organized and comfortable dealing with financial data. This individual will be responsible for overseeing to finance. They should be excellent at recording data and have an ability to product clear financial reports
cases and 10 signed intermediary every month. Capture the clients' details on Atwork and Smart Advice
cases and 10 signed intermediary every month. Capture the clients' details on Atwork and Smart Advice
fund. You will be expected to ensure all payroll data is completed timeously and that all relevant paperwork
activities, IFA training, support on case management, CRM data management, and supporting on pitch development
Supporting IBCs at events and networking with IFAs and data collection and follow up.
Assist IBCs with
/>Duties and Responsibilities:
support to the recruitment team as needed, including data entry and report generation.
communication skills Duties and Responsibilities: Data analytics of information received from clients CRM
communication skills Duties and Responsibilities: Data analytics of information received from clients CRM
for new components and suppliers.