Compliance and Operations Associate

1 day ago


Beckenham, Greater London, United Kingdom St James's Place Wealth Management Full time
Job Overview:

We are seeking a highly skilled Paraplanning Expert to join our team at St James's Place Wealth Management. In this role, you will be responsible for supporting the preparation of suitability reports, conducting research, and liaising with advisers to ensure efficient case progression.

About the Team:

Our team is committed to delivering exceptional client service and helping our clients achieve their financial goals. We believe in fostering a culture of collaboration, innovation, and continuous learning.

Responsibilities:
  • Support the preparation of suitability reports, case files, and other related documents.
  • Conduct research to identify suitable solutions for clients, involving obtaining information, quotes, illustrations, and product details for comparison and analysis.
  • Liaise with advisers to ensure timely and efficient case progression.
  • Maintain accurate records and update client files accordingly.
Requirements:
  • A minimum Level 4 Diploma in Financial Planning or equivalent qualification.
  • Strong understanding of financial planning concepts, including income tax, capital gains tax, inheritance tax, trusts, and pension transfers.
  • Excellent communication and organizational skills.
  • Proficiency in MS Office, MS Outlook, and CRM systems such as Salesforce.
Salary:

The estimated salary for this position is £40,000 - £50,000 per annum, depending on experience.


  • Law Firm Risk

    1 day ago


    Beckenham, Greater London, United Kingdom AJ FOX COMPLIANCE Full time

    We are a specialist legal recruitment agency, AJ FOX COMPLIANCE, looking for future trainee solicitors to join our Law Firm Risk & Compliance team. If you have 9-12+ months available before your training contract, we can offer short contracts of varying lengths to suit your availability.This role involves liaising with legal professionals and law firms at...


  • Beckenham, Greater London, United Kingdom beBee Professionals Full time £25,000 - £35,000

    beBee Professionals in Beckenham is looking for an Operational Team Associate to join our fast-paced environment. As a key member of our team, you will be responsible for delivering excellent customer service and contributing to our operational success.Key Responsibilities:Engage with customers, providing service and support.Participate in all aspects of the...

  • Compliance Officer

    3 weeks ago


    Beckenham, Greater London, United Kingdom VINCI Facilities Full time

    Job Title: Compliance OfficerWe are seeking a Compliance Officer to join our team at VINCI Facilities. The successful candidate will be responsible for managing building compliance and ensuring that our facilities operations are contractual compliant. This role requires a proactive approach to ensuring compliance, with a focus on internal and external...


  • Beckenham, Greater London, United Kingdom beBee Professionals Full time £22,000 - £28,000

    We are seeking a Supply Chain Operations Associate to join our logistics team in Beckenham, United Kingdom. The role involves handling goods, preparing orders, and ensuring the warehouse runs efficiently.Key Responsibilities:Loading and unloading goods for storage and distribution.Picking, packing, and preparing orders for dispatch.Maintaining inventory...


  • Beckenham, Greater London, United Kingdom ProTalent Limited Full time

    About the RoleThis is a challenging opportunity for an experienced Corporate Tax Associate Director to join our expanding tax team in Bromley, UK. With a strong presence across the UK, our client is well-established and respected in the industry.The role involves working on a diverse portfolio of clients, ensuring excellent service delivery and identifying...


  • Beckenham, Greater London, United Kingdom 2Bils Ltd Full time

    2Bils Ltd is seeking an experienced Retail Operations Director to lead the daily operations of our retail store. With a proven track record in managing staff, driving sales performance, and ensuring operational goals are met, this individual will play a crucial role in the success of our company.Key ResponsibilitiesManage a team of sales associates to...

  • Team Associate

    2 months ago


    Beckenham, Greater London, United Kingdom beBee Professionals Full time £25,000 - £35,000

    At beBee Professionals in Beckenham, we're seeking a skilled Team Associate to contribute to our dynamic environment. As a key member of our team, you'll deliver exceptional customer service and support, while participating in all aspects of our operational workflow.Key Responsibilities:Engage with customers, providing service and support.Collaborate with...


  • Beckenham, Greater London, United Kingdom beBee Professionals Full time £22,000 - £28,000

    We are seeking an experienced Inventory Management Associate to join our logistics team in Beckenham, UK.Key Responsibilities:Loading and unloading goods for storage and distribution.Picking, packing, and preparing orders for dispatch.Maintaining inventory accuracy by updating stock records.Ensuring the warehouse is clean, safe, and organized.Operating...

  • Retail Sales Associate

    2 months ago


    Beckenham, Greater London, United Kingdom beBee Professionals Full time £20,000 - £25,000

    We are seeking a Retail Sales Associate to deliver exceptional customer service and support the store's day-to-day operations in Beckenham, United Kingdom.Key Responsibilities:Provide product knowledge and advice to customers.Operate the cash register and handle transactions.Maintain the store's visual presentation and stock levels.Assist with stock...

  • Operations Manager

    1 day ago


    Beckenham, Greater London, United Kingdom LSEC Full time

    Job Title: Operations Manager Estimated Salary: £60,000 - £80,000 per annum London and South East Colleges (LSEC) is a leading education provider seeking an experienced Operations Manager to lead facilities operations throughout our assigned sites. This role involves managing all facilities operations, including Hard and Soft FM, repairs, maintenance,...


  • Beckenham, Greater London, United Kingdom beBee Professionals Full time £20,000 - £25,000

    As a Retail Customer Service Associate at beBee Professionals, you will play a key role in delivering exceptional customer service and supporting the store's day-to-day operations in Beckenham, United Kingdom.Key Responsibilities:Provide product knowledge and advice to customers.Greet and assist customers with product selection.Operate the cash register and...


  • Beckenham, Greater London, United Kingdom Next Full time

    Job Summary:We are looking for a skilled and enthusiastic individual to join our Christmas Support Team as a Sales Floor Support Associate. In this role, you will be responsible for providing excellent customer service, maintaining a high level of product knowledge, and contributing to the overall success of our sales floor operations.Key...

  • Warehouse Associate

    4 weeks ago


    Beckenham, Greater London, United Kingdom Next Full time

    About the Company:We are a fast-paced retail company, Next, committed to delivering excellent customer service and high-quality products.Job Summary:We are seeking a highly organized and efficient Warehouse Associate to join our stock management team. As a Warehouse Associate, you will be responsible for accurately processing stock, ensuring it is properly...


  • Beckenham, Greater London, United Kingdom Medivet Group Limited Full time

    About the RoleIn this exciting opportunity, you will work closely with our Lead Vet and Regional Operations Director to optimize commercial performance. Your focus will be on key performance indicators, including capacity utilization, skills optimization, and cost management.You will also observe the highest standards of regulatory compliance, conduct...


  • Beckenham, Greater London, United Kingdom Sasse Limited Full time

    About the RoleWe are seeking a highly skilled and experienced PCV Shunter to join our team at Sasse Limited. As a key member of our operations team, you will be responsible for ensuring the smooth movement of vehicles through our facility in Bromley/Stagecoach.Key ResponsibilitiesMaintaining accurate records of vehicle movements and operational...


  • Beckenham, Greater London, United Kingdom CAPEL MANOR COLLEGE Full time

    Job Summary: Capel Manor College is recruiting a Maintenance Operations Assistant to support our estates team.About the Role: As a Maintenance Operations Assistant, you will assist with the upkeep and maintenance of our campuses. This will involve supporting the work of maintenance staff and ensuring that our buildings and equipment are clean and safe.Key...


  • Beckenham, Greater London, United Kingdom MLK Education Search Full time

    Job DescriptionAs Operations and Finance Manager at MLK Education Search, you will play a critical role in ensuring the smooth operation of our school's business functions.Your primary responsibilities will include managing the school's budget and finances, overseeing facilities and premises management, and developing and implementing policies and procedures...


  • Beckenham, Greater London, United Kingdom Little Elms Full time

    Job OverviewWe are seeking an experienced Lead Nursery Operations Manager to join our team at Little Elms. This role will involve leading and managing nursery operations across South London, ensuring high standards of care and education for children aged 3 months to 5 years.About the RoleThis is a key leadership position that requires a strong background in...


  • Beckenham, Greater London, United Kingdom Twenty 4 Seven Full time

    Role Description:We are seeking an experienced and skilled Site Operations Coordinator to join our team at Twenty 4 Seven. The successful candidate will be responsible for coordinating the day-to-day operations of our primary school site in Bromley, Kent.About the Role:Manage facilities, including building maintenance, repairs, and health & safety...

  • Operations Director

    3 months ago


    Beckenham, Greater London, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Team Leader Opportunity at beBee ProfessionalsWe are seeking an experienced and motivated Team Leader to join our dynamic team in Beckenham, United Kingdom. As a key member of our team, you will be responsible for overseeing daily operations, driving team performance, and ensuring targets are met while fostering a positive and collaborative work...