1 of 1 Back Office Jobs in Sutton Coldfield

platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of … good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and More ❯