WE ARE DRIVEN TO SUCCEED. OUR PURPOSE IS TO HELP PEOPLE MOVE ON IN THEIR LIVES THROUGH SURPASSING EXPECTATIONS AND ALWAYS SUPPORTING OUR CLIENTS, OUR COMMUNITIES AND EACH OTHER.

We are currently recruiting for a Compliance Legal Assistant to join our Compliance team in Liverpool. This is an exciting opportunity for someone who is passionate about the work they do, the service they provide and getting the best results for their clients.
The role is to complete a compliance pack by obtaining financial documentation from clients, including bank statements, credit card statements, wage slips and tax returns.
We are looking for someone who is positive, energetic and enthusiastic, a problem solver and someone who can work as part of a tight team and using their own initiative. You will be responsible for acting in an incredibly courteous and professional manner to create and deliver a positive customer experience.
If you have got drive and determination, ambition and are looking for a stimulating career then we would love to hear from you.

RESPONSIBILITIES TO INCLUDE:

· Make prompt and regular contact with the client to obtain their financial documentation as quickly as possible
· Record and upload all financial documentation onto a case management system
· Complete set tasks daily and ensure all future tasks are logged and completed
· You must be polite, professional and friendly to clients at all times
· You must have a high attention to detail
· All compliance packs must be completed in accordance with strict guidelines and every pack must be in excellent order