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Posted yesterday by St James's Place Wealth Management
You will manage back office administration, processes, compliance and work flow. Location: Beckenham (South East London) - Full time Office based position. Your duties will include. Administrator/Trainee Paraplanner (Assistant to the Director) – Wealth Management. Issuing letter of … more
Posted yesterday by DCV Technologies
Ensure clean CRM data. Manage the sales team inboxes. Coordinate sales team customer visits. Book accommodation/travel for sales team. Manage sales team expenses. Customer liaison as required by sales team. Work closely with customer service team to ensure impeccable … more
Posted 11 hours ago by Ideal Personnel & Recruitment Solutions Limited
You will also open files to include entry of client data into a case management system, therefore attention to detail is essential. An important function of this role is checking compliance with the firm's money laundering requirements i.e. obtaining clear results via Call ML and … more
