Job Purpose : To incept and maintain static client data relating to Wealth Management Accounts. Key Areas of Responsibility : Document checking prior to data inception to ensure complete and correct documentation has been supplied. Ensuring that all data tasks…

Key Areas of Responsibility : Provide advice and support regarding compliance with regulatory requirements. Review of financial promotions and marketing literature as required. Annual review of live conflicts log and conflicts schedule and advice to the busine…

Overview In this Paraplanner role, you support High Net Worth clients by delivering high-quality technical reports and research to Financial Planning Advisers. You’ll handle technical analyses, reports, and process improvements within a collaborative team, h…