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JCW Search
in London, England, United Kingdom
Permanent, Full time
Be the first to apply
GBP350 - GBP400 per annum
JCW Search
in London, England, United Kingdom
Permanent, Full time
Be the first to apply
GBP350 - GBP400 per annum
JCW Search
JCW have been engaged by a fund manager to recruit for a contractor to support the financial planning team within their London office.

The Role:

  • To assist the financial planners and wider business in affirming suitability for a number of the firm's existing and incoming clients.
  • Ad-hoc administrative duties.
  • Client outreach.

Requirements:

  • Experience assessing wealth management suitability.
  • Level 4/DipFA/ Diploma in Financial Planning (essential).
  • Knowledge of KYC/TFC.

Company Overview

www.jcwresourcing.com

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