Client Delivery Manager
Family comes first at this Chartered IFA practice!
They keep family at the centre of everything they do, both for employees and clients, including the advice they provide. It has enabled them to build long, established relationships with clients and in several cases generations of their families who have also become clients.
It's no surprise then that they're looking for a special kind of individual to join the team and continue the great work they do.
As compliance assistant you will:-
- Carry out file reviews
- Work closely with the network on new regulation and horizon scanning
- Have regular meetings with the Directors and Practice Manager to discuss any areas of concern and make suggestions for ways in which current compliance processes could be improved
In return this firm offers a highly competitive salary, benefits and flexibility to work from home.
This is undoubtedly a great opportunity to join a practice where you'll become part of the family and where the work you do will be valued.