Administration and Compliance Specialist

3 days ago


Holmes Chapel, Cheshire East, United Kingdom Anderson Wright Consulting Full time
About the Role

This Financial Planning Assistant position offers an excellent opportunity for individuals who enjoy working in a small team environment where average length of service is 16 years. You will be an integral part of the company's success, working closely with colleagues to ensure client needs are met effectively and efficiently.

The successful candidate will be responsible for tasks such as maintaining internal client files, processing account applications, and managing administration tasks on back-office system software.



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