Adherence to regulatory requirements and company policies
Continuous improvement principles and 4+1 habits
We help people invest their money well, so they can live well, guiding them through life’s big moments
Job Summary
We help people invest their money well, so they can live well, guiding them through life’s big moments.
Provide a professional and reliable service for clients, investment managers, advisers, and product providers, ensuring adherence to SLAs and regulatory requirements.
We offer a comprehensive remuneration package, including a company pension, private medical insurance, life assurance, income protection, and a company share scheme.
Matching Summary
We help people invest their money well, so they can live well, guiding them through life’s big moments.
Skills & Requirements
Must-have
Service excellence and client asset protection
Adherence to regulatory requirements and company policies
Continuous Improvement principles and 4+1 habits
Data governance framework and data integrity maintenance
Microsoft Office applications proficiency
Nice-to-have
Interest in wealth management sector
Positive contribution to team initiatives
Key Requirements
Minimum of 5 GCSEs (grade A-C/ 5-9) including Maths & English