Senior Paraplanner - Cheltenham
or Iress What's on Offer Competitive salary and benefits package Hybrid working arrangement - 3 days in the office - 2...
or Iress What's on Offer Competitive salary and benefits package Hybrid working arrangement - 3 days in the office - 2...
such as Financial Express Analytics and Iress The Exchange Desirable Chartered status or working towards Chartered Minimum of three...
from initial submission through to completion. – Accurately inputting and maintaining client data using internal systems (IRESS...
. This will cover the use of Pulse, IMAGO, Iress and other financial planning software. Request and obtain application forms... and Iress. This is an excellent opportunity to go to the next level, excellent salary and bonus on offer for the...
See yourself being part of a large, transformational change? This could be the role for you! At Iress, we make things..., investment managers, traders and brokers. Iress is one of Australia’s largest technology companies and employs more than...
UK adviser CRMs, and is the strategic AI partner of Iress Xplan. Through deep, bidirectional integrations, PlannerPal... strategic AI partner to Iress Xplan, a Microsoft Technology Partner, and deeply embedded within the adviser tech ecosystem...
of research tools (Financial Express Analytics, Iress The Exchange) Proficient IT skills in core Microsoft Office systems...
/OMS software vendors (e.g., Fidessa, Iress, Eze Realtick etc.) Consistently demonstrates clear and concise written...
suite Desirable Attributes Experience of using Iress XPLAN and provider platforms Previous experience of working...