with colleagues to ensure corrective actions are completed. This role is part of the atomos Group, working for MWA colleagues... or wealth management firm Strong understanding of UK financial planning regulations and FCA requirements Knowledge...
’ experience in wealth management or portfolio management, ideally as an Assistant Portfolio Manager or Associate Portfolio Manager...
or wealth management. Strong understanding of UK wealth and financial planning products and regulatory requirements. Ability... and take ownership. Knowledge of pensions, investments, ISAs, trusts and wider wealth management solutions. Experience supporting...
experience within Financial Planning operations. Wealth Management-only experience will not be sufficient. Proven experience...
experience in a Paraplanning or similar technical financial planning role, ideally gained within a wealth management or financial...