HGH Wealth Management Ltd - Independent Financial Advisers is seeking a proactive administrator to support Financial Advisers and Paraplanners. You will process new business, manage LOAs, prepare client packs and assist with servicing while maintaining FCA compliance and accurate records.
Experience in financial services admin, KYC/AML checks, and proficiency with back-office systems will help you excel. A detail-oriented, multi-tasking mindset and strong communication are essential.
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Wealth Management Admin & Compliance Specialist employer: HGH Wealth Management Ltd - Independent Financial Advisers
HGH Wealth Management Ltd is an exceptional employer located in the heart of York, offering a supportive work culture that prioritises employee growth and development. With a focus on professional training and a commitment to compliance, you will thrive in an environment that values your contributions while providing meaningful opportunities to advance your career in financial services.
Contact Details:
HGH Wealth Management Ltd - Independent Financial Advisers Recruitment Team
