Financial Services Manager jobs in Aldgate

The Opportunity: The Private Client Advice group provides regulated financial advice to more than 15,000 existing UK clients. Reporting to a Private Client Advice Team Leader, you will typically work with pensions, ISAs, General Investment Accounts, investment bonds and trusts. There will be opportunities for personal development in the role and the opportunity to become certified within our...

EGR Wealth is a modern, dynamic investment management business offering Discretionary Fund Management (DFM) services to a diverse range of retail clients across the UK. At EGR Wealth, we believe people deserve a better service than that offered by traditional financial institutions. We are seeking a candidate with a passion for portfolio management . This role offers a unique opportunity to...

The Finance Systems & IT Support Analyst acts as the dedicated technical specialist for all Finance-related systems, providing expert-level support, system administration, and data management across platforms such as Microsoft Dynamics, SQL Server, Visual Studio, Power Bi, Metabase and associated tools. In addition to Finance systems expertise, this role provides general IT function, contributing...

Business Development Manager (Consulting Services) Location: Our offices are in Central London, along with a number of our customers. Travel across the UK is required on an ad-hoc basis for customer visits, events etc.. You need to be able to travel onsite to London up to 3 days per week, although onsite requirements will vary from week-to-week from 0 to 3 days. Salary: £85,000 - £100,000 base...

Job Description We are currently looking to hire a Sales Executive to join our team in London! This is a great opportunity for someone who is driven and motivated to build a career within Financial Services. To be successful in this role you will have strong communication skills and the ability build a rapport with prospective clients. ROLE AND RESPONSIBILITIES - Provide proactive and timely...

You will report into the Group CEO and Group MD, and be responsible for day-to-day operational oversight across the group, overseeing the end-to-end workflow here: new business → marketing → placement → onboarding → mid-term adjustments → renewals → invoicing → claims liaison → complaints.

Consultant General Adult Psychiatry ADHD- Remote Only Role Mentus Recruitment are seeking Consultant Psychiatrists for work on a remote only basis to complete adult ADHD diagnostic assessments. Our client is a reputable provider of neurodevelopmental assessments and due to continued growth are looking for consultants in adult psychiatry to work on a remote only, self employed basis. Their patient...

You will play a pivotal role in ensuring business systems are robust, secure, well-governed, and aligned to organisational objectives, while actively supporting innovation and continuous improvement. This is a highly collaborative role, working closely with technical teams, business stakeholders, and external suppliers to deliver reliable systems, high-quality data, and seamless user experiences.

You will be responsible for winning new Med Mal related business and placing this into the Lloyds market.

You will be highly professional with a confident demeanour, as well as being extremely driven and highly ambitious, with the ability to maintain and develop business relationships and nurture business accounts with very professional people.

The Opportunity: As a Swedish Client Service Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We base your evaluation performance on meritocracy and invest in employee development to help progression and growth within the firm....

You must be UK-based and able to pass BPSS checks.

The Opportunity: As a German-speaking Institutional Sales Relationship Manager, you will be an important asset to Fisher Investments Europe's Institutional sales efforts. Your efforts will include providing strategic coverage of institutional prospective clients up to a specific size within a specific territory (e.g. institutional investors, including corporate and public pension plans,...

You will gain an in-depth perspective of the industry in ways that few in Fisher have an opportunity to do, which can prepare you for and propel you into future opportunities.

You will report to your Team Leader who will be invested in your professional development and success in the role.

Want to experience work in a sales environment? Do you have what it takes to persuade high-net-worth clients? Looking for an internship with a base salary and career development opportunities? Be the first contact with prospective high-net-worth clients as part of a two-month internship program to start your career in finance and sales. Your first week will be in training; learn the basics of the...

The Opportunity: The Senior Paraplanner under Fisher Investments Europe's UK Additions Team analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation and account structure suitability. Reporting to your team leader, in this role you will be client-facing and expected to conduct fact finding discussions,...

The Opportunity: The Paraplanner under Fisher Investments Europe's UK New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports....

You will quickly learn about our business, industry, and writing style as you translate our educational, promotional, and service-oriented content across the markets we operate in.

You will report directly to the in-house translation team leader.

The Opportunity: Fisher Investments Europe is looking for experienced individuals with a passion for delivering world-class service in a rapidly growing department. The Client Programmes Team plans and delivers hundreds of in-person educational and social events across the UK and Europe meant to inform our clients about our market outlook. We are increasing the types and volume of events across...

You will help measure campaign performance, integrate data to uncover areas we can optimises and measures new initiatives applying web data. The Opportunity: Assist with the department's web reporting needs, maintaining and improving the web data structure, providing recommendations to management to improve marketing campaign performance.

You will meet with prospective clients with the goal of gathering new clients and assets for our firm.

You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships, allowing you to focus purely on selling.