Cisi jobs in Leeds

9 vacancies

Search Results:

Investment Analyst

£40k - £50k per annum

 ...data where required. Requirements: A relevant qualification that is acceptable for carrying out discretionary management, e.g. CISI Diploma, IMC, PCIAM. A minimum 2 years in a similar role within a financial services business. Portfolio management (advisory and... 

Reward Recruitment

Leeds
8 days ago

Compliance Monitoring Assistant Manager

£40k - £45k per annum

 ...Managers and Execution-only Stockbrokers, the role requires an appropriate RDR compliant qualification relating to securities such as the CISI level 4 Investment Advice Diploma or equivalent and/or Compliance qualifications. Benefits In return, we offer a competitive... 

Redmayne Bentley LLP

Leeds
3 days ago

Head of Training

 ...the Financial Services Sector Hold a QCF4 qualification in financial advice, awarded by a recognised professional body (CII, LIBF, CISI) Be an effective influencer who can engage with Colleague and Advisors Excellent communications and presenting skills Experience... 

Tenet Group Ltd

Leeds
1 day ago

Investment Manager - Cheshire West

 ...in discretionary and advisory portfolio investment management within the Private Client space and be professionally qualified via the CISI (level 6 minimum) to allow for the provision of such advice. A book of business, to some degree, is advantageous. Contact Chris Smith... 

Search Consultancy

Leeds
4 days ago

Digital Wealth Manager

 ..., risk analysis and asset allocation The ability to articulate current views on macroeconomic environments and financial markets CISI 4 qualification is essential Strong numeracy and Microsoft Office skills The ability to work well as part of a team If you need... 
Leeds
5 days ago

Senior Administrator / Paraplanner - Financial Services

£24k - £28k per annum

 ...essential. Ideally the successful applicant will be working towards either Level 4 Diploma qualification in Financial Planning or CISI Level 4 Certificate of Paraplanning with a good working knowledge of protection, pensions and investment products. For more information... 

NJR Recruitment

Leeds
3 days ago

Investment File Reviewer

 ...work methodically and accurately. In addition, we’ll expect you to hold a minimum of a QCF Level 4 qualification which could include CISI Diploma or PCIAM, CISI Investment Advice Diploma or CII Diploma in Financial Planning or equivalent. You’ll also demonstrate:... 
Leeds
14 days ago

Head of AR Compliance

 ...skills  * Ability to train and motivate other new and experienced team members  * Strong communication skills  * Have attained the CISI Diploma in Investment Compliance or equivalent qualification  * Problem-solving skills  * Critical thinking skills  * Experience of... 

rebuildingsociety.com

Leeds
13 days ago

Wealth Analyst - Para Planner

 ...advice skills, including expertise in detailed client profiling, risk analysis and asset allocation as well a commitment to complete the CISI Level 4 IAD within 18 months of starting in role. You’ll also demonstrate: Good commercial acumen A background of acting... 
Leeds
14 hours ago