financially sound and secure amidst unexpected events in an ever changing world. Provide financial planning
financially sound and secure amidst unexpected events in an ever changing world. Provide financial planning
and internal relationships • Initiate prospecting events to support business inflows by building quality
and internal relationships • Initiate prospecting events to support business inflows by building quality
financially sound and secure amidst unexpected events in an ever changing world. WHAT DOES A FINANCIAL
financially sound and secure amidst unexpected events in an ever changing world. WHAT DOES A FINANCIAL
financially sound and secure amidst unexpected events in an ever changing world. WHAT DOES A FINANCIAL
client events in conjunction with the events coordinator i.e. booking venues, RSVP management, event management Assisting Financial Planning Partners at client events. Function as a primary point of contact for clients
month end creditors file for payment. Assist with events when required Recon account and sort out the queries
other correspondence Coordinate engagements and events, keeping of notes, scheduling of meetings, booking