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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The following opportunity is for a Wealth Admin & Compliance Specialist (Study Support) with Hunter Gee Holroyd Limited.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in York and North Yorkshire, England, United Kingdom.
This opportunity is part of our work in Finance.
The advertised compensation is 26.000 - 32.000.
We aim to respond to suitable candidates as soon as possible.