role, with flexibility offered by the Company. To assist the director and financial advisors with the investment professional and have meticulous attention to detail. The person should also be naturally process orientated, with streamline processes and work efficiently. The person should be a self-starter and be able to work on and accounts on various platforms. Process and execute financial advisor and client instructions whilst investment transfers and monthly fund switches). Assist, and where necessary oversee, opening of new client
role, with flexibility offered by the Company. To assist the director and financial advisors with the investment professional and have meticulous attention to detail. The person should also be naturally process orientated, with streamline processes and work efficiently. The person should be a self-starter and be able to work on and accounts on various platforms. Process and execute financial advisor and client instructions whilst investment transfers and monthly fund switches). Assist, and where necessary oversee, opening of new client
role, with flexibility offered by the Company. To assist the director and financial advisors with the investment professional and have meticulous attention to detail. The person should also be naturally process orientated, with streamline processes and work efficiently. The person should be a self-starter and be able to work on and accounts on various platforms. Process and execute financial advisor and client instructions whilst investment transfers and monthly fund switches). Assist, and where necessary oversee, opening of new client