To work alongside a dedicated team consisting of a Senior Wealth Planner and Assistant taking full responsibility process recommendations as per Advice Process General administration Prepare and coordinate review documentation 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 process recommendations as per Advice Process General administration Prepare and coordinate review documentation communicate with others in English (written and spoken) Work Experience 1 to 2 years of experience in a similar
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 to Supervision candidate skills, knowledge and general development. • Back up support for colleagues,
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 to Supervision candidate skills, knowledge and general development. • Back up support for colleagues,
invitations and venue and client co-ordination •General secretarial support: typing, filing, faxing etc suite and excel at an intermediate level •Ability to work independently, pro-active, attention to detail and
invitations and venue and client co-ordination •General secretarial support: typing, filing, faxing etc suite and excel at an intermediate level •Ability to work independently, pro-active, attention to detail and
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
compliant representative or work towards obtaining that status Purpose of job • Work in collaboration with 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 management, and able to manage deadlines • Able to work under pressure and multi-task • Communicates clearly politely, both verbally and in writing • Able to work independently but also be a team player • Uses initiative
compliant representative or work towards obtaining that status Purpose of job • Work in collaboration with 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 management, and able to manage deadlines • Able to work under pressure and multi-task • Communicates clearly politely, both verbally and in writing • Able to work independently but also be a team player • Uses initiative