Client and Operations Coordinator
Posted 02/10/2024 by de Lisle Financial Planning
- Salary:
- £17,333 - £20,000/annum
- Location:
- GL54, Coln Rogers, Gloucestershire (16 miles)
- Job Type:
- Permanent
Maintain SharePoint, back-office system and client files to the required compliance standards. Filter Financial Planner's general information, queries and invitations. Comply with relevant compliance, T&C, data protection & financial crime procedures/requirements. Our full-time office … more