Woodcocks Haworth & Nuttall Solicitors are seeking a client services professional to support an IFA/Wealth Management function. The role covers client onboarding, AML/KYC checks and CRM management, plus processing pension and investment applications and preparing review packs.
You will work to maintain compliance with FCA, GDPR and provider standards, manage provider relationships, and assist with fee reconciliation and ongoing servicing for advisers.
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Contact Details:
Woodcocks Haworth & Nuttall Solicitors Recruitment Team
