Track Record Highlights

  • Implemented a new Fees and Charges system to adhere to FCA regulatory change for a wrap platform.
  • Managed a project to implement HMRC taxation changes introduced on Fund Manager Rebates when working in investment administration.
  • Designed and implemented a training and competency scheme to identify objectives, development needs, continuous professional development and training requirements.

Sector Experience

  • banking-financial-services

What's next?

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