Fareham, England, United Kingdom Hybrid / WFH Options
HSBC
for all personal and trust investment portfolios work is completed within Trust Services Service Level Agreements projects with key regulatory changes in producing ManagementInformation (MI) Knowledge and Experience: knowledge of wealth/trust products knowledge in such systems as WGHSS, GHSS HUB, IMS, Phoenix, TLM more »
Fareham, Hampshire, South East, United Kingdom Hybrid / WFH Options
OnlyFE
all programmes. Plan and direct individual and team workloads/caseloads in line with business goals and KPIs. Support the Director to develop managementinformation and reporting structures for board, management and Fareport advisory board. Ensure processes for engagement, enrolment and progress tracking are … employers, learners, contracting authority representatives, and Fareport colleagues. We are looking for someone with: At least five years experience of working in a management role (essential). Experience in planning and or delivering training programmes. You will have: Well-developed communication skills- spoken, written and media based. Well … developed Team Leading skills. Strong strategic planning, stakeholder management, and collaboration skills. Excellent organisational and time management skills. Working knowledge/understanding of key quality Assurance principles and practice in a regulated environment. Ability to work independently and take initiative. Competent in the use of MS more »
Fareham, Hampshire, South East, United Kingdom Hybrid / WFH Options
Brook Street UK
support, including the production of cash flow models and suitability reports. Reporting to a Paraplanning Team Leader, your responsibilities will include: Analysing client information and existing investments/policies Conducting tax calculations and recommending appropriate solutions Writing suitability reports for clients of varying complexity Running cash flow models more »