or email). This includes providing information on CISI’s exams, membership, and other products and services. · Ensuring excellent customer... and in accordance with CISI policy and within agreed timescales. · Updating records to ensure the data we hold is accurate...
to detail;able to manage competing priorities in a client-facing role. Professional investment qualification at CISI Level 7...
Adviser who has: Level 4 Diploma in Regulated Financial Planning (CII, CISI or equivalent). Demonstrable experience...
. Professional qualifications in Risk, Data Governance, Audit, Technology or Compliance. DAMA, IRM, ICA, CISI or equivalent...
either the CISI level 6 PCIAM or level 7 CWM qualifications What's on Offer The opportunity to join a respected and growing...
Office applications. Desirable IAQ, CISI or equivalent financial services qualification. Experience with AML screening...
in Risk, Data Governance, Audit, Technology or Compliance. DAMA, IRM, ICA, CISI or equivalent professional certification...
-regulated environments and operational risk frameworks. Professional qualification such as CISI, IAQ or equivalent. Exposure...
advice environment. Level 4 Diploma in Financial Planning through the CII, CISI or LIBF, or an equivalent qualification...
investment qualification (e.g., IMC, CFA, or CISI) Experience supporting RFPs, pitch processes, or institutional/wholesale...