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Operations Assistant
In his job, Charlie focuses on creating and managing data that supports our advice teams, providing them with insights they need to work effectively. He also offers on the job support and troubleshoots any system issues that come up to keep everything running smoothly.
Charlie enjoys staying active and, as a semi-professional footballer, most of his weekend is filled up by the sport. Off the field, he enjoys the challenges of golf, the thrill of surfing, and the creativity of building projects. Whether it’s perfecting his swing, catching a wave, or crafting something new, he’s all about pushing his limits and having a good time doing it.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
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The Aspire Partnership LLP is authorised and regulated by the Financial Conduct Authority – Ref. No. 518833.
Registered in England. Limited Liability Partnership No. OC351804.
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk