11/03/2024 | Fulltime | Enderby | CV-Library | £25,000 - £30,000 / Year To process transfers over to our investment services, as per recommendations provided by our Suitability Team. 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
Save for laterRegister your CV11/03/2024 | Fulltime | Enderby | CV-Library | £25,000 - £30,000 / Year To process transfers over to our investment services, as per recommendations provided by our Suitability Team. 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
Save for laterRegister your CV28/02/2024 | Fulltime | Enderby | CV-Library | £24,000 - £30,000 / Year With previous Investments experience to join their team. Role Overview To be the in-house contact for the client, providing a quality administration service in respect of a portfolio of Investment clients (which would include individuals, Self-Invested Pension Schemes (SIPP and SSAS), Companies, Trusts
Save for laterRegister your CV