We Offer
Credit Suisse Group AG has been acquired by UBS Group AG. Credit Suisse continues its business activities as a subsidiary company of UBS Group AG, including selective hiring for experienced professionals.
UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it’s our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make
We Offer
Credit Suisse Group AG has been acquired by UBS Group AG. Credit Suisse continues its business activities as a subsidiary company of UBS Group AG, including selective hiring for experienced professionals.
UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it’s our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make
Asset Management
A career with Goldman Sachs Asset Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investme
Asset Management
A career with Goldman Sachs Asset Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investme
TRANSACTION BANKING OPERATIONS
Transaction Banking Operations is part of Transaction Banking within the Platform Solution Division, comprised of below primary functions:
TxB Operations is a growing sub-division, with regional presence in Singapore, Bengalu
TRANSACTION BANKING OPERATIONS
Transaction Banking Operations is part of Transaction Banking within the Platform Solution Division, comprised of below primary functions:
TxB Operations is a growing sub-division, with regional presence in Singapore, Bengalu
International Bank based in the heart of the city currently looking for a Transaction Business Support Officer to join them on a permanent basis. This role offers hybrid working.
Main Responsibilities & Accountabilities of Transaction Business Support Officer:
International Bank based in the heart of the city currently looking for a Transaction Business Support Officer to join them on a permanent basis. This role offers hybrid working.
Main Responsibilities & Accountabilities of Transaction Business Support Officer:
A prestigious international bank is seeking a dynamic individual to support various business areas within the bank on a range of operational issues regarding onboarding target clients, regulatory/reporting requirements and data analysis.
Your responsibilities will include:
Your experience must include:
A prestigious international bank is seeking a dynamic individual to support various business areas within the bank on a range of operational issues regarding onboarding target clients, regulatory/reporting requirements and data analysis.
Your responsibilities will include:
Your experience must include:
Our client, a tier one global bank based in London is looking for a Secondary Loans Trading Operations Middle Office Manager to join their global markets operations team.
The successful candidate will utilise their pro-active personality to manage internal and external stakeholders with their high level of understanding of industry and regulatory improvements within the loans market. As the middle office manager within the secondary loans trading operations team, you will be the point of call to maintain a robust control environment, as well as leveraging strong working relationships, front to back.
About you:
Our client, a tier one global bank based in London is looking for a Secondary Loans Trading Operations Middle Office Manager to join their global markets operations team.
The successful candidate will utilise their pro-active personality to manage internal and external stakeholders with their high level of understanding of industry and regulatory improvements within the loans market. As the middle office manager within the secondary loans trading operations team, you will be the point of call to maintain a robust control environment, as well as leveraging strong working relationships, front to back.
About you:
What we are looking for
As a leader in investment management technology solutions, Charles River continues to expand its offerings, specifically in the portfolio management /construction space. Reporting to a Product Manager, the Business Analyst will interact with clients – gathering requirements, providing documentation to detail these including workflows etc. assisting pre-sales team and providing implementation team with guidance on new features to ensure projects are on a successful path.
Why this job is important to us
The team you will be joining is a part of Charles River Development (CRD), that became a part of State Street in 2018. CRD creates enterprise investment management solutions for large institutions in the areas of institutional investment, wealth management, asset owner and alternative managers. We
What we are looking for
As a leader in investment management technology solutions, Charles River continues to expand its offerings, specifically in the portfolio management /construction space. Reporting to a Product Manager, the Business Analyst will interact with clients – gathering requirements, providing documentation to detail these including workflows etc. assisting pre-sales team and providing implementation team with guidance on new features to ensure projects are on a successful path.
Why this job is important to us
The team you will be joining is a part of Charles River Development (CRD), that became a part of State Street in 2018. CRD creates enterprise investment management solutions for large institutions in the areas of institutional investment, wealth management, asset owner and alternative managers. We
Senior Relationship Manager/Senior Corporate Banker
Commodities/Industrials
City of London
Permanent
£120,000
Do you want to be a main meber of a corpporate banking team working on stratgey, origination and portfolio mainteneance? cer Financial are working alongside an exciting international bank who are based in the City of London. They are seeking a Senior Relationship Manager to work with them on a permanent basis.
The Responsibilities of a Senior Relationship Manager Will Include:
Senior Relationship Manager/Senior Corporate Banker
Commodities/Industrials
City of London
Permanent
£120,000
Do you want to be a main meber of a corpporate banking team working on stratgey, origination and portfolio mainteneance? cer Financial are working alongside an exciting international bank who are based in the City of London. They are seeking a Senior Relationship Manager to work with them on a permanent basis.
The Responsibilities of a Senior Relationship Manager Will Include:
The Company
Our client is a highly successful and entrepreneurial Investment Management firm with exciting growth prospects.
The Role
THIS ROLE IS BASED IN THE GUILDFORD BRANCH OF THIS WEALTH MANAGEMENT FIRM.
Our client is looking for an experienced Senior Financial Planning Administrator / Wealth Planning Assistant able to provide a high level of administrative support to the Wealth Planning Team.
The Senior Financial Planning Administrator / Wealth Planning Assistant will assist the
The Company
Our client is a highly successful and entrepreneurial Investment Management firm with exciting growth prospects.
The Role
THIS ROLE IS BASED IN THE GUILDFORD BRANCH OF THIS WEALTH MANAGEMENT FIRM.
Our client is looking for an experienced Senior Financial Planning Administrator / Wealth Planning Assistant able to provide a high level of administrative support to the Wealth Planning Team.
The Senior Financial Planning Administrator / Wealth Planning Assistant will assist the
Barchester Healthcare have an opportunity for aBanking and PaymentsTeam Assistant to join our established accounts team in Inverness. This role will include processing weekly payments via BACS and cheque, ensuring payment requests are accurate, and managing queries from both suppliers and internal colleagues. This is an exciting opportunity to develop your career with an employer who will value your contribution.
NEED TO HAVE
Good working with numbers, with attention to detail/accuracy
Good telephone manner and adept at engaging with others in a busy team
NEED TO DO
Review payments in detail on a daily basis
Ensure urgent payment requests are dealt with
Ensure transactions are recorded on the general ledger
Deal with queries and remittances
REWARDS PACKAGE
As well as a competitive salary, we offer i
Barchester Healthcare have an opportunity for aBanking and PaymentsTeam Assistant to join our established accounts team in Inverness. This role will include processing weekly payments via BACS and cheque, ensuring payment requests are accurate, and managing queries from both suppliers and internal colleagues. This is an exciting opportunity to develop your career with an employer who will value your contribution.
NEED TO HAVE
Good working with numbers, with attention to detail/accuracy
Good telephone manner and adept at engaging with others in a busy team
NEED TO DO
Review payments in detail on a daily basis
Ensure urgent payment requests are dealt with
Ensure transactions are recorded on the general ledger
Deal with queries and remittances
REWARDS PACKAGE
As well as a competitive salary, we offer i
Asset and Wealth Management Division
Asset and Wealth Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and our Consumer business (Marcus by Goldman Sachs). We provide asset management, wealth management and banking expertise to consumers and institutions around the world. AWM partners with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives.
Goldman Sachs Asset Management (GSAM) is one of the world’s leading investment managers. GSAM provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies. We help our clients navigate today’s dynamic markets, and identify the opportunities that shape their portfolios and long-term i
Asset and Wealth Management Division
Asset and Wealth Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and our Consumer business (Marcus by Goldman Sachs). We provide asset management, wealth management and banking expertise to consumers and institutions around the world. AWM partners with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives.
Goldman Sachs Asset Management (GSAM) is one of the world’s leading investment managers. GSAM provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies. We help our clients navigate today’s dynamic markets, and identify the opportunities that shape their portfolios and long-term i
We pride ourselves in our resourcefulness and work on a variety of initiatives. On any given day, our work could include advising a company on a cross-border merger, structuring the initial public offering of a subsidiary, refinancing an outstanding bond and more.
As a division, our strategic objectives include:
We are seeking a Vice President/Executive Director to join the Relationship L
We pride ourselves in our resourcefulness and work on a variety of initiatives. On any given day, our work could include advising a company on a cross-border merger, structuring the initial public offering of a subsidiary, refinancing an outstanding bond and more.
As a division, our strategic objectives include:
We are seeking a Vice President/Executive Director to join the Relationship L
GLOBAL COMPLIANCE
Our division prevents, detects and mitigates compliance, regulatory and reputational risk across the firm and helps to strengthen the firm’s culture of compliance. Compliance accomplishes these through the firm’s enterprise-wide compliance risk management program. As an independent control function and part of the firm’s second line of defense, Compliance assesses the firm’s compliance, regulatory and reputational risk; monitors for compliance with new or amended laws, rules and regulations; designs and implements controls, policies, procedures and training; conducts independent testing; investigates, surveils and monitors for compliance risks and breaches; and leads the firm’s responses to regulatory examinations, audits and inquiries. You'll be part of a team with members from a wide range of academic and professional backgrounds, s
GLOBAL COMPLIANCE
Our division prevents, detects and mitigates compliance, regulatory and reputational risk across the firm and helps to strengthen the firm’s culture of compliance. Compliance accomplishes these through the firm’s enterprise-wide compliance risk management program. As an independent control function and part of the firm’s second line of defense, Compliance assesses the firm’s compliance, regulatory and reputational risk; monitors for compliance with new or amended laws, rules and regulations; designs and implements controls, policies, procedures and training; conducts independent testing; investigates, surveils and monitors for compliance risks and breaches; and leads the firm’s responses to regulatory examinations, audits and inquiries. You'll be part of a team with members from a wide range of academic and professional backgrounds, s
This is a UK based contract and as such, you are required to have the Right to Work in the UK. Evidence of your Right to Work will be checked prior to interview.
This is an exciting opportunity to use your knowledge of policy development and regulation of the financial sector to tackle climate change and loss of nature, as a member of the Sustainable Finance Unit of the Policy Solutions team in WWF, the world’s leading independent conservation organisation.
As Sustainable Finance Policy Advisor, you will help design creative policy solutions to some of the world’s most difficult and pressing challenges. Your work will influence government, central banks, regulatory authorities and the finance sector itself to respond to climate change and nature loss
This is a UK based contract and as such, you are required to have the Right to Work in the UK. Evidence of your Right to Work will be checked prior to interview.
This is an exciting opportunity to use your knowledge of policy development and regulation of the financial sector to tackle climate change and loss of nature, as a member of the Sustainable Finance Unit of the Policy Solutions team in WWF, the world’s leading independent conservation organisation.
As Sustainable Finance Policy Advisor, you will help design creative policy solutions to some of the world’s most difficult and pressing challenges. Your work will influence government, central banks, regulatory authorities and the finance sector itself to respond to climate change and nature loss
Who we are looking for
The Currency Portfolio Implementation Specialist / Trader is central to the global expansion and daily management of client hedging strategies. The Implementation Specialist (IS) analyzes and monitors client portfolio exposures in relation to the current hedge positions within funds/share classes. The IS is responsible for client implementation, trade creation (rebalancing), trade execution, and managing client relationships.
Why this role is important to us
The team you will be joining is a part of State Street Global Markets (SSGM). When owners and managers of institutional assets need research, trading, securities lending and innovative portfolio strategies, they turn to SSGM. As our investment research and trading arm, SSGM’s number one goal is to enhance and preserve our clients’ portfolio
Who we are looking for
The Currency Portfolio Implementation Specialist / Trader is central to the global expansion and daily management of client hedging strategies. The Implementation Specialist (IS) analyzes and monitors client portfolio exposures in relation to the current hedge positions within funds/share classes. The IS is responsible for client implementation, trade creation (rebalancing), trade execution, and managing client relationships.
Why this role is important to us
The team you will be joining is a part of State Street Global Markets (SSGM). When owners and managers of institutional assets need research, trading, securities lending and innovative portfolio strategies, they turn to SSGM. As our investment research and trading arm, SSGM’s number one goal is to enhance and preserve our clients’ portfolio
Would you like to be part of the team providing specialist benefit, debt and money advice that could have a real impact on people’s lives?
We are enhancing and increasing resource across this vital service, to ensure that we continue to meet the needs of our beneficiaries, expanding from three to four regional teams. We are looking for advisers to join our friendly and passionate team. As an organisation we are committed to providing a high quality and consistent service to our beneficiaries.
As a Benefits, Debt and Money Adviser, you will provide a comprehensive community-based debt advice service to beneficiaries who are experiencing difficulties, advising on their legal position and all the suitable options available through a mixture of face-to-face, telephone and email interactions.
In
Would you like to be part of the team providing specialist benefit, debt and money advice that could have a real impact on people’s lives?
We are enhancing and increasing resource across this vital service, to ensure that we continue to meet the needs of our beneficiaries, expanding from three to four regional teams. We are looking for advisers to join our friendly and passionate team. As an organisation we are committed to providing a high quality and consistent service to our beneficiaries.
As a Benefits, Debt and Money Adviser, you will provide a comprehensive community-based debt advice service to beneficiaries who are experiencing difficulties, advising on their legal position and all the suitable options available through a mixture of face-to-face, telephone and email interactions.
In
Would you like to be part of the team providing specialist benefit, debt and money advice that could have a real impact on people’s lives?
We are enhancing and increasing resource across this vital service, to ensure that we continue to meet the needs of our beneficiaries, expanding from three to four regional teams. We are looking for advisers to join our friendly and passionate team. As an organisation we are committed to providing a high quality and consistent service to our beneficiaries.
As a Benefits, Debt and Money Adviser, you will provide a comprehensive community-based debt advice service to beneficiaries who are experiencing difficulties, advising on their legal position and all the suitable options available through a mixture of face-to-face, telephone and email interactions.
In
Would you like to be part of the team providing specialist benefit, debt and money advice that could have a real impact on people’s lives?
We are enhancing and increasing resource across this vital service, to ensure that we continue to meet the needs of our beneficiaries, expanding from three to four regional teams. We are looking for advisers to join our friendly and passionate team. As an organisation we are committed to providing a high quality and consistent service to our beneficiaries.
As a Benefits, Debt and Money Adviser, you will provide a comprehensive community-based debt advice service to beneficiaries who are experiencing difficulties, advising on their legal position and all the suitable options available through a mixture of face-to-face, telephone and email interactions.
In
Would you like to be part of the team providing specialist benefit, debt and money advice that could have a real impact on people’s lives?
We are enhancing and increasing resource across this vital service, to ensure that we continue to meet the needs of our beneficiaries, expanding from three to four regional teams. We are looking for advisers to join our friendly and passionate team. As an organisation we are committed to providing a high quality and consistent service to our beneficiaries.
As a Benefits, Debt and Money Adviser, you will provide a comprehensive community-based debt advice service to beneficiaries who are experiencing difficulties, advising on their legal position and all the suitable options available through a mixture of face-to-face, telephone and email interactions.
In
Would you like to be part of the team providing specialist benefit, debt and money advice that could have a real impact on people’s lives?
We are enhancing and increasing resource across this vital service, to ensure that we continue to meet the needs of our beneficiaries, expanding from three to four regional teams. We are looking for advisers to join our friendly and passionate team. As an organisation we are committed to providing a high quality and consistent service to our beneficiaries.
As a Benefits, Debt and Money Adviser, you will provide a comprehensive community-based debt advice service to beneficiaries who are experiencing difficulties, advising on their legal position and all the suitable options available through a mixture of face-to-face, telephone and email interactions.
In
Are you a current Mortgage Adviser interested in moving into equity release advice? This employed Trainee Equity Release Adviser job in Stockton-on-Tees could be ideal for you!
Whilst training and studying to provide whole-of-market equity release advice, you will be advising clients on their residential mortgage needs. Once you have passed your qualification, you will then transition into equity release advice, offering wide range of products to suit the client’s needs.
You will be joining a respected firm who are in a position to recruit for growth purposes.
As an Equity Release Adviser, you will receive leads generated from their various marketing activities which are pre-qualified by their contact team. Leads are generated from website enquiries, digital marketing, professional introducers and referrals. You
Are you a current Mortgage Adviser interested in moving into equity release advice? This employed Trainee Equity Release Adviser job in Stockton-on-Tees could be ideal for you!
Whilst training and studying to provide whole-of-market equity release advice, you will be advising clients on their residential mortgage needs. Once you have passed your qualification, you will then transition into equity release advice, offering wide range of products to suit the client’s needs.
You will be joining a respected firm who are in a position to recruit for growth purposes.
As an Equity Release Adviser, you will receive leads generated from their various marketing activities which are pre-qualified by their contact team. Leads are generated from website enquiries, digital marketing, professional introducers and referrals. You
The role requires a competent and experienced Administrator and Manager, who can oversee and manage the Team and the day to day administration of clients, as well as having the knowledge, expertise and capability to resolve more complex issues, which will have been escalated. The role will involve supporting more junior members of the Team, co-ordinating and planning workloads for the rest of the Team, as well as overseeing projects and any ad-hoc tasks. They will also be responsible for the completion of monthly, quarterly and annual tasks, including all reporting to HMRC.
Duties and Responsibilities:
* To provide an efficient and consistent administration service to scheme members via the Team
* Ensuring high and accurate standards of work at all times by the individual and the Team
* Develop positive communication and
The role requires a competent and experienced Administrator and Manager, who can oversee and manage the Team and the day to day administration of clients, as well as having the knowledge, expertise and capability to resolve more complex issues, which will have been escalated. The role will involve supporting more junior members of the Team, co-ordinating and planning workloads for the rest of the Team, as well as overseeing projects and any ad-hoc tasks. They will also be responsible for the completion of monthly, quarterly and annual tasks, including all reporting to HMRC.
Duties and Responsibilities:
* To provide an efficient and consistent administration service to scheme members via the Team
* Ensuring high and accurate standards of work at all times by the individual and the Team
* Develop positive communication and
Our division prevents, detects and mitigates compliance, regulatory and reputational risk across the firm and helps to strengthen the firm’s culture of compliance. Compliance accomplishes these through the firm’s enterprise-wide compliance risk management program. As an independent control function and part of the firm’s second line of defense, Compliance assesses the firm’s compliance, regulatory and reputational risk; monitors for compliance with new or amended laws, rules and regulations; designs and implements controls, policies, procedures and training; conducts independent testing; investigates, surveils and monitors for compliance risks and breaches; and leads the firm’s responses to regulatory examinations, audits and inquiries. You'll be part of a team with members from a wide range of academic and professional backgrounds, such as law, ac
Our division prevents, detects and mitigates compliance, regulatory and reputational risk across the firm and helps to strengthen the firm’s culture of compliance. Compliance accomplishes these through the firm’s enterprise-wide compliance risk management program. As an independent control function and part of the firm’s second line of defense, Compliance assesses the firm’s compliance, regulatory and reputational risk; monitors for compliance with new or amended laws, rules and regulations; designs and implements controls, policies, procedures and training; conducts independent testing; investigates, surveils and monitors for compliance risks and breaches; and leads the firm’s responses to regulatory examinations, audits and inquiries. You'll be part of a team with members from a wide range of academic and professional backgrounds, such as law, ac
Financial Director - Grants and Investor Funding Specialist
£95,000 - £105,000 + Progression to CFO + Benefits
London
Have you got experience winning grant funding and/or securing investor funding? Do you have a background in financial reporting? Do you want to work for a booming sustainability company on very exciting projects? A company who invest in their staff with a great benefits package, a dedicated training budget and clear routes to Progress to CFO?
On offer is the chance to work for a cutting-edge sustainability company, that are at the forefront of modern technology and set to make a real difference across the world. Due to recent investments they are growing rapidly on a global level and have a very bright future, making this a fantastic time to get on board.
This exciting role will see you leading the fina
Financial Director - Grants and Investor Funding Specialist
£95,000 - £105,000 + Progression to CFO + Benefits
London
Have you got experience winning grant funding and/or securing investor funding? Do you have a background in financial reporting? Do you want to work for a booming sustainability company on very exciting projects? A company who invest in their staff with a great benefits package, a dedicated training budget and clear routes to Progress to CFO?
On offer is the chance to work for a cutting-edge sustainability company, that are at the forefront of modern technology and set to make a real difference across the world. Due to recent investments they are growing rapidly on a global level and have a very bright future, making this a fantastic time to get on board.
This exciting role will see you leading the fina
RISK
Our Risk division develops comprehensive processes to monitor, assess, and manage the risk of expected and unexpected events that may have an adverse impact on the firm. Risk professionals execute critical day-to-day risk management activities, lead projects, and contribute to the ongoing advancement of a robust risk management program. Effective coordination with executive management, business units, control departments and technology is critical for success.
COUNTERPARTY CREDIT RISK
Credit Risk is responsible for managing the firm's credit exposure to its trading and lending counterparties. Leveraging its extensive expertise in financial, credit and risk analysis, CR ensures that credit exposure to our counterparts is managed within the firm's risk appetite. Credit professionals work closely with many areas of the firm. Give
RISK
Our Risk division develops comprehensive processes to monitor, assess, and manage the risk of expected and unexpected events that may have an adverse impact on the firm. Risk professionals execute critical day-to-day risk management activities, lead projects, and contribute to the ongoing advancement of a robust risk management program. Effective coordination with executive management, business units, control departments and technology is critical for success.
COUNTERPARTY CREDIT RISK
Credit Risk is responsible for managing the firm's credit exposure to its trading and lending counterparties. Leveraging its extensive expertise in financial, credit and risk analysis, CR ensures that credit exposure to our counterparts is managed within the firm's risk appetite. Credit professionals work closely with many areas of the firm. Give
Paraplanner {IFA}
Goldalming
£30,000 - £40,000 + Company Benefits
Are you an IFA Administrator/Paraplanner looking to step up into a paraplanner role for a tight knit Financial Services company known for looking after their staff which will offer you support in acquiring further qualifications.
On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to financial advice. They are going through a period of organic growth and are looking for a paraplanner to bolster their team.
Your role will involve writing reports, conducting research, and general paraplanning activities. There isn't any immediate progression in the role but the business encourages promotions from within. The will also support you with gaining any exams you may wan
Paraplanner {IFA}
Goldalming
£30,000 - £40,000 + Company Benefits
Are you an IFA Administrator/Paraplanner looking to step up into a paraplanner role for a tight knit Financial Services company known for looking after their staff which will offer you support in acquiring further qualifications.
On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to financial advice. They are going through a period of organic growth and are looking for a paraplanner to bolster their team.
Your role will involve writing reports, conducting research, and general paraplanning activities. There isn't any immediate progression in the role but the business encourages promotions from within. The will also support you with gaining any exams you may wan