To assist the Financial Planning team and Investment Managers in all aspects of client work.
Prepare and implement advice for clients including preparing draft suitability reports, statements of ongoing suitability and annual wealth management reports.
- Hybrid flexible working policy
- Great Investment Management company to work for
The successful candidate will be working in conjunction with our internal partners including Client Services, Advisors, Operations, Client Operations, Technology, Product, Business Management, Legal, Risk and Compliance.
The projects team executes various Programs that provide solutions to optimise business flows, bring efficiencies, enhance controls and keep our platform compliant with regulations applicable to our legal entities and branches.
- wealth management
- project management