Defaqto Jobs
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Search results - Defaqto Jobs
Defaqto-Aylesbury
workflows. Who we are
Defaqto is one of the UK’s most trusted sources of financial product and market intelligence. By bringing together product data, technology, and consumer insight we help everyone make smarter, more informed financial choices now...
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jobsxl.co.uk -
Vanilla Recruitment-Leicester
of research tools, cashflow modelling with Cashcalc, FE Analytics and Defaqto desirable Excellent attention to detail and interpersonal skills Highly organised, self-motivated and able to manage own workload effectively...
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mindmatch.ai -
Financial Divisions-Hemel Hempstead
to deliver excellent service.
Requirements:
• Minimum 2 years’ IFA administration experience.
• Confident using provider platforms and CRM systems.
• Knowledge of FE Analytics, Defaqto or Cashcalc advantageous (training available).
Benefits:
• £30,000...
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Vanilla Recruitment-Loughborough
with strong report writing skills
• Understanding of investments, pensions, protection, investments and trusts from a wealth management background
• Good working knowledge of research tools, cashflow modelling with Cashcalc, FE Analytics and Defaqto desirable...
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joblookup.com -
Operations Manager (Wealth Management), St Albans, £35,000 - £45,000 (DOE), Hybrid Working Available
Financial Divisions-St Albans
Strong knowledge of IFA processes, provider platforms and back-office systems.
• Experience with tools such as FE Analytics, Defaqto or Cashcalc would be advantageous.
• Strong organisational, leadership and communication skills.
Benefits
• Salary...
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Vanilla Recruitment-Coventry
with strong report writing skills
• Understanding of investments, pensions, protection, investments and trusts from a wealth management background
• Good working knowledge of research tools, cashflow modelling with Cashcalc, FE Analytics and Defaqto desirable...
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joblookup.com -
Blakemore Recruitment-Bedford
Researching products and funds using software such as Select A Pension, FE Analytics and Defaqto
• Create and maintain client files and enter details onto back-office database
• Liaise with Trainee Paraplanners
• Submitting Business on internal and external...
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Folkestone
demands.
Excellent organisational skills and ability to plan.
Desirable
FE Analytics
Intelliflo Office
Defaqto
Level 4 qualified in financial services.
What we can offer
In return for the above experience and personal traits we can offer:
Salary...
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cv-library.co.uk -
Financial Divisions-St Albans
as the practice continues to grow.
Requirements
• Minimum 2 years’ experience in an IFA or wealth management administration role.
• Confident using provider platforms and CRM/back-office systems.
• Knowledge of tools such as FE Analytics, Defaqto or Cashcalc...
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Vanilla Recruitment-Leicester
Understanding of investments, pensions, protection, investments and trusts from a wealth management background Good working knowledge of research tools, cashflow modelling with Cashcalc, FE Analytics and Defaqto desirable Excellent attention to detail...
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joblookup.com -
Financial Divisions-Hemel Hempstead
such as FE Analytics, Defaqto and/or Cashcalc would certainly be an advantage — but again, support and training are available for the right person.
Who They’re Looking For
You’ll be someone who has solid experience within an IFA environment, is organised...
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Banbury
Required
• Excellent Microsoft Office skills.
• Experience with Intelligent Office, Fintegrate, Defaqto.
• Strong telephone manner and communication skills.
• Ability to work independently and collaboratively.
• Excellent organisation, accuracy...
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cv-library.co.uk -
Banbury
time-to-time
Critical Skills Required
• Fully computer literate including excellent Microsoft Office skills
• Understanding of in-house systems such as Intelligent Office, Fintegrate, Defaqto
• Excellent telephone manner...
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cv-library.co.uk -
Vanilla Recruitment-Loughborough
management background
• Good working knowledge of research tools, cashflow modelling with Cashcalc, FE Analytics and Defaqto desirable
• Excellent attention to detail and interpersonal skills
• Highly organised, self-motivated and able to manage own workload...
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2 similar jobs: Coventry, Leicester
Blakemore Recruitment-Berkhamsted
based and hybrid working arrangements after training.
Key Responsibilities:
• Draft Suitability Reports (New Money, Fund Switches, Pension Transfers, etc.)
• Conduct financial product research using tools like FE Analytics, Cashcalc, and Defaqto...
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