Juno Careers

At Juno Moneta Wealth, we have a wide and varied choice of careers path for the right candidates. We pride ourselves on our ethical, fair and inclusive corporate culture, empowering candidates to not only be interviewed but to also interview us as a company to ensure we are the right fit for one another.

If you are looking to join our client focused, fast paced, forward thinking and highly professional team, then a career with Juno Moneta could be right for you.

Available Roles

Summary:

We are looking for an enthusiastic and hard working person with administrative experience. This role is client facing and requires an excellent level of spoken and written English.

  • Person Specific Overview for Financial Controller Role:
    • A Qualified Accountant (probably) with recent experience of reporting to tight deadlines in the Financial Services Sector and Acquisitions, preferably with experience of working within a high growth start-up
    • A hands-on financial accountant who displays a high level of commercial acumen
    • Highly proficient in the use of Word/Excel with the outstanding interpersonal skills necessary to thrive in a dynamic ‘can do’ company culture.
    • Must demonstrate the ability to drive business improvement and change management programs that will add significant value
    • An individual who can operate at a very hands-on level covering all aspects of Reporting, Control, Tax and VAT, providing strong leadership and support and development to the Finance team as a whole
    • A self-starter who will continually be looking at ways of enhancing both their own and the business’s performance;
    • A high degree of personal presence and credibility; a co leader of the business with the ability to lead through others possessing excellent communication and team building skills
    • Committed and demonstrating drive and ambition for a business
    • The individual will have a strong analytical background and be capable of developing management information, project analysis and the business planning and forecasting function
    • Understanding of cultural issues and sensitivities of working in a privately owned business;
    • Down to earth and a good sense of humour.

Summary:

  • An exciting new opportunity has arisen for a Compliance Monitoring Manager to join our fast paced Risk and Compliance Department.
  • The primary purpose of this role is to ensure the effective provision of second line compliance monitoring activity across Intrinsic businesses and work towards delivering the agree compliance monitoring plan.

Key Responsibilities and Outputs:

  • Supporting the IFA’s in research and analysis to meet client needs and objectives
  • Supporting the IFA’s in preparing client financial plans and suitability reports
  • Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
  • Promoting the profile of the business within the profession and wider communities
  • Continuous professional development to meet regulatory requirements and personal development needs
  • Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.

Key Activities, Accountabilities:

 

Manage a positive and collaborative relationship with Paraplanners, Providers, IFA’s and the Compliance Team

  • Preparation of first visit documentation for IFA’s
  • Preparation of Client Review packs and Annual Reviews
  • Ensure completed fact finds are correct before submission to Paraplanners
  • Prepare sign up packs including research in standard format that can be presented to a client. Ensure all required items on checklist are completed
  • Prepare pre populated application forms
  • Chase business with providers. Keep IFA regularly informed on progress
  • Complete all necessary data input and MI Tasks on Inteliflo and all other software packages required.
  • Contribute to regular reports to the Compliance Director, the wider senior management team and The Board
  • Report directly to the Head of HR
  • Proactively contribute to the File Checking process
  • Type and word-process various documents and electronic information.
  • Create financial and statistical tools and reports using spreadsheets.
  • Manage, organise, and update relevant data using database applications.
  • Communicate and provide information by relevant methods internally and externally to assist and enable organizational operations and effective service to connecting groups.
  • Analyse and interpret financial statistics and other data and produce relevant reports.
  • Interpret instructions and issues arising, and then implement actions according to administrative policies and procedures.
  • Research and investigate information to enable strategic decision-making by others.