Building rapport with our customers and getting to know their needs. A solid background in targeted sales or customer service.
Handling a caseload of wills and probates, lasting powers of attorney, administration of trusts and estates, COP matters and more.
Working within a really friendly team this role will involve all aspects of SSAS / SIPP scheme administration including: " Using HMRC and TPR online services.
1-2 years qualified, 2-4 years qualified, 4-6 years qualified, Newly Qualified. Your role will require you to master a wide range of property dealings including
Reporting into the VP Portfolio Management, the Portfolio Analyst will be supporting the preparation and validation of quarterly market and financial