Financial Technical Analyst / Trainee Paraplanner
Sutton Coldfield, West Midlands, United Kingdom
Gemini Wealth Management Limited
providers and 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 operational More ❯
Employment Type: Permanent
Salary: £35,000
Posted: