of using a Bloomberg terminal. Responsibilities: Detailed research on companies and industries Provide quarterly commentary on the public equity markets by sector and geography and make recommendations. Oversee quarterly valuations. Prepare monthly equity reports on the consolidated portfolio movement and market commentary. Adhoc analyse on a range of investment projects, driven by the principal. If you would like to find out more about the role, please send a (preferably Word) copy of your latest CV
Technical Support Analyst - Junior Paraplanner Location: Sutton Coldfield Job Type: Full-time, Permanent, Office-based Salary: £30,000 to £35,000 per annum, depending on experience I am looking for a detail-oriented and proactive Technical Support Analyst to join our dynamic team within an IFA. This role is critical in providing technical support to financial advisers, their outsourced paraplanning provider, and compliance team. The successful candidate will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Day-to-day of the role: Provide technical support to our financial adviser team. Calculate and assess Capital Gains Tax (CGT) liabilities on investment disposals, including use of annual exemptions, allowable losses, and asset histories. Undertake chargeable event gain calculations for investment bonds and liaise with product providers to ensure accurate tax reporting. Support pension income calculations, including assessment of lifetime allowance positions, annual allowance usage, and drawdown strategies. Assist in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant, to support financial planning discussions and client presentations. Assist in gathering, verifying, and analysing client data including fact finds, policy information, valuations, and cashflow reports. Liaise with product providers and platforms to obtain information, quotes, and up-to-date investment valuations. Monitor workflow and ensure all tasks are completed in line with service level agreements and compliance requirements. Maintain accurate and compliant client records in CRM and back-office systems (Intelligent Office). Support the compliance team in ensuring all documentation and advice processes adhere to FCA regulations. Contribute to the continuous improvement of operational processes and documentation standards. Act as a point of contact for adviser queries regarding technical matters. Required Skills & Qualifications: Previous experience in a technical support or administrative role within an IFA, wealth management, or financial planning firm is essential. Good understanding of financial products including pensions, ISAs, bonds, and protection policies. Working knowledge of FCA regulations and financial planning compliance requirements. Proficiency in financial planning software (e.g., Intelligent Office, Voyant, Dynamic Planner) and Microsoft Office Suite. Desirable Qualifications: Certificate in Financial Services or working towards CII Diploma in Regulated Financial Planning (or equivalent). Experience with cashflow modelling tools. Benefits: Full-time, Permanent Salary - £30,000 - £35,000 Career progression and professional development support (study support) 25 days holiday + bank holidays Pension scheme (3% employer contribution, 5% employee) Death in service x 4 Free Parking To apply for this Technical Support Analyst position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this position. Synonyms Paraplanner, IFA Support, Financial Planning Assistant, Financial Planning Associate, Financial Planning Support Specialist, Wealth Management Assistant, Financial Services Assistant, Client Services Associate, Investment Planning Assistant, Financial Planning Coordinator, Associate Financial Planner
Sep 01, 2025
Full time
Technical Support Analyst - Junior Paraplanner Location: Sutton Coldfield Job Type: Full-time, Permanent, Office-based Salary: £30,000 to £35,000 per annum, depending on experience I am looking for a detail-oriented and proactive Technical Support Analyst to join our dynamic team within an IFA. This role is critical in providing technical support to financial advisers, their outsourced paraplanning provider, and compliance team. The successful candidate will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Day-to-day of the role: Provide technical support to our financial adviser team. Calculate and assess Capital Gains Tax (CGT) liabilities on investment disposals, including use of annual exemptions, allowable losses, and asset histories. Undertake chargeable event gain calculations for investment bonds and liaise with product providers to ensure accurate tax reporting. Support pension income calculations, including assessment of lifetime allowance positions, annual allowance usage, and drawdown strategies. Assist in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant, to support financial planning discussions and client presentations. Assist in gathering, verifying, and analysing client data including fact finds, policy information, valuations, and cashflow reports. Liaise with product providers and platforms to obtain information, quotes, and up-to-date investment valuations. Monitor workflow and ensure all tasks are completed in line with service level agreements and compliance requirements. Maintain accurate and compliant client records in CRM and back-office systems (Intelligent Office). Support the compliance team in ensuring all documentation and advice processes adhere to FCA regulations. Contribute to the continuous improvement of operational processes and documentation standards. Act as a point of contact for adviser queries regarding technical matters. Required Skills & Qualifications: Previous experience in a technical support or administrative role within an IFA, wealth management, or financial planning firm is essential. Good understanding of financial products including pensions, ISAs, bonds, and protection policies. Working knowledge of FCA regulations and financial planning compliance requirements. Proficiency in financial planning software (e.g., Intelligent Office, Voyant, Dynamic Planner) and Microsoft Office Suite. Desirable Qualifications: Certificate in Financial Services or working towards CII Diploma in Regulated Financial Planning (or equivalent). Experience with cashflow modelling tools. Benefits: Full-time, Permanent Salary - £30,000 - £35,000 Career progression and professional development support (study support) 25 days holiday + bank holidays Pension scheme (3% employer contribution, 5% employee) Death in service x 4 Free Parking To apply for this Technical Support Analyst position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this position. Synonyms Paraplanner, IFA Support, Financial Planning Assistant, Financial Planning Associate, Financial Planning Support Specialist, Wealth Management Assistant, Financial Services Assistant, Client Services Associate, Investment Planning Assistant, Financial Planning Coordinator, Associate Financial Planner
Administrator - Client Review (Financial Services) Location: Manchester (Office-Based, Hybrid Potential) Salary: £25,000 - £28,000 (DOE) Full-Time Permanent 9am - 5pm, Monday to Friday NJR Recruitment is pleased to be representing a highly regarded financial planning firm in their search for a Client Review Analyst . This is an exciting opportunity for a detail-focused and organised professional to join a supportive team and develop their career within the financial services sector. This role offers exposure to a variety of administrative and client servicing tasks, with opportunities to progress into broader back-office functions over time. Benefits: Pension - 8% of basic salary (after 3 months) Death in service - 3x basic salary (after 3 months) Critical illness cover - 1x salary (after 12 months) Income protection - 75% of pre-disability salary (after 12 months) 22 days holiday bank holidays 3 days between Christmas and New Year (holiday entitlement increases in 2026) Support for financial services qualifications Key Responsibilities: Prepare annual client review packs, including valuations, performance data, and charges disclosures Issue Investment Risk Questionnaires (IRQs) and Fact Finds, updating internal systems with responses Liaise with advisers to highlight client updates and follow up with clients by phone, email, or post Administer group pension schemes - including member review packs, data updates, and adviser meeting coordination Draft simplified suitability assessment letters from meeting notes and templates Conduct Anti-Money Laundering checks and ensure compliance with FCA rules Manage client records, incoming/outgoing mail, reception duties, and general administrative tasks Calculate client fees and issue agreements via post or DocuSign Future Development: Over time, you'll have the opportunity to expand your responsibilities into areas such as: Fund switches ISA, GIA, and Bond withdrawals Pension income withdrawals Processing new business Broader adviser support work What We're Looking For: Strong attention to detail and accuracy Excellent organisational and communication skills Proficiency in Microsoft Word and Excel Reliability, punctuality, and willingness to learn Previous experience in financial services administration is desirable but not essential Apply Now If you're looking to develop your career in financial services with a firm that will invest in your growth and give you the tools to succeed, apply today NJR15988
Sep 01, 2025
Full time
Administrator - Client Review (Financial Services) Location: Manchester (Office-Based, Hybrid Potential) Salary: £25,000 - £28,000 (DOE) Full-Time Permanent 9am - 5pm, Monday to Friday NJR Recruitment is pleased to be representing a highly regarded financial planning firm in their search for a Client Review Analyst . This is an exciting opportunity for a detail-focused and organised professional to join a supportive team and develop their career within the financial services sector. This role offers exposure to a variety of administrative and client servicing tasks, with opportunities to progress into broader back-office functions over time. Benefits: Pension - 8% of basic salary (after 3 months) Death in service - 3x basic salary (after 3 months) Critical illness cover - 1x salary (after 12 months) Income protection - 75% of pre-disability salary (after 12 months) 22 days holiday bank holidays 3 days between Christmas and New Year (holiday entitlement increases in 2026) Support for financial services qualifications Key Responsibilities: Prepare annual client review packs, including valuations, performance data, and charges disclosures Issue Investment Risk Questionnaires (IRQs) and Fact Finds, updating internal systems with responses Liaise with advisers to highlight client updates and follow up with clients by phone, email, or post Administer group pension schemes - including member review packs, data updates, and adviser meeting coordination Draft simplified suitability assessment letters from meeting notes and templates Conduct Anti-Money Laundering checks and ensure compliance with FCA rules Manage client records, incoming/outgoing mail, reception duties, and general administrative tasks Calculate client fees and issue agreements via post or DocuSign Future Development: Over time, you'll have the opportunity to expand your responsibilities into areas such as: Fund switches ISA, GIA, and Bond withdrawals Pension income withdrawals Processing new business Broader adviser support work What We're Looking For: Strong attention to detail and accuracy Excellent organisational and communication skills Proficiency in Microsoft Word and Excel Reliability, punctuality, and willingness to learn Previous experience in financial services administration is desirable but not essential Apply Now If you're looking to develop your career in financial services with a firm that will invest in your growth and give you the tools to succeed, apply today NJR15988
Senior Financial Analyst for a Family Office based in London West End Your new company A newly set-up Family Office based in London, looking after circa 2bn in AUM. The office has been set up in the same business offices as the Principles' original Founder operation, meaning there is a nice corporate structure alongside an entrepreneurial growth feel. Your new role Working in a newly created role, reporting to the Principal and Chief of Staff, this role is business case focused with a finance leaning. Modelling, valuations and market analysis will be a big part alongside FP&A and Business Partnering. Duties: Financial Modelling and Analysis Management Reporting Business Partnering Process Improvement Investment case analysis and Ad hoc project work What you'll need to succeed You will need to be a qualified accountant or CFA with experience in financial planning and analysis as well as corporate finance. Ownership of financial models will be essential in this role, presenting to senior stakeholders regarding investment decisions and strategic planning. What you'll get in return You will get to be part of a newly created function, giving true responsibility in a lean team. This role will pay strong bonuses and allow for significant career growth as part of this newly created entity. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Sep 01, 2025
Full time
Senior Financial Analyst for a Family Office based in London West End Your new company A newly set-up Family Office based in London, looking after circa 2bn in AUM. The office has been set up in the same business offices as the Principles' original Founder operation, meaning there is a nice corporate structure alongside an entrepreneurial growth feel. Your new role Working in a newly created role, reporting to the Principal and Chief of Staff, this role is business case focused with a finance leaning. Modelling, valuations and market analysis will be a big part alongside FP&A and Business Partnering. Duties: Financial Modelling and Analysis Management Reporting Business Partnering Process Improvement Investment case analysis and Ad hoc project work What you'll need to succeed You will need to be a qualified accountant or CFA with experience in financial planning and analysis as well as corporate finance. Ownership of financial models will be essential in this role, presenting to senior stakeholders regarding investment decisions and strategic planning. What you'll get in return You will get to be part of a newly created function, giving true responsibility in a lean team. This role will pay strong bonuses and allow for significant career growth as part of this newly created entity. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Analyst - EMEA Valuations Interim Your new company You will be working for a prominent international financial group with global reach. The business is recognised for its expertise in corporate finance, investment banking, and cross-border solutions. They also focus on innovation and sustainability and the business supports long-term growth through digital transformation and ESG initiatives. Your new role You will be an interim Valuations Product Controller for an initial 12 months. Your responsibilities will be to: Manage and update the team's automated scheduling tool to reflect evolving project requirements and priorities.Review and challenge the accuracy of market data used in valuation processes.Provide support to European and other regional offices with rate provisioning and valuation-related tasks.Liaise with ETD and other departments to ensure data quality and completeness meet operational standards.Apply revaluation system expertise to assist colleagues within Product Control and collaborate with external stakeholders.Contribute to discussions with the Head of EV on new initiatives aimed at delivering requirements more efficiently. What you'll need to succeed Advanced Excel & AccessStrong grasp of valuation methodologies and their impact on profit and loss reporting, as well as on risk metrics such as sensitivities and local historical Value at Risk (VaR), driven by the market data curated by the team. What you'll get in return You will be working in an impressive team and have the opportunity for this to turn into a long-term opportunity. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. #
Sep 01, 2025
Seasonal
Analyst - EMEA Valuations Interim Your new company You will be working for a prominent international financial group with global reach. The business is recognised for its expertise in corporate finance, investment banking, and cross-border solutions. They also focus on innovation and sustainability and the business supports long-term growth through digital transformation and ESG initiatives. Your new role You will be an interim Valuations Product Controller for an initial 12 months. Your responsibilities will be to: Manage and update the team's automated scheduling tool to reflect evolving project requirements and priorities.Review and challenge the accuracy of market data used in valuation processes.Provide support to European and other regional offices with rate provisioning and valuation-related tasks.Liaise with ETD and other departments to ensure data quality and completeness meet operational standards.Apply revaluation system expertise to assist colleagues within Product Control and collaborate with external stakeholders.Contribute to discussions with the Head of EV on new initiatives aimed at delivering requirements more efficiently. What you'll need to succeed Advanced Excel & AccessStrong grasp of valuation methodologies and their impact on profit and loss reporting, as well as on risk metrics such as sensitivities and local historical Value at Risk (VaR), driven by the market data curated by the team. What you'll get in return You will be working in an impressive team and have the opportunity for this to turn into a long-term opportunity. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. #
Ready to build a rewarding career in financial services? Our Client is looking for a proactive and detail-focused Technical Research Analyst to join it's expanding ad well established Independent Financial Adviser (IFA) firm on the outskirts of Birmingham centre. This is a fantastic opportunity to gain hands-on experience across technical analysis, financial planning, and compliance support-perfect for someone keen to grow into a professional role in the wealth management or advisory space. Whether you're looking to specialise in technical services, move into financial advice, or explore compliance and regulatory frameworks, this role offers the exposure and support to shape your career. What You'll Do: Be the go-to technical support for advisers, sales support team and compliance function. Prepare detailed Capital Gains Tax (CGT) and chargeable event gain calculations. Support complex pension income and lifetime allowance assessments. Build and maintain cashflow modelling reports (e.g. using Voyant) to support financial planning. Gather, verify and analyse client data to support the advice process. Liaise with providers and platforms for valuations, quotes, and information. Maintain accurate, compliant client records using Intelligent Office. Ensure all tasks meet FCA compliance standards and service level agreements. Contribute to the continuous improvement of processes, documentation, and client outcomes. What You'll Bring: Experience in a technical or administrative role within an IFA, wealth management, or financial planning environment. Strong working knowledge of pensions, ISAs, bonds, and other financial products. Understanding of FCA regulatory standards and compliance procedures. Familiarity with tools such as Intelligent Office , Voyant , or Dynamic Planner . Exceptional attention to detail, analytical thinking, and time management. Strong written and verbal communication skills. A collaborative mindset and eagerness to learn and grow. Desirable (But Not Essential): Certificate in Financial Services or working towards the CII Diploma in Regulated Financial Planning (or equivalent). Experience using cashflow modelling software. What's On Offer: Competitive salary and benefits. Structured support for professional development and qualifications . A clear career path-whether you aspire to be a Technical Specialist , Financial Adviser or Compliance Specialist . A collaborative, ethical, and supportive team culture. Exposure to a wide range of client cases and technical scenarios. This is more than just a technical support role-it's a launchpad into a long-term career in financial services. If you're ambitious, curious, and committed to high-quality outcomes, our client would love to hear from you. Apply now to join a forward-thinking IFA firm where your future in financial services can flourish.
Sep 01, 2025
Full time
Ready to build a rewarding career in financial services? Our Client is looking for a proactive and detail-focused Technical Research Analyst to join it's expanding ad well established Independent Financial Adviser (IFA) firm on the outskirts of Birmingham centre. This is a fantastic opportunity to gain hands-on experience across technical analysis, financial planning, and compliance support-perfect for someone keen to grow into a professional role in the wealth management or advisory space. Whether you're looking to specialise in technical services, move into financial advice, or explore compliance and regulatory frameworks, this role offers the exposure and support to shape your career. What You'll Do: Be the go-to technical support for advisers, sales support team and compliance function. Prepare detailed Capital Gains Tax (CGT) and chargeable event gain calculations. Support complex pension income and lifetime allowance assessments. Build and maintain cashflow modelling reports (e.g. using Voyant) to support financial planning. Gather, verify and analyse client data to support the advice process. Liaise with providers and platforms for valuations, quotes, and information. Maintain accurate, compliant client records using Intelligent Office. Ensure all tasks meet FCA compliance standards and service level agreements. Contribute to the continuous improvement of processes, documentation, and client outcomes. What You'll Bring: Experience in a technical or administrative role within an IFA, wealth management, or financial planning environment. Strong working knowledge of pensions, ISAs, bonds, and other financial products. Understanding of FCA regulatory standards and compliance procedures. Familiarity with tools such as Intelligent Office , Voyant , or Dynamic Planner . Exceptional attention to detail, analytical thinking, and time management. Strong written and verbal communication skills. A collaborative mindset and eagerness to learn and grow. Desirable (But Not Essential): Certificate in Financial Services or working towards the CII Diploma in Regulated Financial Planning (or equivalent). Experience using cashflow modelling software. What's On Offer: Competitive salary and benefits. Structured support for professional development and qualifications . A clear career path-whether you aspire to be a Technical Specialist , Financial Adviser or Compliance Specialist . A collaborative, ethical, and supportive team culture. Exposure to a wide range of client cases and technical scenarios. This is more than just a technical support role-it's a launchpad into a long-term career in financial services. If you're ambitious, curious, and committed to high-quality outcomes, our client would love to hear from you. Apply now to join a forward-thinking IFA firm where your future in financial services can flourish.
Contract Actuarial Calculations Analyst - Defined Benefits Our client is looking for an Actuarial Calculations Analyst with Defined Benefits experience. The assignment has been initially scoped for 3 - 6 months with potential to extend beyond long term thereafter. The role has been deemed Inside IR35. Fully remote working Inside IR35 Market rates Skills & experience Solid Actuarial experience Defined Benefit experience Calculations Experience of completing member options calculations. Able to provide calculation support for standard and non-standard member option calculations Analyse new scheme benefit data and enable automated tool (to run and maximise outputs in order to remove manual calculations support). Strong IT skills, particularly Excel Knowledge of technical actuarial concepts, specifically principles underlying bulk annuity pricing Awareness of DB buy in/buy out market, life insurance/relevant regulation. Any experience of GMP would be a distinct advantage Support Head of True up, DB Actuary and DB Senior Actuarial Analyst in accurate and timely delivery of data true ups. Carry out all necessary BAU work for in force business which includes scheme valuations. Prepare individual member calculations and ensure they are delivered in a timely and accurate manner. Due to the volume of applications received for positions, it will not be possible to respond to all applications and only applicants who are considered suitable for interview will be contacted. Proactive Appointments Limited operates as an employment agency and employment business and is an equal opportunities organisation We take our obligations to protect your personal data very seriously. Any information provided to us will be processed as detailed in our Privacy Notice, a copy of which can be found on our website
Aug 29, 2025
Contractor
Contract Actuarial Calculations Analyst - Defined Benefits Our client is looking for an Actuarial Calculations Analyst with Defined Benefits experience. The assignment has been initially scoped for 3 - 6 months with potential to extend beyond long term thereafter. The role has been deemed Inside IR35. Fully remote working Inside IR35 Market rates Skills & experience Solid Actuarial experience Defined Benefit experience Calculations Experience of completing member options calculations. Able to provide calculation support for standard and non-standard member option calculations Analyse new scheme benefit data and enable automated tool (to run and maximise outputs in order to remove manual calculations support). Strong IT skills, particularly Excel Knowledge of technical actuarial concepts, specifically principles underlying bulk annuity pricing Awareness of DB buy in/buy out market, life insurance/relevant regulation. Any experience of GMP would be a distinct advantage Support Head of True up, DB Actuary and DB Senior Actuarial Analyst in accurate and timely delivery of data true ups. Carry out all necessary BAU work for in force business which includes scheme valuations. Prepare individual member calculations and ensure they are delivered in a timely and accurate manner. Due to the volume of applications received for positions, it will not be possible to respond to all applications and only applicants who are considered suitable for interview will be contacted. Proactive Appointments Limited operates as an employment agency and employment business and is an equal opportunities organisation We take our obligations to protect your personal data very seriously. Any information provided to us will be processed as detailed in our Privacy Notice, a copy of which can be found on our website
