28/02/2024 | Fulltime | Enderby | CV-Library | £24,000 - £30,000 / Year Investment services Day to Day Portfolio Management - Maintain accurate records, processing changes using software (Intelliflo, Virtual Cabinet, Adobe, Excel) and our platform providers (Pershing, Quilter and Aviva). - Prepare Valuations and Annual Review Packs for client meetings, including performance
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