3 jobs found in Coventry

Our client, a well-established and growing Independent Financial Planning firm, is seeking a Compliance Administrator to join their team. This is an excellent opportunity for someone with experience within the Financial Planning industry who is looking to develop their career within compliance and regulation. The successful candidate will support the Compliance Manager and wider Compliance function in delivering a high-quality, efficient and compliant service across the business. Key Responsibilities Support the Compliance Manager and wider team with day-to-day compliance activities Conduct risk assessments to identify and evaluate compliance risks Monitor adherence to regulatory requirements, internal policies and industry best practice Assist with quarterly adviser 1:1 meetings, including KPI reviews Support file checking activities and provide feedback to advisers Assist with adviser observations and competency assessments Support annual FIT assessments, competency...

Remote Administrator Immediate Start Up to 30k Pro Rata Short-Term Contract Excel & Data Entry Skills Required Immediate requirement for a detail-oriented Administrator to support a large-scale employee records migration project. This is an excellent opportunity for an experienced Administrator with strong Microsoft Office skills who enjoys accurate, process-driven work. Previous HR or Legal Administration experience is beneficial but not essential. Full training will be provided. The Role Transfer employee records and documentation into a new HR system Maintain accurate Excel trackers and data records Ensure confidentiality and accuracy when handling sensitive information Work remotely following a short onboarding and training session Support a time-critical business project through to completion The Person Previous Administration, Office Support, Data Entry or Document Control experience Strong Microsoft Office and Excel skills High attention to detail...

Our client, a UK-wide independent financial advice business, is seeking a Financial Services Administrator to join their Gloucester office on a full-time, permanent basis. This is an excellent opportunity to join a successful and growing business, providing efficient administrative support to a team of advisers. The role plays a key part in helping advisers deliver ongoing client service, with a strong focus on client satisfaction, retention, and delivering on commitments. The successful candidate will demonstrate strong communication skills and a commitment to delivering high-quality client service. Using initiative effectively and work collaboratively to support positive client and business outcomes. Responsibilities: New Business & Client Administration -Process new business applications and associated paperwork through to submission -Carry out client identity verification checks where required -Chase applications, transactions and client requests...