About this role
Wealth Management - Technical Governance & Training Associate at Arbuthnot Latham. Location: London, England, United Kingdom. Role: maintaining records, coordinating training, preparing reports Requirements: Experience in wealth management/financial services, awareness of regulated financial planning, Level 4 Diploma (or working towards), proficiency in Microsoft Office and learning platforms, recordkeeping, MI reporting, policy governance and stakeholder liaison. Category: Human Resources Seniority: Mid Level Tools: Skillserve, Competent Advisor, Microsoft Excel, Microsoft Word, Microsoft PowerPoint Certifications: sps, level 4 diploma in financial planning Commitment: Full Time Workplace: Onsite Languages: English