New Business Checking Associate — Hybrid Risk & Compliance

Royal Bank of Canada>; Greater London; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A leading financial institution in London seeks a New Business Checking Associate to monitor new business submissions and support financial planning operations. The role involves conducting risk analysis, ensuring timely check completions, and liaising with various functions to improve governance. Candidates should have experience in Wealth Management and strong communication skills. This position offers opportunities for development and a collaborative work environment.

Benefits

Development coaching

Dynamic team environment

Work-life flexibility

Qualifications

• Proven experience in Wealth Management or Financial Planning.
• Strong communication skills - verbal and written.
• Strong attention to detail and inquisitive nature.

Responsibilities

• Monitor all new business submissions across the financial planning teams.
• Ensure all checks are completed within timeframes.
• Support team members with complex queries.

Skills

Adaptability

Client Centricity

Communication

Critical Thinking

Financial Acumen

Education

CII Diploma (preferable)

Job description

A leading financial institution in London seeks a New Business Checking Associate to monitor new business submissions and support financial planning operations. The role involves conducting risk analysis, ensuring timely check completions, and liaising with various functions to improve governance. Candidates should have experience in Wealth Management and strong communication skills. This position offers opportunities for development and a collaborative work environment.