Financial technology associate Work, Jobs in Knaphill, Sry (with Salaries)

Partner Relationship Associate
PortfolioMetrix —London
- From £35,000 a year
- Full-time
- Salesforce
- English
- Analysis skills
Quick apply
Accounts Payable Associate
Zapp —London
- Full-time
- Microsoft Excel
- Bachelor's degree
- Organisational skills
- Sick pay
2nd Line Support Engineer
London Business School —London
- Analysis skills
- SharePoint
- IT
- Annual leave
- Gym membership
Quick apply
10d
Associate - Corporate Finance (Technology M&A)
Houlihan Lokey —London
- Full-time
- Microsoft Excel
- English
- Analysis skills
Founders Associate / Head of Business Growth
The Stress Management Society —Harefield
- £30,000 - £40,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- English
- Administrative experience
- Free parking
- Health & wellbeing programme
Quick apply
10d
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
5d
Specialist, R&D Contracts & Business Operations
CSL Behring —Maidenhead
- Full-time
- Bachelor's degree
- Organisational skills
- Contracts
Audit Associate (Corporate) – Graduate Scheme, January 2027
haysmacintyre —London
- Communication skills
Senior Associate - Corporate Finance (Technology M&A)
Houlihan Lokey —London
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- English
4d
Associate - Executive Search
Dore Partnership —London
- Full-time
- Analysis skills
Quick apply
5d
Audit Associate (Social Purpose) – Graduate Scheme, January 2027
haysmacintyre —London
- Communication skills
External Audit Senior Associate
Pwc UK —London
- Full-time
- Hybrid work
- Accounting
- Organisational skills
- Leadership
Claims Associate
Ardonagh Specialty —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
Quick apply
Assoc Application Analyst
Visa Europe Limited —Basingstoke
- 12 hour shift
- Analysis skills
- Bachelor's degree
- Organisational skills
Associate Application Analyst
Visa Europe Limited —Basingstoke
- 12 hour shift
- Analysis skills
- Bachelor's degree
- Organisational skills
Analyst/ Associate, Hotels & Hospitality
JAA-Jones Lang LaSalle Limited —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Hospitality
Quick apply
Investment Associate, Private Capital
Ontario Teachers' Pension Plan —London
- Full-time
- English
- Analysis skills
- Bachelor's degree
Associate Director
London Councils —London
- From £63,621 a year
- Full-time
- Hybrid work
- Communication skills
Quick apply
12d
Senior Project Manager
NexGen Associates —Reading
- £60,000 - £65,000 a year
- Full-time
- Hybrid work
- Project management
- Travel
- Software development
Quick apply
Activation Specialist (Social)
Blizzard Entertainment —London
- Temporary
- Hybrid work
- Analysis skills
- Contracts
- Communication skills
- Work from home
2d

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financial technology associate jobs near knaphill, sry

Partner Relationship Associate

PortfolioMetrix -
London

Quick apply

Job details

Graduate | Full-time
From £35,000 a year

Benefits

Company pension
Private medical insurance

Qualifications

Salesforce
English
Analysis skills
IT
Financial services

Full job description

Summary of the role

As a Partner Relations Associate, you’ll focus on building and maintaining strong relationships with partner firms, managing the full process from onboarding to long-term engagement. You'll collaborate across departments on projects and partner requests, while delivering demos and training on our in-house technology to potential and existing partners. Developing financial literacy, product knowledge, and interpersonal skills will be central to your growth in this role.

Qualifications

Minimum requirement: 2:1 Degree

Knowledge and skills

Personal Attributes:

You have a cheerful and friendly personality. You are action-oriented, with a focus on continuous improvement in all areas of your work.
Known for your high energy and productivity, you deliver quality results with a positive and influential style.
You are creative and pragmatic, conceptual, and able to deliver at speed. A relationship builder with a reputation for integrity, you evoke rapid trust and openness in those you deal with.

The successful candidate will have:

Outstanding interpersonal skills
Strong intellect with a high level of commercial and financial acumen or curiosity
The ability to thrive in an entrepreneurial organisation
Excellent communication, both written and verbal
An appreciation of sales and focus on driving the business
Strong time and task management skills including prioritisation
Good IT literacy

Responsibilities

Partner Engagement

Develop trusted relationships with partners, becoming an expert resource
Drive partner involvement and investment with PortfolioMetrix
Proactively cultivate relations and be prepared to engage socially where beneficial
Accountability for scheduled engagements such as our flagship Adviser Connect event, meetings, including preparation of some materials and discussion points
Work closely with the other members of the global investment, operations, sales, software development and support teams to resolve partners’ concerns
Provide expert initial and ongoing training on our custom-built software, WealthExplorer™ and PMX Edge™ to our valued partners
Proactively engage in strategic discussions with partners to highlight areas where PortfolioMetrix can assist them

New Partners

Involvement with prospective firms and the sales process, from early meetings to onboarding and implementation
Deliver sales-oriented demonstrations of WealthExplorer™ and PMX Edge™ to prospective firms

Internal Responsibilities

Manage and leverage internal resources to meet your deliverables
Develop and maintain expertise, skill and technical knowledge required to add valuable input across the PortfolioMetrix business and investment proposition
Deliver presentations as required
Document meetings and maintain records thereof
Monitor new client cases and transactions to the point of investment and rebalance
Attend relevant industry events and webinars, sharing knowledge and notes with the wider team afterwards
Develop manage and maintain relationships with relevant third parties

Pay: From £35,000.00 per year

Benefits:

Company pension
Private medical insurance

Application question(s):

When would you be able to start (in months)?
Have you already graduated (received your final results)?
If yes, do you have a 2:1 degree or better/equivalent and if no, are you anticipating a 2:1 degree or better/equivalent?

Language:

English (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

financial technology associate jobs in knaphill, sry

Partner Relationship Associate

Accounts Payable Associate

2nd Line Support Engineer

Associate - Corporate Finance (Technology M&A)

Founders Associate / Head of Business Growth

Financial Planning Administrator

Specialist, R&D Contracts & Business Operations

Audit Associate (Corporate) – Graduate Scheme, January 2027

Senior Associate - Corporate Finance (Technology M&A)

Associate - Executive Search

Audit Associate (Social Purpose) – Graduate Scheme, January 2027

External Audit Senior Associate

Claims Associate

Assoc Application Analyst

Associate Application Analyst

Analyst/ Associate, Hotels & Hospitality

Investment Associate, Private Capital

Associate Director

Senior Project Manager

Activation Specialist (Social)

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