The Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world's deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary research of a globally integrated team of sector specialists. Our shared research language, combining fundamental, quantitative valuation and technical inputs, facilitates the comparison of ideas across sectors and geographies. Global Fixed Income, Currency and Commodities manages a broad range of strategies, through funds and/or separate accounts, including investment grade credit, high yield, emerging market debt, unconstrained and aggregate strategies, long duration, stable value, FX, short duration, global bonds, structured products, mortgages and tax-aware strategies. Role Summary Our team puts clients first so we are looking for candidates that share our enthusiasm for delivering a first class client experience through an engaging and proactive sales approach. We are seeking a team-oriented self-starter who displays initiative and a positive attitude, a high level of integrity and the motivation to develop market opportunities. As an Investment Specialist, you will actively engage in maintaining and developing relationships between the investment desks and distribution teams. You will represent your investment team on business related matters, including, but not limited to marketing, product development and sales/retention strategy. Most importantly, we believe in doing 'first class business in a first class way'. Therefore, you should share our passion for creating an exceptional client experience and managing our business in an ethical and compliant way. Job Responsibilities You will be responsible for Unconstrained Fixed Income EMEA and will work closely with the CIO, portfolio managers and other Investment specialist in London, Mumbai and New York to coordinate the efforts across the global team Work closely with our client advisors across channels to represent Unconstrained Fixed Income strategies and develop business across EMEA Collaborate with product development You will engage with key clients around macro views and represent the Credit investment team in various forums You will know the portfolios you represent as if you are the Portfolio Manager ("PM"). You will be fully integrated with the investment team to ensure that as much of the PM's time as possible is devoted to investing. Be accountable for client and RFP materials as well as internal marketing tools, and to promote the strategies we represent internally and externally. Engagement with the sales teams across distribution channels is essential to jointly develop distribution strategy, targets and tactical plans. Required qualifications, capabilities and skills Extensive knowledge and experience in Global fixed income markets and a knowledge across a number of different fixed income sectors given the nature of Unconstrained Fixed Income Demonstrated track record in developing business across a range of investor segments, including retail, institutional and sovereign. Developed interpersonal, presentation skills and ability to deal with clients and colleagues at all levels Proven leadership skills Excellent time management - able to prioritise issues and respond in a timely manner Strong communication skills, both written and oral Preferred qualifications, capabilities and skills Degree, preferably in Finance, Economics or related subjects CFA would be additive Strong knowledge of Bloomberg, PowerPoint, and advanced level of Excel J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Sep 05, 2025
Full time
The Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world's deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary research of a globally integrated team of sector specialists. Our shared research language, combining fundamental, quantitative valuation and technical inputs, facilitates the comparison of ideas across sectors and geographies. Global Fixed Income, Currency and Commodities manages a broad range of strategies, through funds and/or separate accounts, including investment grade credit, high yield, emerging market debt, unconstrained and aggregate strategies, long duration, stable value, FX, short duration, global bonds, structured products, mortgages and tax-aware strategies. Role Summary Our team puts clients first so we are looking for candidates that share our enthusiasm for delivering a first class client experience through an engaging and proactive sales approach. We are seeking a team-oriented self-starter who displays initiative and a positive attitude, a high level of integrity and the motivation to develop market opportunities. As an Investment Specialist, you will actively engage in maintaining and developing relationships between the investment desks and distribution teams. You will represent your investment team on business related matters, including, but not limited to marketing, product development and sales/retention strategy. Most importantly, we believe in doing 'first class business in a first class way'. Therefore, you should share our passion for creating an exceptional client experience and managing our business in an ethical and compliant way. Job Responsibilities You will be responsible for Unconstrained Fixed Income EMEA and will work closely with the CIO, portfolio managers and other Investment specialist in London, Mumbai and New York to coordinate the efforts across the global team Work closely with our client advisors across channels to represent Unconstrained Fixed Income strategies and develop business across EMEA Collaborate with product development You will engage with key clients around macro views and represent the Credit investment team in various forums You will know the portfolios you represent as if you are the Portfolio Manager ("PM"). You will be fully integrated with the investment team to ensure that as much of the PM's time as possible is devoted to investing. Be accountable for client and RFP materials as well as internal marketing tools, and to promote the strategies we represent internally and externally. Engagement with the sales teams across distribution channels is essential to jointly develop distribution strategy, targets and tactical plans. Required qualifications, capabilities and skills Extensive knowledge and experience in Global fixed income markets and a knowledge across a number of different fixed income sectors given the nature of Unconstrained Fixed Income Demonstrated track record in developing business across a range of investor segments, including retail, institutional and sovereign. Developed interpersonal, presentation skills and ability to deal with clients and colleagues at all levels Proven leadership skills Excellent time management - able to prioritise issues and respond in a timely manner Strong communication skills, both written and oral Preferred qualifications, capabilities and skills Degree, preferably in Finance, Economics or related subjects CFA would be additive Strong knowledge of Bloomberg, PowerPoint, and advanced level of Excel J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join the Close Brothers Finance Team where you will take responsibility for advising the business and finance teams, as well as taking ownership for the project management of tax projects and deliverables. Working as part of the Finance team our ideal team member will have previous experience in managing statutory tax compliance deadlines and obligations with an excellent ability to analyse numerical data, verbal data and all other sources of information. RESPONSIBILITIES Manage the Corporation Tax calculations for UK, Channel Islands, and Irish entities. Manage all associated projects e.g. Research and development and capital allowances. Ensure that tax computations and returns are filed with the relevant tax authorities, in the correct format and on a timely basis e.g. Corporation tax and PSA returns. Assist the line manager, the Tax finance director and tax accountants in ensuring that tax payments are made accurately and on time to the relevant tax authorities. Respond to tax related queries from internal or external stakeholders on a timely basis and in a practical/ commercial way e.g. tax advisory to business on a new product or queries from HMRC. Provide support to the finance function during reporting periods such as interim and yearend including preparation of detailed taxation calculations and statutory reporting forms. Ensure that adequate controls are in place including those required by the Senior Accounting Officer regulations and keeping documentation and risk registers up to date. Provide assistance in other areas of tax as required e.g. VAT. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE: Experience in direct taxes. Professional qualification in accounting e.g. ACA, CA, ACCA, CTA or equivalent work experience. IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE: Experience in financial services. Experience in software tools such as SAP and ALFA. Professional qualification in tax e.g. ATT or CTA. We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Cycle to work scheme Gym discounts Purchase additional holiday
Sep 05, 2025
Full time
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join the Close Brothers Finance Team where you will take responsibility for advising the business and finance teams, as well as taking ownership for the project management of tax projects and deliverables. Working as part of the Finance team our ideal team member will have previous experience in managing statutory tax compliance deadlines and obligations with an excellent ability to analyse numerical data, verbal data and all other sources of information. RESPONSIBILITIES Manage the Corporation Tax calculations for UK, Channel Islands, and Irish entities. Manage all associated projects e.g. Research and development and capital allowances. Ensure that tax computations and returns are filed with the relevant tax authorities, in the correct format and on a timely basis e.g. Corporation tax and PSA returns. Assist the line manager, the Tax finance director and tax accountants in ensuring that tax payments are made accurately and on time to the relevant tax authorities. Respond to tax related queries from internal or external stakeholders on a timely basis and in a practical/ commercial way e.g. tax advisory to business on a new product or queries from HMRC. Provide support to the finance function during reporting periods such as interim and yearend including preparation of detailed taxation calculations and statutory reporting forms. Ensure that adequate controls are in place including those required by the Senior Accounting Officer regulations and keeping documentation and risk registers up to date. Provide assistance in other areas of tax as required e.g. VAT. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE: Experience in direct taxes. Professional qualification in accounting e.g. ACA, CA, ACCA, CTA or equivalent work experience. IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE: Experience in financial services. Experience in software tools such as SAP and ALFA. Professional qualification in tax e.g. ATT or CTA. We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Cycle to work scheme Gym discounts Purchase additional holiday
Financial Administrator (wealth management) Offices near Horsham/West Grinstead (Sussex) Boutique IFA with 400 private clients £35k basic salary plus discretionary bonuses My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years. The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system. The Directors are creating a brand-new role for a Financial Administrator who will be responsible for conducting end to end administration and supporting with the entire back-office function within the business. Duties will include but are not limited to: processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, general office administration, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 1 year of wealth management administration experience, ideally 2+ years, but team fit will be crucial for this role. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.
Sep 01, 2025
Full time
Financial Administrator (wealth management) Offices near Horsham/West Grinstead (Sussex) Boutique IFA with 400 private clients £35k basic salary plus discretionary bonuses My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years. The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system. The Directors are creating a brand-new role for a Financial Administrator who will be responsible for conducting end to end administration and supporting with the entire back-office function within the business. Duties will include but are not limited to: processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, general office administration, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 1 year of wealth management administration experience, ideally 2+ years, but team fit will be crucial for this role. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.
TPF Recruitment is recruiting for a Private Client Tax Senior Manager on behalf of a fantastic large, top 10, Kent based firm of chartered accountants. This is a fantastic career opportunity for a Private Client Tax Senior Manager to join a highly reputable accountancy practice in an autonomous and exciting career. You can be based in multiple locations across Kent. Our client is a highly reputable and well known top 10 firm of chartered accountants based in Kent with offices across the UK and a national, and international reach. They have a fantastic reputation, excellent culture and have seen significant growth over the last 5 years. They are now looking for a Private Client Senior Manager to join their team in a highly rewarding position. They prioritise their staff's welfare and offer a great flexible working environment. Joining the firm as a Private Client Tax Senior Manager, with a clear path to progress, you will deliver personal tax and advisory services to a wide ranging client base of directors of owner-managed businesses, property clients, wealthy individuals and private clients. You will be supported by a medium size, and very experienced tax team. You will take a client facing position, overseeing the provision of advisory services across a wide spectrum of personal tax issues, IHT, CGT, trusts estates etc. You will lead and influence your team and look to drive the development of the private client tax services in this leading Top1firm. You will be responsible for developing client relationships, maintaining and bringing in new business to bolster the businesses private client offering, and play a lead role in the growth and development of the Kent office's private client offering. Requirements ATT and CTA, ACA, ACCA or STEP qualified Previous experience operating at a senior level within Private Client Tax Proven experience in client handling - ability to provide a high level of client relationship that is vital to this role Proven tax experience in producing high quality work on complex UK private client matters, within budget Tax experience from a practice background would be a distinct advantage preferably within a top 100/ large independent firm Benefits Private Client Tax Senior Manager - Top 10 Accountants in Tunbridge Wells Private medical insurance Life assurance Pension contribution Hybrid working model Generous holiday package Option to purchase additional holiday Shared parental leave Please apply for the vacancy or contact Tristan Finch for a confidential conversation regarding this position, and similar opportunities. (url removed) (phone number removed)
Sep 01, 2025
Full time
TPF Recruitment is recruiting for a Private Client Tax Senior Manager on behalf of a fantastic large, top 10, Kent based firm of chartered accountants. This is a fantastic career opportunity for a Private Client Tax Senior Manager to join a highly reputable accountancy practice in an autonomous and exciting career. You can be based in multiple locations across Kent. Our client is a highly reputable and well known top 10 firm of chartered accountants based in Kent with offices across the UK and a national, and international reach. They have a fantastic reputation, excellent culture and have seen significant growth over the last 5 years. They are now looking for a Private Client Senior Manager to join their team in a highly rewarding position. They prioritise their staff's welfare and offer a great flexible working environment. Joining the firm as a Private Client Tax Senior Manager, with a clear path to progress, you will deliver personal tax and advisory services to a wide ranging client base of directors of owner-managed businesses, property clients, wealthy individuals and private clients. You will be supported by a medium size, and very experienced tax team. You will take a client facing position, overseeing the provision of advisory services across a wide spectrum of personal tax issues, IHT, CGT, trusts estates etc. You will lead and influence your team and look to drive the development of the private client tax services in this leading Top1firm. You will be responsible for developing client relationships, maintaining and bringing in new business to bolster the businesses private client offering, and play a lead role in the growth and development of the Kent office's private client offering. Requirements ATT and CTA, ACA, ACCA or STEP qualified Previous experience operating at a senior level within Private Client Tax Proven experience in client handling - ability to provide a high level of client relationship that is vital to this role Proven tax experience in producing high quality work on complex UK private client matters, within budget Tax experience from a practice background would be a distinct advantage preferably within a top 100/ large independent firm Benefits Private Client Tax Senior Manager - Top 10 Accountants in Tunbridge Wells Private medical insurance Life assurance Pension contribution Hybrid working model Generous holiday package Option to purchase additional holiday Shared parental leave Please apply for the vacancy or contact Tristan Finch for a confidential conversation regarding this position, and similar opportunities. (url removed) (phone number removed)
