TEMPLEGATE RECRUITMENT in Whitstable Salary

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UNIT 8 ST AUGUSTINES BUSINESS PARK WHITSTABLE CT5 2QL ENGLAND
Phone:  +44 20 7118 6610
  https://www.templegaterecruitment.com
TIN: 09936771
  Human Resources
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TEMPLEGATE RECRUITMENT
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TEMPLEGATE RECRUITMENT is looking for employees for positions:

paraplanner

  • paraplanner
  • ifa administrator
  • financial services administrator

Working hours

  • full-time

Requirements

  • investments
  • paraplanning
  • research
  • technical Research
  • ifa

Language

  • english

Responsibility

  • ensuring high standard documentation including suitability report templates etc are up to date
  • assist in the preparation of review meetings
  • monthly Investment Statistics & Monitoring
  • to ensure the confidentiality of all client documentation and information
  • ensure all relevant compliance paperwork has been carried out
  • update and maintain client information on back office systems
  • preparing and maintaining client files
  • input into internal compliance processes