File Checking Assistant / Financial Planning Administrator

Posted 20 October by MB Fitzgerald
Easy Apply

Register and upload your CV to apply with just one click

New Business File Checking Assistant - Financial Planning arm of Leading Investment Manager - London / Flexible Home working - Salary negotiable, around £30K plus Bonus and Benefits

MB Fitzgerald Recruitment are currently working with the Financial Planning Division of a leading National Investment Management organisation to recruit a New Business File Checking Assistant

This company are true market leaders and are in a position of strength and in the middle of an exciting period of growth. They have offices right across the UK and currently manage over and are known for looking after their staff.

The role will be to monitor the activities of the company's Financial Planning team by undertaking desk based monitoring and risk analysis. You must also use key control metrics and business MI to identify risk and recommend the required actions, including any training that should be delivered, new processes implemented or controls that need improving.

Candidates will ideally come from a Compliance/ Risk background within the Wealth management / Financial Planning sector and will have file checking experience. The role would also suit a highly experienced and organised Financial Planning Administrator who is looking for something more compliance focused.

This is a fantastic opportunity to join one of the UK's leading Investment Management Organisations who can offer a competitive basic salary and excellent benefits package

Reference: 43184010

Bank or payment details should never be provided when applying for a job. For information on how to stay safe in your job search, visit SAFERjobs.

Report this job