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??You will:

• Assist 'Whole of Market??? product research, including due diligence questionnaire monitoring for all core Financial Planning and Wealth Planning products including Offshore investment Bonds, SIPP and Life Insurance.
• ??Oversee a depository of provider agreements and current key provider contacts for product provider operational queries.
• Work closely with the banks fees teams to ensure au product provider fees requests are current and correctly processed.
• To undertake asset permissibility review checks for ISA, SIPP & Offshore investment Bonds.

??Your Skills/experience:

• Change management experience
• Produce key documentation for senior stakeholders
• Be proactive and adaptable when faced with new tasks and challenges
• Be proactive and adaptable when faced with new tasks and challenges
• Able to use initiative and perform responsibilities with limited guidance