Hunter Gee Holroyd Limited in York seeks an organised financial planning administration assistant to support Financial Advisers and Paraplanners, handling new business applications and ensuring regulatory compliance.
You will liaise with clients, providers and advisers, manage LOAs, perform KYC/AML checks, prepare client review packs and maintain accurate records using back-office systems such as Intelligent Office and Xplan.
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Wealth Admin & Compliance Specialist (Study Support) employer: Hunter Gee Holroyd Limited
Hunter Gee Holroyd Limited is an excellent employer that prioritises employee development and well-being, offering a supportive culture where you can thrive as a Lead Payroll & Pension Specialist. With benefits like study support and a cycle-to-work scheme, you'll find ample opportunities for professional growth while contributing to a dynamic team dedicated to excellence in payroll management.
Contact Details:
Hunter Gee Holroyd Limited Recruitment Team
