Pensions Data Assistant

3 weeks ago


Guildford Surrey, United Kingdom Cameron Kennedy Full time

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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