“financial advisor”, “independent financial advisor”, “ifa” jobs at CV Bay Ltd

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The Platform Investment Team Leader will be charged with supporting the Platform Investment Manager and to co-ordinate the Platform Investment Administration Team. You will need to ensure the Team adhere to agreed processes, procedures and timelines to the highest consistent standard. In addition, the Platform Investment Team Leader will take on elements of a Platform Investment Administrator and ...
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In this role you will be reporting to the Practice Manager, providing a market leading service in a customer focused, efficient, compliant and cost-effective environment. Experience required: Experience in a similar role within an IFA environment Knowledge of industry products Industry qualifications desirable but not essential Good written and oral communication skills Good analytical and numeric...
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