Defaqto Jobs
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Defaqto Limited-London
assets and data-driven products available to the market
Overview
You will lead activities to optimise our data sourcing, aggregation and governance and you will drive the evolution of Defaqto's data product ecosystem to better serve the consumer...
appcast.io -
Defaqto-Cwmbran
Job Description
• Are you looking to make a BIG impact in a small but leading technology business?
• Are you somebody who gets things done?
• Do you enjoy working from the office a couple of times each week?
Defaqtos purpose is to help everyone...
Defaqto-Cwmbran
knowledge, expertise and exclusive software which empowers cutting-edge comparison propositions.
Being part of the Defaqto family, brings stability and financial security with agility, access to enterprise tools and training and innovation with reduced risk...
devitjobs.uk -
Norwich
Microsoft Office (Word, Excel, Outlook), Transact & Defaqto.
Role Purpose
To enhance and maintain a frictionless, professional, and personal member experience by owning all operational, administrative, and communication processes that underpin our purpose...
cv-library.co.uk -
Quilter-Birmingham
to Financial Advisers within FCA Regulations
About You
• Proficient in the use of Microsoft Office including Word, Excel and Microsoft outlook.
• Knowledge of Financial Services Industry providers, platforms, analytical tools such as Defaqto Engage...
2 similar jobs: Leeds, Exeter
Leeds
party software packages i.e. Intelliflo, Dynamic Planner, Adviser Asset, Defaqto etc
• Using product provider platforms especially, M&G, Fidelity, Standard Life, Quilter, Scottish Widows
• Diary management, LOA’s etc
• Dealing with clients...
cv-library.co.uk -
London Premier Wealth Management Limited-London
of Iress Xplan, SAP, Defaqto Engage, Cashcalc tools will be a good fit but not essential.
The role is an in office role only (zone one central London) working alongside the founder of the business.
Rates of pay for the contract are along the following...
Brierley Hill
to deadlines.
• Comfortable working independently and as part of a wider team.
• Report writing experience is desirable.
• Familiarity with tools such as Defaqto or SelectaPension would be beneficial.
Benefits
• Salary up...
cv-library.co.uk -
London Premier Wealth Management Limited-London
retail clients. Our preference would be an existing paraplanner whom has worked within the IFA sector, although this is not essential and paraplanners in the restricted advice market would be considered. Those with experience of Iress Xplan, SAP, Defaqto...
mindmatch.ai -
Capio Recruitment-United Kingdom
with a minimum of two years’ experience as a Paraplanner.
Competent with financial systems such as Defaqto, FE Analytics, Selectapension, and CashCalc.
Excellent verbal and written communication skills with a keen attention to detail.
Ability to compose...
Capio Recruitment-United Kingdom
as a Paraplanner. Competent with financial systems such as Defaqto, FE Analytics, Selectapension, and CashCalc. Excellent verbal and written communication skills with a keen attention to detail. Ability to compose professional and bespoke content for reports...
mindmatch.ai -
Capio Recruitment-United Kingdom
with a minimum of two years’ experience as a Paraplanner.
Competent with financial systems such as Defaqto, FE Analytics, Selectapension, and CashCalc.
Excellent verbal and written communication skills with a keen attention to detail.
Ability to compose...
London Premier Wealth Management Limited-London
retail clients. Our preference would be an existing paraplanner whom has worked within the IFA sector, although this is not essential and paraplanners in the restricted advice market would be considered.
Those with experience of Iress Xplan, SAP, Defaqto...
Capio Recruitment-United Kingdom
with a minimum of two years’ experience as a Paraplanner.
Competent with financial systems such as Defaqto, FE Analytics, Selectapension, and CashCalc.
Excellent verbal and written communication skills with a keen attention to detail.
Ability to compose...
Capio Recruitment-United Kingdom
with a minimum of two years’ experience as a Paraplanner.
Competent with financial systems such as Defaqto, FE Analytics, Selectapension, and CashCalc.
Excellent verbal and written communication skills with a keen attention to detail.
Ability to compose...
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