BH21 7UH, Hampreston, Dorset, United Kingdom Hybrid / WFH Options
Morris Sinclair Recruitment
comprehensive client support across Custody, Brokerage & Execution, Technology, and Wrap Pension services Engage regularly with clients including financial advisers, investment managers, private banks, and fintech firms, ensuring their service requirements are consistently met Monitor and respond promptly to client queries within established service levels Support clients with platform navigation and … Trading Platform, Investment Management Platform, Adviser Platform, and Wrap Pension Stay current on market trends affecting financial advisers, investment managers, platforms, private banks, and fintech clients Understand how governance frameworks apply differently across various product offerings Skills & Qualifications Knowledge of Consumer Duty FCA principle 12 2+ years of experience in More ❯
comprehensive client support across Custody, Brokerage & Execution, Technology, and Wrap Pension services Engage regularly with clients including financial advisers, investment managers, private banks, and fintech firms, ensuring their service requirements are consistently met Monitor and respond promptly to client queries within established service levels Support clients with platform navigation and … Trading Platform, Investment Management Platform, Adviser Platform, and Wrap Pension Stay current on market trends affecting financial advisers, investment managers, platforms, private banks, and fintech clients Understand how governance frameworks apply differently across various product offerings Skills & Qualifications Knowledge of Consumer Duty FCA principle 12 2+ years of experience in More ❯
Bournemouth, England, United Kingdom Hybrid / WFH Options
Morris Sinclair Recruitment
comprehensive client support across Custody, Brokerage & Execution, Technology, and Wrap Pension services Engage regularly with clients including financial advisers, investment managers, private banks, and fintech firms, ensuring their service requirements are consistently met Monitor and respond promptly to client queries within established service levels Support clients with platform navigation and … Trading Platform, Investment Management Platform, Adviser Platform, and Wrap Pension Stay current on market trends affecting financial advisers, investment managers, platforms, private banks, and fintech clients Understand how governance frameworks apply differently across various product offerings Skills & Qualifications Knowledge of Consumer Duty FCA principle 12 2+ years of experience in More ❯
Competitive + Equity + Benefits Awards: The Times Top Place to Work – 3 Years Running About Us We’re a fast-scaling, award-winning fintech startup headquartered in Poole, transforming the way small and medium businesses manage their accounting and bookkeeping. Our intuitive platform simplifies financial operations for business owners … to team development, and collaborate in-person. About You 5+ years in a Customer Success, Technical Account Management, or Implementation role within a SaaS, fintech, or accounting tech company. Strong foundational knowledge in bookkeeping, accountancy, or finance – ideally with hands-on experience or formal qualifications (Sage, Xero etc. a plus More ❯
