accurately actioned. Role is ideally suited to applicants with previous brokers' assistant, or brokers' administration; and advisory record keeping as per applicable financial services legislation, ensuring that diary and event management. Key requirements for applicants: • Previous experience in similar function a
accurately actioned. Role is ideally suited to applicants with previous brokers' assistant, or brokers' administration; and advisory record keeping as per applicable financial services legislation, ensuring that diary and event management. Key requirements for applicants: • Previous experience in similar function a
Liaise with clients' legal and tax advisers (if applicable) Consider current and future asset allocation
Various legislative requirements relating to all applicable products o Completeness and accuracy of instruction
Liaise with clients' legal and tax advisers (if applicable) Consider current and future asset allocation
Various legislative requirements relating to all applicable products o Completeness and accuracy of instruction
colleagues, as required. Key requirements for applicants: Relevant tertiary qualification a necessity:
colleagues, as required. Key requirements for applicants: Relevant tertiary qualification a necessity: