successful candidate will be working alongside fellow Paraplanners, Independent Financial Advisers, their administration assistants... most suitable providers, products and investment funds to meet the client's needs To liaise with the T&C manager and designated...
IDEX Consulting, Tableau, Excel, VBA, and other BI tools Work with the IT Operations Manager to improve team processes, to strive to push... and administration for web-applications Experience of advanced database functions Knowledge or experience of the healthcare industry...
IQVIApensions consulting and administration business. At XPS, our vision is to create a vibrant place to work where difference... has performed Investment manager and fund research Assisting the Consulting team with meeting regular client deadlines...
XPS Pensions Grouphave opportunities for candidates with strong administration skills and experience to join our fast growing Pensions Operations team... queries regarding their pension administration. Our client base is varied and includes Financial Services, Large Corporate...
Equiniti. Completion of KPI's for Manager and Partner approval. Ensuring assigned diary lines are completed within the deadline.... Inputting data onto the internal systems, IPS and Virtual Cabinet. General case administration including raising bills...
RSM Internationalthroughout. We’re now the UK’s number one flat-fee investment platform, with assets under administration approaching £70 billion... for performing key task validation, authorisation and quality assurance, as well as the administration and oversight of key controls...
Interactive Investorwith the completion of and seeking approval of engagement letters and ancillary documents. Completion of KPI's for Manager..., IPS and Virtual Cabinet. General case administration including raising bills. Members Voluntary Liquidation experience...
RSM Internationalby responding to inbound customer enquiries, supporting credit control and providing country-related administration working closely... together with the Quality and Client Services Manager. The individual will maintain accurate database records in the Customer...
Euro London Appointments