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Investment Management Assistant Brewin Dolphin
Investment Management Assistant
Brewin Dolphin
London, United Kingdom
Investment Management Assistant
London, United Kingdom
March 2021 - Present
We are one of the UK's leading wealth managers. Founded in 1762, we are here to help you achieve your ambitions through expert, personalised financial planning and investment management advice. FOR INDIVIDUALS: Helping you and your family with expert financial planning and investment management. Building your wealth, protecting you and your loved ones, and planning for the future. FINANCIAL ADVISERS Partner with Brewin Dolphin and we will take the day-to-day strain of managing your clients' investments. We will focus on consistent performance. You can focus on building your client relationships and business. SOLICITORS & ACCOUNTANTS Professional services clients such as solicitors and accountants can access Brewin Dolphin’s wealth management advice both for themselves and for their private clients. You and your clients can benefit from specialist advice across a range of disciplines in law and accountancy. CHARITIES Helping charities to achieve their financial goals has been a core part of Brewin Dolphin’s business for more than 65 years.
Quantitative Analyst
November 2020 - March 2021
Retail And Licensing Administrator
July 2018 - October 2019
1 EMAIL(S)
c***@brewin.co.uk
11 PHONE NUMBER(S)
+44 0***
+44 3***
+44 2***
Investment Management Assistant
Brewin Dolphin
London, United Kingdom
c***@brewin.co.uk
+44 *** +11
Wealth Director
Brewin Dolphin
London, United Kingdom
k***@brewin.co.uk
+44 *** +11
Corporate Actions, Regulatory Reporting Team Leader
Brewin Dolphin
Durham, United Kingdom
m***@brewin.co.uk
+44 *** +11
Divisional Director
Brewin Dolphin
London, United Kingdom
e***@brewin.co.uk
+44 *** +11
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Manage everything via one platform. Your team, your clients, your leads, everything – Using just the Dashboard.