Analyst managing trade support and settlements for clients in a financial services firm. Responsible for monitoring securities transitions, ensuring compliance with regulations, and resolving transfer issues.
JF
JM Finn
Currently Hiring
About the company
By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations.
Wealth challenges come in many different shapes and sizes and often when one least expects it; by putting an investment manager as the main point of contact, we look to develop long term relationships with clients of all ages to guide them through the complex world of investing, so that their wealth can last generations.
We offer support to first time investors, wealth planning advice, investment structuring guidance and pension planning.
Our personalised services have helped us grow the number of clients we help.
Today, this represents over £10 billion of assets on behalf of close to 20,000 investors across our five offices in London, Bristol, Bury St Edmunds, Leeds and Winchester.
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7 jobs found
Analyst position at JM Finn ensuring the onboarding of new clients and compliance with regulatory standards. Involves documentation review, guidance to departments, and timely task management.
Analyst in Data and Client Services handling client data and ensuring compliance with regulations. Processing onboarding data and managing client accounts in a hybrid work environment.
Finance Administrator tasked with managing cash flow and client bank accounts for a financial firm. Engaging in daily reconciliations and compliance monitoring within a hybrid work environment.
Senior Cyber Security Engineer responsible for designing and managing cyber security controls at a regulated financial services firm. Lead operational security to protect data and services in cloud environments.
Desk Administrator role in Investment Management firm assisting with client services and administration tasks. Responsibilities include client account setups, document management, and report drafting.
Analyst ensuring compliance with FCA/MIFID 2 through reconciliations and transaction reporting. Responsibilities include preparing monthly CMAR return and checking reconciliation reports.