Pensions Data Assistant
1 month ago
Provide administrative support to Wealth Planners to help to deliver good client outcomes. Provide additional support to the Wealth Planners by attending client meetings, dealing with any administrative work for clients and ensuring all client data provided is recorded on XPlan and any other associated systems. with finance queries including invoices, billing, WIP, commissions, etc.
Prepare and submit CDD and new account paperwork for client onboarding, following the Company’s AML process and procedures.
Full understanding of the end-to-end Financial Planning process
Knowledge of Financial Planning products.
MC Office/Outlook - Proficient in Word and Excel.
Regulatory Awareness/Compliance
Understand the Regulatory and Compliance requirements and processes relevant for your role and follow them and escalate areas of concern or issue in a timely manner.
If the role looks of interest please get in touch and lets have a chat
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Pensions Administrator
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Experienced Pensions Administrators
1 week ago
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Experienced Pensions Administrators
1 week ago
United Kingdom Local Pensions Partnership Full timeExperienced Pensions Administrators Remote/Hybrid Working with 2 days in Preston, Lancashire Salary DOE 37 hours a week A glance at the role: We have the opportunity for Experienced Pensions Administrators to join us on a full time, permanent basis. You will have a background in LGPS and we are particularly interested in experience in Bereavements, Police...
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Analyst / Data Entry Assistant
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Pensions Analyst
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Pensions Analyst
1 week ago
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Pensions Administration
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Pensions Administration
2 weeks ago
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Pensions Administration
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United Kingdom XPS Pensions Group Full timeXPS Pensions Group is a multi-award winning and leading independent pensions consulting and administration business. Public sector pension schemes face a complex set of challenges and we continue to overcome these for our clients. As specialists in police, fire and local authority pension schemes we can help employers and members navigate through the range...
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Pensions Administration
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Pensions Administration
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Pensions Administration
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Pensions Administration
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Pensions Administration
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Pensions Administration
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Pensions Administration
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Data Entry Specialist
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