Current Vacancies

• Insurance Solicitor

  consultant: Richard Pollard reference: RP-6536 Location: Holburn, London
  Salary: £70000 per Annum Contract: Permanent

  Insurance Regulatory Associate (5-7 PQE)
  Salary: £Negotiable + London Weighting
  Location: London
  
  Heat Recruitment is looking for an experienced Insurance Solicitor with 5-7 PQE who has worked as an insurance and reinsurance regulatory solicitor, to join a team within a Legal 500 Practice. The opportunity will provide an exciting and rewarding place to work within a top tier remuneration package.
  
  
  Responsibilities
  
  To attract and develop new clients and new business
  Report to the Funds Partner
  Develop the Practice in an innovative manner
  Advise proprietary and mutual, life and general, reinsurers and reinsurance mediators
  Deal in all aspects of The Financial Services and Markets Act 2000 and the secondary legislation made under it (including the FSA's prudential, conduct of business, supervision manual and client money rules, and its perimeter guidance)
  Part IV permission applications and applications to vary them
  
  Skills
  
  Experience of handling Part VII transfers of insurance business/innovations of insurance policies
  Acquisitions of control
  Market experience of Lloyd's
  Insurance sector and regulatory understanding
  Medium and long-term understanding of how developments in Solvency II, the new EU and UK regulatory architecture, will affect reinsurers and mediators
  Drafting and Negotiation
  Technical and Problem-solving
  Organisation, time and project management
  Excellent client service

  Add to Folderreference: RP-6536

• International Tax

  consultant: Nick Whomes reference: NW-6847 Location: Yeovil, Somerset
  Salary: £45000 per Annum Contract: Permanent

  International Tax Accountant
  Location: Yeovil
  Salary: £25,000 - £45,000

  
  Our client is a recognised expert in their field and has grown at an exceptional rate and are looking for motivated team players, who would enjoy the challenge of working in a unique, international environment, where success is driven by results and a high quality client service.
  They are now seeking to recruit an International Tax Accountant

  Responsibilities:

  Reporting to Head of Tax Services and working in a small team of international tax professionals you will provide advice and support on various corporate tax consultancy projects including but not limited to international and transfer pricing aspects
  Continually research new products and services and ensure knowledge is kept up-to-date with legislation and procedures
  Working closely with the Client Service Directors to assist with proposals and pitches for new work
  Transfer Pricing inter-company agreements, benchmarking studies, & documentation requirements
  Tax treaties PE risk assessment
  Tax planning, IT planning

  Skills:

  Financial / Accountancy Degree (or equivalent)
  ATT, CTA, ACA, ACCA, CIMA Qualified, but not essential
  Experience, in a financial environment
  Knowledge of EC Tax Law - EC tax directives; ECJ jurisprudence
  US tax law knowledge, CFC rules, subpart f income, IRS transfer pricing regulations
  VAT knowledge and experience, awareness of general and direct tax implications within international settings
  Excellent communication and use of the English language.
  Good organisational and multi-tasking skills
  Other languages an advantage

  Add to Folderreference: NW-6847

• Investment Administrator

  consultant: Isabelle Madams reference: IM-6904 Location: Manchester, Lancashire
  Salary: £20000 per Annum Contract: Permanent

  Investment Administrator
  £18,000 - £20,000
  Manchester

  A great opportunity for a Financial Services Administrator to join a leading IFA firm based in Manchester. Specialising in the field of Personal Injury, they are looking for someone to provide excellent client services support and an Investment Administration service.

  Responsibilities

  Handling and responding to all client enquires in polite and professional manner
  Valuation production and encashment processing
  Providing information in preparation for annual review meetings with clients
  General administration duties

  Skills

  Ideally you will possess experience of 1st Software
  Excellent communication skills - both written and verbal
  Ability to multi task and prioritise a heavy workload
  Previous experience of working in a client servicing role within a Financial Services environment is essential
  Relevant Financial Services qualifications are desirable

  Add to Folderreference: IM-6904

• Investment Manager

  consultant: Isabelle Madams reference: DK-6612 Location: Cheltenham, Gloucestershire
  Salary: £25000 per Annum Contract: Permanent

  Position: Investment Manager
  Location: Cheltenham
  Salary: £Negotiable

  
  A well known and established national investment management organisation are looking to hire an Investment Manager to assist in the running of a client base of Discretionary and Advisory portfolios.

  
  Duties

  
  To assist in the building and development of the team client base by nurturing the client referral momentum and identifying new business opportunities
  Manage discretionary and advisory funds within a team ethos
  Maintain an up-to-date knowledge of markets and products through training Monitor and review portfolio strategy and investment on a general and portfolio specific level, applying the principles of Suitability, TFC and KYC
  To maintain an in-depth understanding of financial markets/risk management techniques/regulatory requirements

  
  Skills and Qualifications

  
  Full CISI Diploma; CISI Masters in Wealth Management or 'equivalent approved examination'
  RDR compliant - ongoing; CF30 or similar
  Likely to be educated to degree level
  Word and Excel proficient
  Own client bank preferable

  Add to Folderreference: DK-6612

• Investment Manager

  consultant: Isabelle Madams reference: IM-6699 Location: Liverpool, Lancashire
  Salary: £50000 per Annum Contract: Permanent

  Position: Investment Manager
  Location: Liverpool
  Salary: £50,000 - £60,000 (Neg D.O.E)
  
  An RDR ready, national, Wealth Management Company are looking for a qualified Investment Manager to manage discretionary and advisory funds for their Liverpool office. With an outstanding reputation across the Investment arena, my client prides themselves on building long term, lasting relationships where they can provide personalised investment management solutions for their clients.

  
  Responsibilities:
  
  
  Assist in the running of a client base of Discretionary and Advisory portfolios
  Monitor and review portfolio strategy and investment on a general and portfolio specific level, applying the principles of Suitability
  Ensuring that a first class service is provided to all clients, at all times and in a timely manner
  Combine with established team and office personnel to develop and advance the business
  Understand and comply with all of the FSA regulations and principles applying to the role as an Approved Person with the FSA
  
  
  Skills:
  

  Previous experience within Investment Management and a transferable client bank is essential.
  You will be at least IMC Level 4 qualified to comply with RDR and are likely to be educated to degree level.

  Add to Folderreference: IM-6699

• Investment Manager

  consultant: James Ackland reference: JA-6696 Location: Dorchester, Dorset
  Salary: £50000 per Annum Contract: Permanent

  Investment Manager
  Location: Dorset
  Salary: £Neg D.O.E

  An RDR ready, National, reputable Investment Management firm, which provides Investment Management, Pensions and Advisory Services for Private, Institutional and Corporate clients are looking for a qualified Investment Manager for their Dorset office. The role will revolve around Discretionary portfolio management so you will need to be at least Level 4 qualified.

  
  Responsibilities:

  
  Advising on and managing the investments of clients and to provide any other related services which fall within the Client Agreement and which are within the defined competency of the Manager
  To represent the company and the division to clients, potential clients and introducers of clients at the standard necessary to develop the business in accordance with strategic and financial objectives
  Maintain the highest standards of compliance in keeping with the company's obligations to clients, counterparties and the regulator
  Responsible for the management of a portfolio of clients
  Developing new clients
  Providing factual advice for a broad range of clients

  Skills and Qualifications:

  
  CISI Qualified (Diploma qualified)
  RDR Compliant
  IMC Qualified
  Wealth Masters
  Demonstrable experience of Client Investment Management
  Fully understand the changes coming into place
  Have an in-depth understanding of financial markets, wealth management and compliance
  Candidates with their own client base would be looked on favourably

  Add to Folderreference: JA-6696

• Investment Manager

  consultant: James Rendell reference: JR-6614 Location: Cheltenham, Gloucestershire
  Salary: £50000 per Annum Contract: Permanent

  Position: Investment Manager
  Location: Cheltenham
  Salary: £Negotiable

  
  A well known and established national investment management organisation are looking to hire an Investment Manager to assist in the running of a client base of Discretionary and Advisory portfolios

  
  Duties

  
  To assist in the building and development of the team client base by nurturing the client referral momentum and identifying new business opportunities
  Manage discretionary and advisory funds within a team ethos
  Maintain an up-to-date knowledge of markets and products through training Monitor and review portfolio strategy and investment on a general and portfolio specific level, applying the principles of Suitability, TFC and KYC
  To maintain an in-depth understanding of financial markets/risk management techniques/regulatory requirements

  
  Skills and Qualifications

  
  Full CISI Diploma; CISI Masters in Wealth Management or 'equivalent approved examination'
  RDR compliant - ongoing; CF30 or similar
  Likely to be educated to degree level
  Word and Excel proficient
  Own client bank preferable

  Add to Folderreference: JR-6614

• Investment Manager

  consultant: James Rendell reference: JR-6803 Location: Liverpool, Lancashire
  Salary: £50000 per Annum Contract: Permanent

  Investment Manager
  Location: Liverpool
  Salary: £Negotiable

  Our client is a popular, well known and established investment and wealth management giant who are looking for an experienced investment manager to join their Liverpool team. With the backing and support of a large organisation this presents a magical opportunity to progress your career with a competitive salary and great benefits

  Duties

  Build, develop and maintain a client base of personal and corporate clients
  Identifying new business opportunities via referrals, networking and through existing contacts
  Manage discretionary and advisory funds
  Maintain an up-to-date knowledge of markets and products whilst applying the principles of Suitability, TFC and KYC
  To maintain an in-depth understanding of financial markets/risk management techniques/regulatory requirements

  Skills and Qualifications

  Full CISI Diploma; CISI Masters in Wealth Management or 'equivalent approved examination'
  RDR compliant - ongoing; CF30 or similar
  Likely to be educated to degree level
  Word and Excel proficient
  Own client bank would be preferable

  Add to Folderreference: JR-6803

• Investment Manager

  consultant: James Rendell reference: JR-6809 Location: Bristol
  Salary: £70000 per Annum Contract: Permanent

  Position: Investment Manager
  Location: Bristol
  Salary: £Negotiable

  A well known and established national investment management organisation are looking to hire 2 investment managers to assist in the running of a client base of Discretionary and Advisory portfolios.

  Duties

  To assist in the building and development of the team client base by nurturing the client referral momentum and identifying new business opportunities
  Manage discretionary and advisory funds within a team ethos
  Maintain an up-to-date knowledge of markets and products through training Monitor and review portfolio strategy and investment on a general and portfolio specific level, applying the principles of Suitability, TFC and KYC
  To maintain an in-depth understanding of financial markets/risk management techniques/regulatory requirements

  Skills and Qualifications

  Full CISI Diploma; CISI Masters in Wealth Management or 'equivalent approved examination'
  RDR compliant - ongoing; CF30 or similar
  Likely to be educated to degree level
  Word and Excel proficient
  Own client bank preferable

  Add to Folderreference: JR-6809

• Investment Manager

  consultant: James Rendell reference: JR-6861 Location: Plymouth, Devon
  Salary: £60000 per Annum Contract: Permanent

  Investment Manager
  Location: South Devon
  Salary: £Neg D.O.E

  An RDR ready, National, reputable Investment Management firm, which provides Investment Management, Pensions and Advisory Services for Private, Institutional and Corporate clients are looking for a qualified Investment Manager for their South Devon office. The role will revolve around Discretionary portfolio management so you will need to be at least Level 4 qualified.

  Responsibilities:

  Advising on and managing the investments of clients and to provide any other related services which fall within the Client Agreement and which are within the defined competency of the Manager
  To represent the company and the division to clients, potential clients and introducers of clients at the standard necessary to develop the business in accordance with strategic and financial objectives
  Maintain the highest standards of compliance in keeping with the company's obligations to clients, counterparties and the regulator
  Responsible for the management of a portfolio of clients
  Developing new clients
  Providing factual advice for a broad range of clients

  Skills and Qualifications:

  CISI Qualified (Diploma qualified)
  RDR Compliant
  IMC Qualified
  Wealth Masters
  Demonstrable experience of Client Investment Management
  Fully understand the changes coming into place
  Have an in-depth understanding of financial markets, wealth management and compliance
  Candidates with their own client base would be looked on favourably

  Add to Folderreference: JR-6861