and trusted wealth manager who has been looking after their clients for over 30 years. They manage the
Are you ready to elevate your career as a Junior Paraplanner? Is this you? You're a dedicated listener with a thirst for knowledge and a client-centric approach. You thrive in a structured environment where attention to detail is paramount and you're eager to join a dynamic team. What you'll be doin
understanding of how to manage KYC/AML in emerging markets Ability to determine and provide judgement on the
insurance reporting. Managing and maintaining the sales ledger and ensuring timely payment of debtors Taking update reports on all aged debt and distribute to sales team Escalating potential bad debt accounts to management
the Insurance related exams via IISA or Milpark). Market Related
service the clients. What you'll get You'll get a market related salary and you will get to join a team
Have you started your career in investment administration and keen to get more involved in operations? Is this you? You've built a solid foundation in terms of investment admin experience or investment client service and you're ready to move into the world of investment operations. What you'll be do
partnerships and strategic alliances whilst representing the company's views effectively Advise on appropriate Zero Alliance, IPCC, NGFS, Business for Nature Represent Group Strategy: Sustainability on appropriate Interacting with various levels of management Salary: Market related Should you not hear from us within 2 weeks
financial advisory role Financial planning and sales experience Must be in possession of an RE 5 qualification
Are you ready and eager to elevate your career within the Investment industry? Is this you? You've got your investment-related degree, gained some technical admin experience and now you want to get stuck into the real technical admin that makes the investment industry tick. You are meticulous and or