About the Role A well-established wealth and financial planning firm is expanding its Advice Complaints function and seeking an SME and a Lead Manager to help shape and develop this area. Key responsibilities include: Managing and resolving regulated complaints related to Financial Planning advice. Ensuring compliance with FCA regulations and engaging with key stakeholders such as the Financial Ombudsman Service and PI brokers. Overseeing investigations, maintaining governance standards, […]

Our client is a fast-growing, global Investment Management firm that are recognised for their collaborative culture. They are now looking to add an enthusiastic and driven Institutional Relationship Manager to join their high-performing team on a 12 month fixed term contract basis in London. The Institutional Relationship Manager will take responsibility for the following duties: Leading the […]

A global equities boutique is seeking an ambitious individual to join their Institutional Clients team. This role will report to the Head of Institutional Clients & Head of Sustainability.   Key responsibilities: Prepare marketing materials to develop new client relationships and support existing relationships. Respond to incoming queries and requests, tracking communications on internal and […]

An exciting opportunity has arisen for an experienced professional to join the Client Services team of a leading global Investment Management firm. This position is particularly suited for candidates seeking to enter a position in the lucrative private markets space in an end-to-end role.   Key Responsibilities: Day to day point of contact for investors. […]

A growing boutique asset management firm is looking for a highly experienced candidate to join their Client Service Function. The Senior Client Service Manager will report directly to the Head of Sales and Marketing while working closely with the Head of Business Development. This role will maintain relationships with tier 1 clients, provide support to the sales team […]

A specialist boutique asset management firm is looking for a highly experienced candidate to join their Marketing and Client Service Function. The Senior Client Service Manager will report directly to the Head of Business Development and support various client relationships, manage the client services team, and maintain the excellent reputation the company has with its […]

Our client is a Global Investment Management firm, renowned for their client-centric approach. Due to continued business success, they are now looking to recruit a Client Service Manager to join their high-performing Client Services team on a permanent basis. Reporting directly to the Head of Client Service, the Client Service Manager will take on the […]

A specialist boutique asset management firm is looking for an experienced candidate to join their Institutional Client team. This role will involve supporting various client relationships, maintaining the excellent reputation the company has with its clients.   Elements of the role include: Deliver an outstanding client management experience to institutional clients. Act as the key […]

Our client, an established investment management firm based in the city is seeking an experienced candidate to join their Institutional Client team. The firm requires a candidate who will introduce new initiatives to the team. Key responsibilities: Develop new client relationships and support existing relationships. Respond to incoming queries and requests, maintain CRM records, and […]

An exciting opportunity has arisen to join a boutique investment management firm who are looking to hire a Client Services Specialist. This role is permanent and is best suited to candidates with a work history in sales support and client management. The Client Services Specialist will take responsibility for the following duties: Support the team with managing […]