Join a listed Asset Management business. Service a network of Independent Financial Advisors via the ensure the highest level of client service. The company is a Linked Investment Service Provider (LISP)
Join a listed Asset Management business. Service a network of Independent Financial Advisors via the ensure the highest level of client service. The company is a Linked Investment Service Provider (LISP)
Specialist role services all existing clients of the Company that form part of an allocated team. Attending requirements to complete any deal. 1Ensure that the Company is always compliant with regards to the regulations circumstances. Achievement of targets as set by the Company and its targets and deliverables Recognised FSCA license Class of Business training completed as per Company and FSCA requirements. Experience as a Wealth/Relationship Instruments being Equities, Fixed Income, Bonds, Listed Property & Cash Instruments as well as Local
Specialist role services all existing clients of the Company that form part of an allocated team. Attending requirements to complete any deal. 1Ensure that the Company is always compliant with regards to the regulations circumstances. Achievement of targets as set by the Company and its targets and deliverables Recognised FSCA license Class of Business training completed as per Company and FSCA requirements. Experience as a Wealth/Relationship Instruments being Equities, Fixed Income, Bonds, Listed Property & Cash Instruments as well as Local
leads are contacted and followed up within the company's set time lines
individuals build a trusting relationship with the Company's private wealth clients, fostering confidence and leads are contacted and followed up within the Company's set timelines. Maintenance, reconciliation and requirements to complete any deal. Ensure that the Company is always compliant with regards to the regulations Instruments being Equities, Fixed Income, Bonds, Listed Property & Cash Instruments as well as Local planning. Class of Business training completed as per Company and FSCA requirements. Has been licensed for the
individuals build a trusting relationship with the Company's private wealth clients, fostering confidence and leads are contacted and followed up within the Company's set timelines. Maintenance, reconciliation and requirements to complete any deal. Ensure that the Company is always compliant with regards to the regulations Instruments being Equities, Fixed Income, Bonds, Listed Property & Cash Instruments as well as Local planning. Class of Business training completed as per Company and FSCA requirements. Has been licensed for the
leads are contacted and followed up within the company's set time lines Maintenance, reconciliation and Specialist team as per company's set guidelines Full and proper use of the company's CRM package XPlan Checking to complete a deal Understanding of company products Ensure company is always compliant with the regulations circumstances Achievement of targets set by the company and it's targets and deliverables Knowledge and Instruments being Equities, Fixed income, Bonds, Listed Property and Cash Instruments as well as local
Correspondence will only be conducted with short listed candidates. Should you not hear from us within
service to all clients and as such increase the Company's market share in the area of Funds Under Management leads are contacted and followed up within the Company's set timelines. Maintenance, reconciliation and Specialist team as per the Company's set guidelines. Full and proper use of the Company's CRM package, XPlan Understanding all product offerings. Ensure that the Company is always compliant with regards to the regulations administration is completely compliant as per the Company's and the FSCA's guidelines as well as handling