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ASCOT WEALTH MANAGEMENT is looking for employees for positions:
senior paraplanner
senior paraplanner
office manager
paraplanner
office administrator
Working hours
full-time | Permanent
Responsibility
data Protection
any other access may only be made on receipt of additional approval from an authorised person in AWM
regulation and Competition
to access, use or disclose customer information only when needed for the job in accordance with GDPR and AWM’s Data Protection Policy
prepare suitability reports, client recommendations and meeting packs
working with and adhering to company and FCA policies and procedures; keeping up to date with legislation and maintain an understanding of FCA regulations and guidelines
ensure relevant compliance procedures are followed at all times
to ensure that the job holder is made aware of the need to safeguard sensitive customer information