We are looking to recruit an experienced Data and Compliance Administrator to maintain a robust internal data management system, ensure contractual compliance and administer all training related systems.
Also to support in quality assurance activity.
Role responsibilities and requirements
Administration of data management systems to maintain accurate and compliant data records.
Due to an increase in business, we require an experienced Finance Assistant to take an important role in the day to day running of the finance department across our group.
Duties to include
Sales ledger control ensuring cash received and allocated in a timely manner.
Purchase ledger control ensuring the purchase to pay process runs efficiently, daily invoicing.
Monitoring the consumer customer service inbox and answering emails to customers from our consumer website.
Answering the telephone take telephone orders by processing the order on Shopify and taking card payments.
Review of the sales orders which can be shipped on our ERP system and tag these orders on the shipping system so that the warehouse can ship to customers approximately 3 times per day.
Duncan Lewis Solicitors (Ltd): Regulated by the Solicitor's Regulation Authority, Duncan Lewis Solicitors was founded in 1998 and is headquartered in the City of London (Fenchurch Street EC3M), with offices nationwide.
We are recognised by the Legal 500 and Chambers & Partners UK independent legal directories as a top-tier law firm in all of our key practice areas - "a diligent and professional team that is prepared to go the extra mile for its clients".
The individual will join an existing and established compliance team and will be based out of modern, professional offices in Tyne and Wear.
Due to changes within the compliance function, our client, a mid-sized IFA Firm (part of a larger business), has an immediate requirement for a T&C (Training and Competence) Supervisor.
This is a superb and rare opportunity in the North East, for an individual to use their experience of Adviser monitoring and development, to ensure quality and regulatory requirements are met.
Posted by BMC Recruitment Group • £35K/yr to £50K/yr
About the Company
Our client are an award-winning group of financial services and technology companies, working with close to 20% of UK financial advisers and their clients.
By combining their Investment Management expertise with advanced Wealth Platform technology, they offer financial solutions built for the future and that of their clients.