Compliance Manual, local and Group Compliance and Risk policies. WE WOULD LOVE TO HEAR FROM YOU IF: Previous experience...
OVERALL SUMMARY PMO Analysts will work closely with the Change & Technology leadership team reporting directly into the PMO Lead. The role supports the delivery of a complex portfolio of work within the division. They will act as day-to-d...
OVERALL SUMMARY This will consist of AML and account opening upfront quality checks of new client accounts. This team will work closely with the Front Office to ensure that the business adheres to Anti-Money Laundering (AML) regulations a...
OVERALL SUMMARY Join TrinityBridge Client Services team as a Client Service Executive. It is the CSE’s responsibility to ensure client onboarding and ongoing service queries are managed efficiently and in a timely manner. RESPONSIBILITI...
OVERALL SUMMARY Join TrinityBridge Paraplanning team to support Advisers, and ultimately clients, in the advice giving process with suitability reports, product research and technical analysis. RESPONSIBILITIES Discuss client objectiv...
lenders, custodians and pension houses. Key clients include: Aberdeen Aegon UK PLC Aviva Close Brothers HSBC Lloyds.... The Team has close working relationship with other specialists in the Financial Services sector, seeking to maximize cross...