1 to 2 of 2 Permanent Finance Jobs in Wakefield with Remote Work Options

Groups Windows Server 2016/Windows 10 and above for desktops and user laptops CAD (999)/PTS/IUC (111)/Estates/Finance/Data Warehouse/ePR Person Specification Essential and desirable Essential Detailed knowledge of Server configuration and Microsoft Database Applications Knowledge of Microsoft SQL, Oracle more »

firm s research/report writing team and work closely alongside advisers to provide HNW private clients with advice to help them achieve their financial goals. Duties include: of Fact Find Information to ensure it meets FCA requirements with the identification of demands and needs and possible solutions assessment to … QCF Level 4 diploma qualified 1 years experience in a paraplanning role for an independent advice firm Ability to deal with all aspects of financial advice (pensions, investments, protection, IHT and wider tax planning etc) Experience with Intelligent Office/iO client management system and platforms such as Aegon, Aviva more »