industry is currently looking to employ a Financial Planning Partner Assistant based in East London. A administrative processes and controls in the Financial Planning practice(s) (including all transactions, delivery of client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles preparation of documentation for engagement between Financial Planning Partner and client. FICA and AML capture service and maintenance support function to the Financial Planning Partner and his / her clients. Check Commission
administrative processes and controls in the Financial Planning practice(s) (including all transactions, delivery of client requirements on behalf of the Financial Planning Partner(s).
essential.
industry is currently looking to employ a Financial Planning Partner Assistant based in East London. A administrative processes and controls in the Financial Planning practice(s) (including all transactions, delivery of client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles preparation of documentation for engagement between Financial Planning Partner and client. FICA and AML capture service and maintenance support function to the Financial Planning Partner and his / her clients. Check Commission
education or courses essential. Exposure to financial planning is essential. Understanding of FAIS and FICA data in the various advice tools and CRM's. Financial Planning preparation and Client Reviews: XPlan Wealth Integrated Wealth Plans (IWP) to a level where the Financial Planning Partner or Business Development Manager can Consultant to assist your Financial Planning Partner in the financial planning process and proposition Managers: Align with the Financial Planning Partner to ensure that the financial plan is integrated with the
Description Our client is looking for an experienced Junior / Management Accountant to analyse financial information and assist with implementing effective strategies to enhance the property portfolios overall business performance. Position based in East London. The successful candidate will have ac
Description Our client is looking for an experienced Junior / Management Accountant to analyse financial information and assist with implementing effective strategies to enhance the property portfolios overall business performance. Position based in East London. The successful candidate will have ac
Financial and People Management