Montpellier Resourcing

7 job(s) at Montpellier Resourcing

Montpellier Resourcing Hyde, Cheshire
Oct 10, 2025
Full time
Up to £40,000 plus EXCELLENT bonus and benefits 5 days in the office (Monday - Friday) Are you a dynamic, ambitious, and results-driven business development professional ready to make a significant impact in the specialist property lending sector? Due to exciting business growth, a fantastic opportunity has arisen to join a rapidly expanding specialist Property Lending Group as they seek a Business Development Manager to join their team. This is a desk-based Business Development position, and you will be responsible for focussing on the Northern region, working to drive new business and cultivate key relationships within this market. Working closely with the Relationship Managers, you will be actively engaging with clients and following up on previous old leads. Main responsibilities of the Business Development Manager to include: Serve as the primary point of contact for introducers and brokers within the Northern region. Proactively generate new leads and identify robust business opportunities within the market. Conduct in-depth research on specific towns and areas to strategically target new appointments for the Head of Sales. Cultivate and nurture strong relationships with new clients and key intermediaries. Stay continuously updated on market changes and competitor activities to inform strategy. Provide essential support to the Head of Sales, including managing communications (calls, texts, emails) when brokers seek terms. Accurately manage and maintain all activity, correspondence, and visit data within the company's CRM system. Actively contribute to sales meetings, providing insights and progress reports. Track and record account activity, playing a key role in closing deals and achieving new business targets. Requirements for the successful Business Development Manager to include: Candidates MUST have experience working within specialist property finance. Knowledge of the UK bridging market is highly desirable. Excellent understanding and local knowledge of the Northern regions. Minimum of 2 years' proven experience in lead generation and new business acquisition, ideally selling services to brokers in financial services. Demonstrated ability to self-generate leads and "open doors" with new broker relationships. A dynamic, ambitious, and commercially astute professional, with a strong preference for experience within the bridging finance sector. This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency
Montpellier Resourcing
Oct 08, 2025
Full time
Up to £35,000 plus excellent bonus and benefits Hybrid working available Due to exciting expansion and increasing business needs, a fantastic opportunity has arisen for an Investment Administrators to join a dynamic and highly regarded investment company in the heart of London. We are seeking a highly organised and detail-oriented Investment Administrator to join this fantastic team, working to support the Investment Managers and Client Service Executives to deliver exceptional customer service. Candidates must have experience working within a similar role in financial services or investment management. Duties of the Investment Administrator to include: Client Onboarding and Account Management: Open new client accounts while adhering to strict Anti-Money Laundering (AML) regulations, process and monitor account amendments for any changes in client information, and manage account closures efficiently. Portfolio Transfers and Reporting: Provide comprehensive administrative support for portfolio transfers both in and out, and obtain and review Capital Gains Tax (CGT) information. Internal Transactions and Data Management: Execute internal transfers of holdings between accounts, and facilitate, manage, and file client correspondence and records in a timely and efficient manner, ensuring data accuracy. Process Improvement and Team Collaboration: Contribute to support staff meetings by suggesting improvements to procedures and processes, fostering a culture of continuous improvement. Client Communication and Reception Support: Respond promptly to telephone calls, take and pass on clear messages, projecting a positive image of the organization, and provide ad hoc administration support, including reception cover as required (answering calls, welcoming guests, and preparing for meetings). Requirements for the successful Investment Administrator: Prior assistant or administrative experience working within financial services, investment, or wealth management role. Knowledge of relevant regulatory frameworks. High attention to details, levels of accuracy and organisational skills This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency
Montpellier Resourcing
Oct 08, 2025
Full time
Client Service Executive (Investments) Up to £45,000 pro rata Hybrid working available! 6 month FTC Are you a client service superstar ready to make a tangible impact within a rapidly expanding, highly regarded boutique Investment Management firm? Do you thrive on building exceptional relationships and being the trusted face of an organization committed to unparalleled financial services? A fantastic opportunity has arisen to join a highly regarded boutique Investment Management company in the heart of the City! We're on the hunt for a dedicated Client Services Executives to join this vibrant team to work closely with Investment Directors to ensure clients are always receiving the highest level of support. This leading Investment Management firm strive to deliver unparalleled financial services to their esteemed clients. Now, with exciting growth and expansion plans, they are seeking a proactive and client-focused individual to be the face of the organization. Duties of the Client Services Executive to include: Building Lasting Relationships : Foster and maintain strong relationships with clients and stakeholders, proactively engaging with them to deliver exceptional outcomes and keep them informed. Adhere to all client lifecycle processes in line with the Operating Model (including end-to-end management of account opening, onboarding, transfers, client payments, and account amendments; supporting quarterly portfolio valuations) and escalate process improvement suggestions as needed. Streamlining Processes : Manage the complete client lifecycle administration process, from onboarding to payment processing, in adherence with a robust operating model. You'll be instrumental in ensuring smooth portfolio valuation processes. Administrative Expertise : Act as the go-to person for all administration queries, leading discussions during client meetings and providing valuable insights. You'll support the Investment Team by gathering essential information to support client suitability. Collaborative Support : Work closely with Investment Managers, clients, and external partners, ensuring seamless collaboration and strengthening relationships. What we need from you as a Client Service Executive: Previous experience working within Investment Management is essential Client Facing experience within financial services is required. Personable and professional with strong time management skills and a keen eye for detail Strong IT skills including Microsoft Office packages. What's in it for you: Thriving Environment : Join a fast-growing boutique Investment House at the heart of the City, where exciting growth and expansion create a dynamic and stimulating work environment. Be part of a team that values innovation, collaboration, and continuous learning, ensuring your career thrives alongside our company's success. Meaningful Client Impact : As a Client Services Executive, you'll play a pivotal role in shaping exceptional client experiences. Make a real difference in clients' lives and contribute to building lasting relationships! Hybrid working and excellent benefits: Enjoy a hybrid working scheme which can allow you to balance your work and home life seamlessly. With an extensive list of benefits, you would be eligible for, this is a company who truly value their employees! This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency
Montpellier Resourcing
Oct 07, 2025
Full time
Hybrid working available! Up to £45,000 plus EXCELLENT bonus and benefits Are you looking to develop your career within Investments and Wealth Management? Our client is expanding, and an exceptional opportunity awaits you! We're on the hunt for a dedicated Client Services Executive to join this vibrant client team. This leading Investment Management firm strive to deliver unparalleled financial services to their esteemed clients. Now, with exciting growth and expansion plans, they are seeking a proactive and client-focused individual to be the face of the organization. As a Client Services Executive, you'll be the cornerstone of client interactions, ensuring seamless communication and outstanding service Duties of the Client Services Executive to include: Building Lasting Relationships : Foster and maintain strong relationships with clients and stakeholders, proactively engaging with them to deliver exceptional outcomes and keep them informed. Streamlining Processes : Manage the complete client lifecycle administration process, from onboarding to payment processing, in adherence with a robust operating model. You'll be instrumental in ensuring smooth portfolio valuation processes. Administrative Expertise : Act as the go-to person for all administration queries, leading discussions during client meetings and providing valuable insights. You'll support the Investment Team by gathering essential information to support client suitability. Collaborative Support : Work closely with Investment Managers, clients, and external partners, ensuring seamless collaboration and strengthening relationships. Manage the client lifecycle administration process. Ensure that all processes are in adherence with the RIM Operating Model, including: on-boarding processes, processing client payments, and supporting portfolio valuation processes. Maintaining client records and internal CRM systems What we need from you as a Client Service Executive: Previous experience working within Investment or Wealth Management services highly advantageous Client Facing experience within financial services is required. Personable and professional with strong time management skills and a keen eye for detail Strong IT skills including Microsoft Office packages. What's in it for you: Thriving Environment : Join a fast-growing boutique Investment House at the heart of the City, where exciting growth and expansion create a dynamic and stimulating work environment. Be part of a team that values innovation, collaboration, and continuous learning, ensuring your career thrives alongside our company's success. Meaningful Client Impact : As a Client Services Executive, you'll play a pivotal role in shaping exceptional client experiences. Make a real difference in clients' lives and contribute to building lasting relationships! Professional Growth: Seize the opportunity to enhance your skills and expertise in the financial services sector. Engage in diverse and challenging projects, collaborate with experienced professionals, and receive ongoing training and development. This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency
Montpellier Resourcing
Oct 07, 2025
Full time
Up to £60,000 plus excellent bonus and benefits Hybrid working available (3 days in the office) Candidates must have minimum 3 years' experience with transaction and merchant monitoring. Our client, a dynamic and rapidly growing UK-based FinTech company, is seeking an experienced Transaction Monitoring Analyst to join their internal fraud and AML team. This is a unique opportunity to lead a small but critical function at the forefront of financial crime prevention. As a senior analyst, you will be on the front lines, working with cutting-edge monitoring systems to detect and investigate suspicious activity. This is an ideal position for someone who wants to take ownership of complex cases, mentor junior colleagues, and contribute to the continuous improvement of the team's processes and systems. Duties of the Transaction Monitoring Analyst to include: Complex Case Investigation: Conduct in-depth investigations into high-risk fraud and money laundering alerts, using advanced analytical techniques and open-source intelligence to build comprehensive case narratives. SAR Preparation: Draft and finalize thorough Suspicious Activity Reports (SARs) for regulatory reporting, collaborating with the MLRO to ensure all filings are accurate and timely. Mentorship & Guidance: Act as a go-to resource for junior analysts, providing guidance on complex cases, sharing investigative techniques, and reviewing their work for quality and accuracy. System Enhancement: Collaborate with the Team Lead to optimize monitoring systems by suggesting new rule logic, adjusting thresholds, and participating in system testing. Cross-Functional Partnership: Work closely with other departments, including Operations and Compliance, to resolve cases and implement swift risk mitigation actions. Continuous Improvement: Stay ahead of evolving financial crime typologies and regulatory changes, proactively sharing insights and contributing to the refinement of internal policies and procedures. Requirements for the successful Transaction Monitoring Analyst to include: Candidates must have 3-5+ years of hands-on experience in fraud detection, transaction monitoring, or AML compliance within financial services, with a proven track record of handling both fraud and AML investigations from start to finish. Experience drafting SARs is highly valued. Candidates must have experience with transaction and merchant monitoring. Practical experience with platforms like Brighterion, Cybersource, or similar systems is strongly preferred. Possess excellent analytical and problem-solving skills, with the ability to interpret large datasets and identify hidden patterns. Qualifications: A Bachelor's degree in a relevant field and professional certifications like ACAMS are a plus. This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency
Montpellier Resourcing
Oct 06, 2025
Full time
Up to £250 per day 6 month Temporary role (view to extend) Hybrid working available A fantastic opportunity for a candidate with 1-2 years payments experience who is looking to BREAK into INTERNATIONAL BANKING A fantastic opportunity has arisen for a proactive and detail-oriented Junior Payments Officer to join a highly regarded international bank in London. This entry-level role is a fantastic opportunity for a motivated individual to launch their career in a dynamic and critical area of finance. You will work to ensure that system updates and new payment solutions are robust, compliant, and flawless before deployment. This role offers an unparalleled opportunity to develop technical expertise in regulated financial system testing. Key Responsibilities of the Payments Officer: Hands-on Testing & Execution: Support senior SMEs in the end-to-end testing of SEPA (Single Euro Payments Area) and Cross-Border payment flows, including the execution of test cases and meticulous recording of results. Defect Management: Identify and document system defects, participate actively in defect triage meetings, and track issues through to final resolution, ensuring a quality-focused delivery. Payments Expertise Development: Rapidly develop a functional understanding of major payment schemes (e.g., SEPA, SWIFT, Instant Payments ) and how they integrate with internal banking systems. Collaboration & Documentation: Work closely with project managers, technical teams, and external vendors to ensure seamless testing cycles. Assist in the creation of comprehensive test documentation and progress reports (MI). Process Improvement: Contribute to the continuous enhancement of our structured testing practices (UAT, Regression, System Integration) by providing fresh perspectives on current processes. Required Skills & Experience for the Payments Officer 1 year of experience working within a payments-related function (e.g., Payments Operations, Settlements Clerk, or Support). Good understanding of basic payment flows and transaction lifecycles. Strong Analytical Mindset: Demonstrated attention to detail and robust problem-solving skills, with a focus on investigating discrepancies. Collaborative and Communicative: Excellent verbal and written skills, with the ability to articulate issues clearly to both technical and non-technical stakeholders. Enthusiasm to Learn: Eagerness to dive deep into payment technology, systems, and structured testing methodologies. This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency
Montpellier Resourcing
Oct 06, 2025
Full time
Up to £40,000 6 month Temporary role (with view to extend!) Hybrid working available A fantastic opportunity for a 2nd jobber with 1-2 years payments experience who are looking to BREAK into INTERNATIONAL BANKING A fantastic opportunity has arisen for a proactive and detail-oriented Payments and Operations Analyst to join a highly regarded international bank in London. In this critical role, you will support the daily operations and services for their EMEA offices, with a primary focus on payments and corporate remittances. This is an excellent opportunity for a candidate with 1-2 years of experience to join a global financial institution and work in a dynamic, cross-cultural environment. Duties of the SWIFT Payments Analyst role to include: Payment Processing: Process and approve a wide range of payments, including SWIFT, SEPA, and corporate remittances, ensuring all transactions are timely and accurate. Workflow Management: Administer EMEA workflows, managing the receipt of instructions, distribution of tasks, and quality control checks for completion. Customer & Stakeholder Support: Serve as a key point of contact for external and internal clients, including front office teams, providing a "customer first" support standard via phone and email. Issue Resolution: Identify, investigate, and resolve operational issues and errors promptly, escalating complex cases to senior staff as needed. Compliance & Reporting: Adhere strictly to all procedural guidelines, including reporting AML-related issues. System Operations: Coordinate daily tasks and monitor systems such as MIDAS Fusion and other legacy platforms. Requirements for the successful SWIFT Payments Analyst to include: 1-2 years of professional experience in a banking or financial services environment, with a focus on operations or payments. A solid understanding of domestic and international remittance and cash clearing services, as well as SWIFT and SEPA protocols. An understanding of Money Laundering procedures and a broad awareness of global sanctions (e.g., OFAC, BofE). Good working knowledge of Microsoft Office applications is essential; prior experience with Midas Fusion and G Base is a significant advantage. Excellent communication, numerical, and analytical skills. The ability to work collaboratively in a team and a proactive, customer-centric approach are essential This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency