MCM INVESTMENT HOUSE LLP  Salary

Rating of the company
NO 17 QUEENSGATE SECOND FLOOR INVERNESS IV1 1DF
TIN: SO300076
Rating of the company

MCM INVESTMENT HOUSE LLP
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Earnings on positions in MCM INVESTMENT HOUSE LLP

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MCM INVESTMENT HOUSE LLP is looking for employees for positions:

financial services administrator

  • financial services administrator
  • paraplanner

Working hours

  • permanent

Responsibility

  • we are looking for a confident, articulate individual
  •  Have one years’ experience within an Independent Financial Planning / Wealth management practice
  •  Able to work within defined business processes to comply with regulators and firms requirements
  •  Preparation of new and existing client review packs for client meetings and review meetings
  •  Preparation of new and existing client review packs for client meetings
  •  Production of accurate client portfolio valuations and statements
  •  Participate in relevant job training and continuous professional development to maintain competence
  •  Organising client and internal meetings

Requirements

  •  Ensure tasks are carried out within FCA regulatory requirements
  •  Ensuring all tasks are carried out within FCA regulatory requirements
  •  To ensure that all activity complies with the company procedures
  •  Ability to work as part of a team
  •  Ability to work within defined business processes to comply with regulators requirements
  • independent Financial Planning / Wealth Management practice: 1 year

Contract type

  •  Part time or Full time