role, with flexibility offered by the Company. To assist the director and financial advisors with the investment investment transfers and monthly fund switches). Assist, and where necessary oversee, opening of new client annual client portfolio data submitted to clients. Assist with SA and UK regulatory and compliance requests
role, with flexibility offered by the Company. To assist the director and financial advisors with the investment investment transfers and monthly fund switches). Assist, and where necessary oversee, opening of new client annual client portfolio data submitted to clients. Assist with SA and UK regulatory and compliance requests
role, with flexibility offered by the Company. To assist the director and financial advisors with the investment investment transfers and monthly fund switches). Assist, and where necessary oversee, opening of new client annual client portfolio data submitted to clients. Assist with SA and UK regulatory and compliance requests