Joseph Scott-Soane
Senior Client Executive at Arlingclose Limited- Claim this Profile
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Bio
Credentials
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Securities Investment Advisor
The Chartered Institute for Securities & Investment (The CISI)Dec, 2021- Nov, 2024
Experience
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Arlingclose Limited
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United Kingdom
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Financial Services
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1 - 100 Employee
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Senior Client Executive
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Jul 2022 - Present
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Client Executive
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Feb 2020 - Present
I joined Arlingclose in February 2020 and was made a permanent member of staff in March 2020. My initial responsibilities include: Assisting in maintaining client investment and debt portfolios and providing credit and investment advice. I produce and send out out financial and other updates to clients and curate daily market and economic data on the Arlingclose website.I have a key role organising client workshops, distributing publications and collating Arlingclose’s list of recommended Money Market Funds.
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Nicoll Curtin
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United Kingdom
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Staffing and Recruiting
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1 - 100 Employee
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Finance Assistant
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Aug 2019 - Jan 2020
Temporary contract work as part of the accounts team at Nicoll Curtin. My responsibilities include: - Accounts Payable – processing invoices in accounts systems, supplier payments - Accounts Receivable – credit control, cash allocations, raising sales invoices, processing timesheets - Bank Reconciliations Temporary contract work as part of the accounts team at Nicoll Curtin. My responsibilities include: - Accounts Payable – processing invoices in accounts systems, supplier payments - Accounts Receivable – credit control, cash allocations, raising sales invoices, processing timesheets - Bank Reconciliations
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Education
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The Chartered Institute for Securities & Investment (The CISI)
Capital Markets Programme, Level III -
Bournemouth University
Economics, Economics -
The Chartered Institute for Securities & Investment (The CISI)
Capital Markets Programme