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 Providing clients/ IFA's with superior levels of service § Maintaining records of all interactions with
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 Providing clients/ IFA's with superior levels of service § Maintaining records of all interactions with
compliant representative or work towards obtaining that status Purpose of job • Work in collaboration with of portfolios • Providing portfolio analytics services in relation to discretionary managed clients • 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 of portfolios • Providing portfolio analytics services in relation to discretionary managed clients •
compliant representative or work towards obtaining that status Purpose of job • Work in collaboration with of portfolios • Providing portfolio analytics services in relation to discretionary managed clients • 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 of portfolios • Providing portfolio analytics services in relation to discretionary managed clients •
space required and articles covering Financial Services preferred. Please note: only shortlisted candidates
space required and articles covering Financial Services preferred. Please note: only shortlisted candidates
Senior Accountant sought for financial services industry (office based position) Full function accounting
advisory record keeping as per applicable financial services legislation, ensuring that all investment and suite and excel at an intermediate level •Ability to work independently, pro-active, attention to detail and
advisory record keeping as per applicable financial services legislation, ensuring that all investment and suite and excel at an intermediate level •Ability to work independently, pro-active, attention to detail and
To work alongside a dedicated team consisting of a Senior Wealth Planner and Assistant taking full responsibility communicate with others in English (written and spoken) Work Experience 1 to 2 years of experience in a similar