Contribute to the CASS team to help the firm achieve compliance with the FCA’s CASS regulations. Help to ensure the following: External and internal reconciliations are completed in accordance with internal policies and frequency (including client money and client asset…
Finance Assistant Role York Responsibilities Supporting month end, quarterly and year end financial reporting – assist in management accounting, budgeting, KPI’s and financial statements. Maintaining accurate financial records and update ledgers via journals. Reconciliation of income and income work in…
At Walker Crips Group Plc, we believe that our success is driven by the success of our people. As the parent company to four FCA authorised firms, we are committed to upholding the Consumer Duty principles to ensure positive outcomes…
Client Services Executive Aim and purpose of role To support the Structured Investments team in delivering high standards of customer service and efficient administration. Specific duties Responding to all queries by clients and financial advisers within agreed time frame and…