Trabajos file review en Liverpool

Our client is a wealth management business who have enjoyed a period of sustained growth and continue to have a unique and successful business model. This growth has included an increase in Financial Adviser population, and they now require a further compliance consultant in support. The complian...

Our client is a leading financial wellbeing and retirement specialist, working with hundreds of businesses across the private and public sector by offering their staff financial education, guidance and regulated financial advice. As the company continues to grow, a requirement has arisen for an o...

Senior Support to CEO (Self-employed - Initial 6-month contract – remote working)   Following a successful 6-month period and review, the contract could be extended. About the AC The Association for Coaching (AC), has now entered its next phase of international expansion. With the continued pursu...

Base Location: Canary Wharf, London plus network of 20 offices nationally: www.kpmg88careers.co.uk/experienced-professional/#LeBlender.OfficeLocations The KPMG Enterprise Wide Technology Enterprise-Wide Technology (EWT) is an internally facing, dedicated team of over 450 technologists and other s...

Job Title: Senior Associate - Catastrophic Injury/Large LossLocation: LiverpoolSalary: Competitive Join a dynamic team at a leading firm in the Casualty market. Assist on a diverse caseload, including motor, EL/PL, and indemnity large loss cases. Enjoy opportunities for career growth, autonomy, a...

We are currently recruiting on behalf of Merseyside Police for a Police Staff Investigator within the Firearms department. This role would be based at Speke. This is a temporary role until June 2025 working Monday to Friday, 36.5 hours a week. This role is a Grade E at £16.17 per hour. PLEASE NOT...

Carry out file reviews and maintain a log of checks undertaken:Check all documentation for completeness and consistency;Review and assess Adviser recommendations to clients for suitability, in respect of the firms discretionary managed service, ISAs, Pension, Annuity broking, Pension Transfers/Sw...

Deputy Team Leader - EL/PL Team The Deputy Team Leader will assist the Team Leader in the achievement of team targets and operational measures including management of junior team members. The role will also involve assisting the Team Leader in delivering quality of service and client service co...

Senior Accountant Liverpool (City Centre) Up to £45,000 Butler Rose are thrilled to be working with a great firm of accountants based in Liverpool City Centre. This is an exciting time for the firm as the business continues to grow. They are an independent regional firm with a wide-ranging portfo...

Carry out file reviews and maintain a log of checks undertaken: * Check all documentation for completeness and consistency. * Review and assess Adviser recommendations to clients for suitability, in ...

Carry out file reviews and maintain a log of checks undertaken. * Check all documentation for completeness and consistency. * Review and assess Adviser recommendations to clients for suitability, in ...

Management * with the preparation of client, team and sector analysis and statistics * in bulk client file reviews to support policy year, pre-renewal or subject matter initiatives * excellent ...

Conduct Compliance file reviews on selected matters across all our fee earning teams. * Arrange and collate the annual returns for the firms various Quality and Compliance accreditations including ...

Assist with compliance-related tasks, including file reviews and ensuring adherence to regulatory guidelines.Maintain a high level of confidentiality and professionalism in all interactions with ...

ResponsibilitiesYour responsibilities will include overseeing regular file reviews aimed at maintaining professional standards, provide guidance and supervision to property fee earners, implement ...

Implementing any recommendation made by the Partners following monthly file reviews, ensuring that these are dealt with promptly. * Ensuring compliance with file management Key Skills required: * 5 ...

Championing best practices and case management standards, ensuring adherence to Lexcel and CQS criteria through regular file reviews and effective supervision. * Cultivating and nurturing ...

Carry out file reviews and maintain a log of checks undertaken * Check all documentation for completeness and consistency * Review and assess Adviser recommendations to clients for suitability, in ...

Advocating for best practices and case management standards, ensuring compliance with Lexcel criteria through regular file reviews and effective supervision. * Meeting individual and collective ...

... file reviews to support policy year, pre-renewal or subject matter initiatives Have excellent communication skills with an ability to engage with clients and effect & manage change Use client ...

Financial Mis-selling File Handler Full Time, Permanent £20,000 - £30,000 DOE BootleWe are ... To review incoming information and establish a possible claim route * Ensure all information is ...

You will be entrusted with conducting thorough compliance file reviews, contributing to the annual returns for various Quality and Compliance accreditations, and serving as a liaison with insurers ...

It is desirable that the post holder has experience of the following, to review cases, lead investigations and quality assure processes: * File management * Proven and well evidenced experience in an ...

Ensure regular review of the volumes of queries received by HR and produce KPI's setting out any ... Conduct personnel file audits chasing missing documents, completing files, scanning and uploading ...