Process and execute financial advisor and client instructions whilst adhering to operational processes and engagement with investment houses to give effect to instructions to: open accounts, switch investments, close information as required. Validate all types of instructions processed in the platform system for quality daily and confirm and communicate all processed instructions to clients and financial advisers. Support with
Process and execute financial advisor and client instructions whilst adhering to operational processes and engagement with investment houses to give effect to instructions to: open accounts, switch investments, close information as required. Validate all types of instructions processed in the platform system for quality daily and confirm and communicate all processed instructions to clients and financial advisers. Support with
Process and execute financial advisor and client instructions whilst adhering to operational processes and engagement with investment houses to give effect to instructions to: open accounts, switch investments, close information as required. Validate all types of instructions processed in the platform system for quality daily and confirm and communicate all processed instructions to clients and financial advisers. Support with
compliance with company policies, implementing client instructions for investments and insurance, communicating
compliance with company policies, implementing client instructions for investments and insurance, communicating
bookkeeping experience. Certified Bookkeeper (CB) designation preferred but not required. Additional relevant