This role is based within the Retail Operations division, responsible for processing transactions and supporting clients and independent financial advisers. The primary objective is to uphold the company’s high service standards by fostering strong client relationships and delivering exceptional service. You will ensure efficient processing of all investment-related transactions and maintain accurate record-keeping. Reporting to a team leader, this role requires a balance of teamwork and independent problem-solving. […]
Accurately process all incoming or pending investment instructions, including...