DescriptionRole overview To support Financial Planners, and ultimately clients, in the advice giving process with data collection, product research and production of application forms and supporting literature. Key Responsibilities Obtain information on existing policies; this will
Company Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our
Business Analyst – Mortgage Platforms London - Hybrid 6-Month Contract Compeitive Day Rate (Outside IR35) We are currently supporting a Financial Services organisation in London as they embark on a Mortgage transformation programme. They are seeking
See yourself being part of a large, transformational change? This could be the role for you!At Iress, we make things happenWe believe technology should help people perform better every day. Since our beginning in 1993, people across
Role: Senior Manager – Wealth Management Location: London, UKAccenture is a leading global professional services company, providing a broad range of services in strategy and consulting, interactive, technology and operations, with digital capabilities across all these
Engineering Lead - Financial Planning (iRESS Xplan) Locations: London | Liverpool | Permanent Lead the Future of Financial Planning Technology Were partnering with a leading UK wealth management organisation undergoing significant technology transformation and seeking an experienced
Job Description Software Engineer - Xplan Liverpool - Hybrid working Basic salary up to £72k Were hiring a Software Engineer with strong IRESS Xplan experience to join a growing technology team building and enhancing an internal Xplan
We are recruiting for a well regarded Financial Planning Practice based in London. The vacancy is due to an increase in workload for an experienced Sales support administration to join the existing team and assist the
Software Engineer - Xplan Glasgow - Hybrid working Basic salary up to £77k Were hiring a Software Engineer with strong IRESS Xplan experience to join a growing technology team building and enhancing an internal Xplan capability. This
Software Engineer - Xplan Glasgow - Hybrid working Basic salary up to £77k Were hiring a Software Engineer with strong IRESS Xplan experience to join a growing technology team building and enhancing an internal Xplan capability. This
The CFE Equities Technology group looks after all the applications supporting our Equities business in London including our OMS Fidessa ETP. We support the front office trading team who are distributed globally and the local middle
About Woven Woven is a seed-stage fintech building the data infrastructure that has been missing from UK financial advice. Our platform helps advisers uncover the savings hidden in their clients portfolios - often thousands of pounds
Salary: £45,000 - 100,000 per year Requirements We have strong experience with iRESS Xplan, including configuration, customisation and integration. We have proven leadership experience within software engineering or platform engineering environments. We have a strong understanding of