principles is required. Document Control Meeting Coordination Communication Management Data Analysis &
responsibility for overseeing the administrative, operations and client services support to the Financial services experience, as defined by the Head of Operations. Take full responsibility for the implementation culture and principles of Treating Customer Fairly. Operations Collation of all clients related information commissions / fees due to the Financial Planner. Operational support for Portfolio Managers and CRMs Assistants client events in conjunction with the events coordinator i.e. booking venues, RSVP management, event management
responsibility for overseeing the administrative, operations and client services support to the Financial services experience, as defined by the Head of Operations. Take full responsibility for the implementation culture and principles of Treating Customer Fairly. Operations Collation of all clients related information commissions / fees due to the Financial Planner. Operational support for Portfolio Managers and CRMs Assistants client events in conjunction with the events coordinator i.e. booking venues, RSVP management, event management
organisational skills; Excellent planning & coordination skills; Strong communication skills; Good analytical
organisational skills; Excellent planning & coordination skills; Strong communication skills; Good analytical
implement policy and practice associated with operational plans Provide regular and effective advanced
electronic and hardcopy filing system Answers and operates telephones Assists with the drafting of presentations
electronic and hardcopy filing system Answers and operates telephones Assists with the drafting of presentations
implement policy and practice associated with operational plans Provide regular and effective advanced
MANAGEMENT INDUSTRY IS ESSENTIAL Responsible for the operations of the H4 Collective Investment Scheme portfolios