Joseph Scott-Soane

Senior Client Executive at Arlingclose Limited
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Contact Information
us****@****om
(386) 825-5501
Location
UK

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Credentials

  • Securities Investment Advisor
    The Chartered Institute for Securities & Investment (The CISI)
    Dec, 2021
    - Nov, 2024

Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Senior Client Executive
      • Jul 2022 - Present

    • Client Executive
      • 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.

    • United Kingdom
    • Staffing and Recruiting
    • 1 - 100 Employee
    • Finance Assistant
      • 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

Education

  • The Chartered Institute for Securities & Investment (The CISI)
    Capital Markets Programme, Level III
    2021 - 2021
  • Bournemouth University
    Economics, Economics
    2016 - 2019
  • The Chartered Institute for Securities & Investment (The CISI)
    Capital Markets Programme

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