Establish and maintain relationships with fund houses, ETF providers, relevant financial counterparties, as well as internal main stakeholders such as Investors…
Developing relationships with clients, arranging meetings and managing Planner diaries. Recording, updating and managing all client details in our internal…
We are recruiting for two Project Workers to organise our sessions, facilitate our broader work, and provide support and advocacy to clients.
Excellent written and oral communication as well as effective presentation skills. This role requires customer interaction at multiple disciplines and levels,…