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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 -
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 -
Quilter-London
like the Client Eligibility Tool and Lender Connect. Collaborate with IT to facilitate access and address advisers' requests swiftly.
You'll craft Defaqto CI reports with precision, meeting tight deadlines and providing ongoing support to advisers...
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 -
Quilter-Leeds
and presentation skills.
• Analytically minded.
• Knowledge of Financial Services Industry providers, platforms, analytical tools such as Defaqto Engage and Analytics, X-Plan desirable.
• Excellent communication skills, both oral and written, including being...
Premier Group-Leicester
products, including our top-rated Full SIPP that boasts a 5-star Defaqto rating.
What You’ll Do:
Step into an exhilarating full-time hybrid role (after an initial probationary period) where you'll take charge of managing the end-to-end administration...
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