JCW have been engaged by a fund manager to recruit for a contractor to support the financial planning team within their London office.
- 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.
- Experience assessing wealth management suitability.
- Level 4/DipFA/ Diploma in Financial Planning (essential).
- Knowledge of KYC/TFC.