Job Specification: Employed Financial Adviser (Clients Provided) Location: London (Hybrid - 3 days in-office) Salary: £50,000 - £70,000 (DOE) + Uncapped Earnings & Discretionary Bonus Contract Type: Full-Time, Permanent Department: Private Wealth Advisory Reports To: Adviser Development Manager Role Overview Are client is seeking a motivated and experienced Financial Adviser to join the Private Wealth Advisory team in a fully employed capacity. You'll step into a high-performance, high-support environment, receiving a portfolio of high-net-worth (HNW) clients from day one. With full back-office support-including paraplanning, administration, and marketing-you'll focus solely on delivering first-class financial advice and cultivating long-term client relationships. Key Responsibilities Provide holistic financial advice to HNW individuals, families, and institutions. Manage, nurture, and grow existing client relationships. Develop financial plans covering pensions, investments, estate planning, taxation, and risk management. Expand your client base through referrals, networking, and quality in-house leads. Partner with internal teams to streamline client service delivery. Stay current with market trends, regulatory changes, and industry best practices. Required Qualifications & Experience Minimum 3 years' experience in financial advisory or wealth planning. Level 4 Diploma in Regulated Financial Planning - Required . Chartered Financial Planner status (Level 6) - Preferred . Demonstrated success in working with HNW clients. Strong communication skills and a client-centric approach. What We Offer Pre-assigned portfolio of HNW clients. Competitive salary with uncapped earning potential. Full paraplanning, admin, and marketing support. Career development through mentoring and ongoing training. Hybrid working structure with flexibility and autonomy. Benefits 24 days annual leave (plus your birthday off), increasing with tenure. NHS Medicash Health Plan. Life Assurance & Income Protection. Regular team socials and networking events. Supportive, collaborative culture within an agile firm.
Oct 07, 2025
Full time
Job Specification: Employed Financial Adviser (Clients Provided) Location: London (Hybrid - 3 days in-office) Salary: £50,000 - £70,000 (DOE) + Uncapped Earnings & Discretionary Bonus Contract Type: Full-Time, Permanent Department: Private Wealth Advisory Reports To: Adviser Development Manager Role Overview Are client is seeking a motivated and experienced Financial Adviser to join the Private Wealth Advisory team in a fully employed capacity. You'll step into a high-performance, high-support environment, receiving a portfolio of high-net-worth (HNW) clients from day one. With full back-office support-including paraplanning, administration, and marketing-you'll focus solely on delivering first-class financial advice and cultivating long-term client relationships. Key Responsibilities Provide holistic financial advice to HNW individuals, families, and institutions. Manage, nurture, and grow existing client relationships. Develop financial plans covering pensions, investments, estate planning, taxation, and risk management. Expand your client base through referrals, networking, and quality in-house leads. Partner with internal teams to streamline client service delivery. Stay current with market trends, regulatory changes, and industry best practices. Required Qualifications & Experience Minimum 3 years' experience in financial advisory or wealth planning. Level 4 Diploma in Regulated Financial Planning - Required . Chartered Financial Planner status (Level 6) - Preferred . Demonstrated success in working with HNW clients. Strong communication skills and a client-centric approach. What We Offer Pre-assigned portfolio of HNW clients. Competitive salary with uncapped earning potential. Full paraplanning, admin, and marketing support. Career development through mentoring and ongoing training. Hybrid working structure with flexibility and autonomy. Benefits 24 days annual leave (plus your birthday off), increasing with tenure. NHS Medicash Health Plan. Life Assurance & Income Protection. Regular team socials and networking events. Supportive, collaborative culture within an agile firm.
Investment Director (Fund Adviser) - 6-9 months Fixed Term Contract Based: Edinburgh or Glasgow The Scottish National Investment Bank is seeking an experienced Investment Director (Fund Adviser) to lead the development and launch of an exciting new investment fund dedicated to supporting university spinouts and early-stage student startups across Scotland. This unique role offers the opportunity to shape a high-impact initiative, backed by the Bank in partnership with the Scottish Government and Scottish Universities, that will strengthen the pipeline of innovation-driven companies emerging from our world-class academic institutions. Working at the intersection of venture capital, public-private partnership, and Scotland's innovation ecosystem, you will play a central role in defining, structuring, and readying the fund for launch - building investor confidence, validating the market opportunity, and ensuring strong governance and compliance. We encourage applications from candidates who believe they can excel in this role, even if you do not meet every requirement. We value diverse experiences and perspectives, and your unique background could be an asset to our team. The Bank champions flexible working and strives to build a fairer, more sustainable, and innovative Scotland. About You You will be an investment professional with a proven background in venture capital, early-stage investment, or fund formation, combined with a deep understanding of the Scottish innovation and university spinout landscape. You will bring: Demonstrated experience in venture capital, early-stage investment, or fund structuring. Knowledge of Scotland's innovation and higher education ecosystem. Proven ability to secure institutional or strategic investment partners. Excellent communication, stakeholder management, and strategic planning skills. Experience with public-private investment models or development/national banks (advantageous). A network across UK and European VC and university innovation ecosystems (desirable). Key Responsibilities Analyse the track record of Scottish universities in spinouts and startups to inform fund design and strategy. Conduct structured market validation to identify funding gaps, unmet capital needs, and investment opportunities. Engage with universities, accelerators, incubators, and investors to refine the investment thesis. Build momentum with prospective co-investors and Limited Partners, shaping the fund's value proposition. Propose an optimal fund structure, governance, and compliance framework. Define core elements including fund size, investment strategy, target returns, and operational model. Work with advisors to ensure launch readiness. At the Scottish National Investment Bank, you will find a supportive culture that values your expertise and autonomy, encourages continuous learning, and offers opportunities for meaningful work. On offer is a salary range of £106-125k, depending on your level of experience. In addition, we offer 30 days annual leave plus public holidays, a 12% non-contributory pension and access to our EV Salary Sacrifice and Green Commute Cycle to Work Schemes, volunteer days and much more. We operate a hybrid working model and are very open to discussing flexible working patterns. If you are eligible under the Disability Confident Scheme, or need any adjustments to support your application, such as information in alternative formats or special requirements to access our buildings, please reach out to us. Our commitment is to provide the support you need to participate fully in our recruitment process.
Oct 07, 2025
Full time
Investment Director (Fund Adviser) - 6-9 months Fixed Term Contract Based: Edinburgh or Glasgow The Scottish National Investment Bank is seeking an experienced Investment Director (Fund Adviser) to lead the development and launch of an exciting new investment fund dedicated to supporting university spinouts and early-stage student startups across Scotland. This unique role offers the opportunity to shape a high-impact initiative, backed by the Bank in partnership with the Scottish Government and Scottish Universities, that will strengthen the pipeline of innovation-driven companies emerging from our world-class academic institutions. Working at the intersection of venture capital, public-private partnership, and Scotland's innovation ecosystem, you will play a central role in defining, structuring, and readying the fund for launch - building investor confidence, validating the market opportunity, and ensuring strong governance and compliance. We encourage applications from candidates who believe they can excel in this role, even if you do not meet every requirement. We value diverse experiences and perspectives, and your unique background could be an asset to our team. The Bank champions flexible working and strives to build a fairer, more sustainable, and innovative Scotland. About You You will be an investment professional with a proven background in venture capital, early-stage investment, or fund formation, combined with a deep understanding of the Scottish innovation and university spinout landscape. You will bring: Demonstrated experience in venture capital, early-stage investment, or fund structuring. Knowledge of Scotland's innovation and higher education ecosystem. Proven ability to secure institutional or strategic investment partners. Excellent communication, stakeholder management, and strategic planning skills. Experience with public-private investment models or development/national banks (advantageous). A network across UK and European VC and university innovation ecosystems (desirable). Key Responsibilities Analyse the track record of Scottish universities in spinouts and startups to inform fund design and strategy. Conduct structured market validation to identify funding gaps, unmet capital needs, and investment opportunities. Engage with universities, accelerators, incubators, and investors to refine the investment thesis. Build momentum with prospective co-investors and Limited Partners, shaping the fund's value proposition. Propose an optimal fund structure, governance, and compliance framework. Define core elements including fund size, investment strategy, target returns, and operational model. Work with advisors to ensure launch readiness. At the Scottish National Investment Bank, you will find a supportive culture that values your expertise and autonomy, encourages continuous learning, and offers opportunities for meaningful work. On offer is a salary range of £106-125k, depending on your level of experience. In addition, we offer 30 days annual leave plus public holidays, a 12% non-contributory pension and access to our EV Salary Sacrifice and Green Commute Cycle to Work Schemes, volunteer days and much more. We operate a hybrid working model and are very open to discussing flexible working patterns. If you are eligible under the Disability Confident Scheme, or need any adjustments to support your application, such as information in alternative formats or special requirements to access our buildings, please reach out to us. Our commitment is to provide the support you need to participate fully in our recruitment process.
Job Title: Payments Officer About the Role We are seeking a detail-oriented and proactive Payments Officer to join our Remittance & Expense team at Harbour Exchange, London. This role is pivotal in ensuring the smooth processing and verification of payments across our London and EMEA offices. You'll be responsible for managing payment queues, repairing exceptions, and maintaining high standards of accuracy and compliance. Key Responsibilities Investigate and manually repair payments that fall outside the STP workflow. Process and monitor payment queues within Montran JGPS and SWIFT, ensuring adherence to currency cut-off times. Verify payments within Montran JGPS for London and EMEA offices. Liaise with the Treasury Department to obtain cross-currency exchange rates for payment facilitation. Ensure compliance with PSD2 regulations and Dubai VAT requirements. Support month-end processing and collaborate with CSG on manual payment validations. Conduct daily FOX reconciliations. Produce monthly MIS reports and support system enhancements and UAT. About You You'll thrive in a fast-paced environment and bring: Proven accuracy and attention to detail, especially when handling high volumes of payments. Strong multitasking skills and the ability to manage competing priorities. A flexible and proactive approach to work. In-depth knowledge of payment processing standards, including PSD2 and ISO 20022. Excellent understanding of SWIFT formatting. Strong communication skills and the ability to build effective relationships with internal stakeholders. Team & Scale You'll be part of a team processing approximately 2,500 payments per week. Expected to manage over 500 payment repairs during peak month-end periods. Key relationships include PD-IS, CMS, Treasury, and EMEA offices.
Oct 07, 2025
Full time
Job Title: Payments Officer About the Role We are seeking a detail-oriented and proactive Payments Officer to join our Remittance & Expense team at Harbour Exchange, London. This role is pivotal in ensuring the smooth processing and verification of payments across our London and EMEA offices. You'll be responsible for managing payment queues, repairing exceptions, and maintaining high standards of accuracy and compliance. Key Responsibilities Investigate and manually repair payments that fall outside the STP workflow. Process and monitor payment queues within Montran JGPS and SWIFT, ensuring adherence to currency cut-off times. Verify payments within Montran JGPS for London and EMEA offices. Liaise with the Treasury Department to obtain cross-currency exchange rates for payment facilitation. Ensure compliance with PSD2 regulations and Dubai VAT requirements. Support month-end processing and collaborate with CSG on manual payment validations. Conduct daily FOX reconciliations. Produce monthly MIS reports and support system enhancements and UAT. About You You'll thrive in a fast-paced environment and bring: Proven accuracy and attention to detail, especially when handling high volumes of payments. Strong multitasking skills and the ability to manage competing priorities. A flexible and proactive approach to work. In-depth knowledge of payment processing standards, including PSD2 and ISO 20022. Excellent understanding of SWIFT formatting. Strong communication skills and the ability to build effective relationships with internal stakeholders. Team & Scale You'll be part of a team processing approximately 2,500 payments per week. Expected to manage over 500 payment repairs during peak month-end periods. Key relationships include PD-IS, CMS, Treasury, and EMEA offices.
Join Our Client as a Loans Agency Middle Office Representative (AVP). Location: London Contract Type: Temporary until September 2026 (with potential for extension) Working Model: Hybrid (2-3 days in the office) Are you ready to take the next step in your banking career? Our client, a leading name in Investment Banking, is searching for a dynamic Loans Agency Middle Office Representative to join their vibrant team. If you thrive in a fast-paced environment and are passionate about the intricacies of loan transactions, this is the opportunity for you. What You'll Be Doing: As a Loans Agency Middle Office Representative, you'll be at the heart of our client's operations, acting as the primary contact for a portfolio of syndicated loan transactions. Your responsibilities will include: Facilitating seamless communication among stakeholders. Managing cash flows and maintaining accurate registers of lender commitments and deal activity. Ensuring the safekeeping of security and coordinating amendment and waiver requests. Following procedures in the event of borrower default and enforcing security when necessary. Engaging regularly with external advisors, including legal and technical experts. Your Purpose: Your role is pivotal. You will: Support the Team Leader in executing essential functions. Assist in the development of team members and foster a positive working environment. Drive initiatives that enhance efficiency and align with strategic goals. Key Responsibilities: Serve as the primary contact for agency roles on a range of deals. organise and attend calls, meetings, and site visits. Provide coverage for team members during peak times or absences. Onboard new lender records and participate in KYC reviews. Ensure adherence to procedures and escalate issues promptly. Engage in constructive team meetings and assist with training. What You Bring: To excel in this role, you'll need: A solid understanding of banking operations, loan administration, and compliance matters. Familiarity with finance documents such as facility agreements and security trusts. Basic accounting knowledge related to lender payments. Excellent communication and interpersonal skills. Strong organisational abilities and the capacity to thrive under tight deadlines. Why Join Us? Exciting Challenges: Work on diverse transactions and develop your expertise in the loans sector. Supportive Environment: Be part of a team that values collaboration and morale. Career Growth: Opportunities for professional development and potential role extension. Location & Working Hours: This is a hybrid role, allowing you to work from the London office 2-3 days a week. Standard working hours apply, with flexibility as needed. If you're enthusiastic about shaping the future of loan agency operations and ready to join a high-profile team, we want to hear from you. Apply now and be part of something extraordinary. Our client is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Oct 07, 2025
Full time
Join Our Client as a Loans Agency Middle Office Representative (AVP). Location: London Contract Type: Temporary until September 2026 (with potential for extension) Working Model: Hybrid (2-3 days in the office) Are you ready to take the next step in your banking career? Our client, a leading name in Investment Banking, is searching for a dynamic Loans Agency Middle Office Representative to join their vibrant team. If you thrive in a fast-paced environment and are passionate about the intricacies of loan transactions, this is the opportunity for you. What You'll Be Doing: As a Loans Agency Middle Office Representative, you'll be at the heart of our client's operations, acting as the primary contact for a portfolio of syndicated loan transactions. Your responsibilities will include: Facilitating seamless communication among stakeholders. Managing cash flows and maintaining accurate registers of lender commitments and deal activity. Ensuring the safekeeping of security and coordinating amendment and waiver requests. Following procedures in the event of borrower default and enforcing security when necessary. Engaging regularly with external advisors, including legal and technical experts. Your Purpose: Your role is pivotal. You will: Support the Team Leader in executing essential functions. Assist in the development of team members and foster a positive working environment. Drive initiatives that enhance efficiency and align with strategic goals. Key Responsibilities: Serve as the primary contact for agency roles on a range of deals. organise and attend calls, meetings, and site visits. Provide coverage for team members during peak times or absences. Onboard new lender records and participate in KYC reviews. Ensure adherence to procedures and escalate issues promptly. Engage in constructive team meetings and assist with training. What You Bring: To excel in this role, you'll need: A solid understanding of banking operations, loan administration, and compliance matters. Familiarity with finance documents such as facility agreements and security trusts. Basic accounting knowledge related to lender payments. Excellent communication and interpersonal skills. Strong organisational abilities and the capacity to thrive under tight deadlines. Why Join Us? Exciting Challenges: Work on diverse transactions and develop your expertise in the loans sector. Supportive Environment: Be part of a team that values collaboration and morale. Career Growth: Opportunities for professional development and potential role extension. Location & Working Hours: This is a hybrid role, allowing you to work from the London office 2-3 days a week. Standard working hours apply, with flexibility as needed. If you're enthusiastic about shaping the future of loan agency operations and ready to join a high-profile team, we want to hear from you. Apply now and be part of something extraordinary. Our client is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Join Our Client as a Loans Administrator - Loan Agency Are you ready to jump into an exciting opportunity in the banking industry? We are looking for a dynamic and detail-oriented Loans Administrator to join our Loan Agency team on a temporary contract for 12 months. This is your chance to make a significant impact while honing your skills in a friendly and professional environment. The role is hybrid and day rate is competitive. What You'll Do: As a Loans Administrator, you will be at the heart of our operations, ensuring that our loan processes run smoothly and efficiently. Your role will involve: Conducting thorough credit checks and verifying applicant information. Processing loan applications with precision and attention to detail. Maintaining accurate records and updating our loan management systems. Collaborating with our customer service team to provide a seamless experience for our clients. Assisting in the preparation of loan documentation and ensuring compliance with regulatory requirements. Who You Are: We are looking for someone who is: Detail-Oriented: You have a keen eye for detail and can spot discrepancies. organised: You thrive in a fast-paced environment and can manage multiple tasks with ease. Communicative: You possess excellent verbal and written communication skills, allowing you to engage with clients and team members effortlessly. Proactive: You take initiative and are always looking for ways to improve processes and enhance customer satisfaction. Why Join Us? This is not just a job; it's an opportunity to grow and develop within a supportive and cheerful team. Here's what you can look forward to: Competitive Salary: We offer a salary that reflects your skills and experience. Supportive Environment: Work alongside a friendly team where your contributions are valued. Professional Development: We believe in investing in our employees. You'll have opportunities for training and career growth. Flexible Working: Enjoy a balance between work and personal life with our flexible work arrangements. What You Need: Previous experience in loans administration or a related field is preferred. Strong understanding of loan processes and banking regulations. Proficiency in MS Office and experience with loan management software. Ready to Make a Difference? If you're enthusiastic about joining a vibrant team and making a positive impact in the banking sector, we want to hear from you. This is your chance to shine in a role that offers both challenges and rewards. How to Apply: Please submit your CV and a cover letter outlining your relevant experience and why you're the perfect fit for our Loans Administrator position. Don't miss out on this fantastic opportunity to grow your career. Apply today. Join us in making a difference in the lives of our clients while enjoying a fun and professional work environment. We can't wait to meet you. LHH is an employment consultancy that believes in talent, not labels. It is important to us that we run inclusive recruitment processes to support candidates of all abilities and encourage applicants of all backgrounds and perspectives to apply. LHH is committed to building an inclusive, supportive environment to enable candidates to explore the next steps in their careers. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Oct 02, 2025
Full time
Join Our Client as a Loans Administrator - Loan Agency Are you ready to jump into an exciting opportunity in the banking industry? We are looking for a dynamic and detail-oriented Loans Administrator to join our Loan Agency team on a temporary contract for 12 months. This is your chance to make a significant impact while honing your skills in a friendly and professional environment. The role is hybrid and day rate is competitive. What You'll Do: As a Loans Administrator, you will be at the heart of our operations, ensuring that our loan processes run smoothly and efficiently. Your role will involve: Conducting thorough credit checks and verifying applicant information. Processing loan applications with precision and attention to detail. Maintaining accurate records and updating our loan management systems. Collaborating with our customer service team to provide a seamless experience for our clients. Assisting in the preparation of loan documentation and ensuring compliance with regulatory requirements. Who You Are: We are looking for someone who is: Detail-Oriented: You have a keen eye for detail and can spot discrepancies. organised: You thrive in a fast-paced environment and can manage multiple tasks with ease. Communicative: You possess excellent verbal and written communication skills, allowing you to engage with clients and team members effortlessly. Proactive: You take initiative and are always looking for ways to improve processes and enhance customer satisfaction. Why Join Us? This is not just a job; it's an opportunity to grow and develop within a supportive and cheerful team. Here's what you can look forward to: Competitive Salary: We offer a salary that reflects your skills and experience. Supportive Environment: Work alongside a friendly team where your contributions are valued. Professional Development: We believe in investing in our employees. You'll have opportunities for training and career growth. Flexible Working: Enjoy a balance between work and personal life with our flexible work arrangements. What You Need: Previous experience in loans administration or a related field is preferred. Strong understanding of loan processes and banking regulations. Proficiency in MS Office and experience with loan management software. Ready to Make a Difference? If you're enthusiastic about joining a vibrant team and making a positive impact in the banking sector, we want to hear from you. This is your chance to shine in a role that offers both challenges and rewards. How to Apply: Please submit your CV and a cover letter outlining your relevant experience and why you're the perfect fit for our Loans Administrator position. Don't miss out on this fantastic opportunity to grow your career. Apply today. Join us in making a difference in the lives of our clients while enjoying a fun and professional work environment. We can't wait to meet you. LHH is an employment consultancy that believes in talent, not labels. It is important to us that we run inclusive recruitment processes to support candidates of all abilities and encourage applicants of all backgrounds and perspectives to apply. LHH is committed to building an inclusive, supportive environment to enable candidates to explore the next steps in their careers. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
