To work alongside a dedicated team consisting of a Senior Wealth Planner and Assistant taking full responsibility with technical issues and undertake the necessary research in order to provide ongoing feedback to the team planning Carry out technical calculations Undertake research both independently and with FP to identify suitable communicate with others in English (written and spoken) Work Experience 1 to 2 years of experience in a similar
To work alongside a dedicated team consisting of a Senior Wealth Planner and Assistant taking full responsibility with technical issues and undertake the necessary research in order to provide ongoing feedback to the team planning Carry out technical calculations Undertake research both independently and with FP to identify suitable communicate with others in English (written and spoken) Work Experience 1 to 2 years of experience in a similar
compliant representative or work towards obtaining that status Purpose of job • Work in collaboration with alongside the portfolio managers and investment research teams • Understands the construction of client Develop an understanding of all portfolios they work on • Client and internal report generation • Checking compliant representative or work towards obtaining that status Purpose of job • Work in collaboration with alongside the portfolio managers and investment research teams • Understands the construction of client
compliant representative or work towards obtaining that status Purpose of job • Work in collaboration with alongside the portfolio managers and investment research teams • Understands the construction of client Develop an understanding of all portfolios they work on • Client and internal report generation • Checking compliant representative or work towards obtaining that status Purpose of job • Work in collaboration with alongside the portfolio managers and investment research teams • Understands the construction of client
client's business. The job requires the candidate to work actively within a team but also independently. The for ensuring that all incoming work is seen to, that any pending work is followed up on to ensure that trustworthy, organized, self-disciplined, and enjoy working in a team environment. Responsibilities § Processing complied with (where relevant) § Ensuring all incoming work is captured within required turnaround times and § Client focused and self-motivated § Ability to work effectively as part of a team but also independently
client's business. The job requires the candidate to work actively within a team but also independently. The for ensuring that all incoming work is seen to, that any pending work is followed up on to ensure that trustworthy, organized, self-disciplined, and enjoy working in a team environment. Responsibilities § Processing complied with (where relevant) § Ensuring all incoming work is captured within required turnaround times and § Client focused and self-motivated § Ability to work effectively as part of a team but also independently
compliance reporting, including adhoc review and analysis work by the Risk and Compliance Committee. The role is part of their completed degree, or where previous working experience includes completed accounting or auditing
compliance reporting, including adhoc review and analysis work by the Risk and Compliance Committee. The role is part of their completed degree, or where previous working experience includes completed accounting or auditing
suite and excel at an intermediate level •Ability to work independently, pro-active, attention to detail and
suite and excel at an intermediate level •Ability to work independently, pro-active, attention to detail and