processing, distributed to the Financial Planning Partners. The incumbent plays a critical role in the day-to-day
organization, interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst
Planning Partners) and internal queries received from the regions i.e. Financial Planning Partners etc.
Partners who have left the company
Preparation of
Managers
Engagement with Financial Planning Partners and their Assistants
Interaction with individuals
processing, distributed to the Financial Planning Partners. The incumbent plays a critical role in the day-to-day organization, interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst Planning Partners) and internal queries received from the regions i.e. Financial Planning Partners etc. Request commission in suspense for Financial Planning Partners who have left the company Preparation of month Portfolio Managers Engagement with Financial Planning Partners and their Assistants Interaction with individuals
processing, distributed to the Financial Planning Partners. The incumbent plays a critical role in the day-to-day organization, interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst Planning Partners) and internal queries received from the regions i.e. Financial Planning Partners etc. Request commission in suspense for Financial Planning Partners who have left the company Preparation of month Portfolio Managers Engagement with Financial Planning Partners and their Assistants Interaction with individuals
invoicing of orders and stock control. Managing of partner stock and ensuring that they are aware of holdings knowledge Delays Communicate with Internal Customers/Partners/Dealers as and when needed to ensure proper flow to advise of costs and stock shortages. Advise Partner/Dealer is payment is required. Invoice once order correctly documented. Confirm each month with partner that they are happy and agree stock balances. Write
invoicing of orders and stock control. Managing of partner stock and ensuring that they are aware of holdings knowledge Delays Communicate with Internal Customers/Partners/Dealers as and when needed to ensure proper flow to advise of costs and stock shortages. Advise Partner/Dealer is payment is required. Invoice once order correctly documented. Confirm each month with partner that they are happy and agree stock balances. Write
training to franchise partners, annual financial reviews with franchise partners and accountants and one one on one ad-hoc meetings with franchise partners regarding income statement and balance sheets Payroll: preparation and distribution to all Franchise Partners. Loading of debit orders and refunds monthly.
activities to enhance employee morale and team cohesion Partner with business leaders to implement employee engagement improving organizational effectiveness and agility Partner with leadership to assess current processes, identify management processes and individual development plans Partner with business leaders on action plans to mitigate and development opportunities Ensure HR Business Partners are equipped to provide HR support / guidance and evaluate the effectiveness of HR Business Partner activities and adjust strategies as needed Oversee
opportunities