Business Processing Administrator
Core
Deliver efficient administrative support to financial advisers and clients, ensuring business processing and compliance with FCA regulations.
Role type
Business Processing Administrator
Builds
Client portfolio transfers and business processing workflows
Domain
Financial Advice / Regulatory Compliance
Deliverable
client delivery
Required skills
A-Level qualification, regulatory knowledge, attention to detail, planning and organization, communication
Preferred skills
proactive approach, workload management
Responsibilities
Produce and follow up on fees, carry out compliance document checks, monitor business processing cases, liaise with external providers for transfers, maintain relationships with support teams
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