Our client in the Financial Services industry is currently looking to employ Financial Planning Partner in the financial services industry required. Relevant tertiary education or courses. Financial Services administrative processes and controls in the Financial Planning practice(s) (including all transactions transactions, queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped delivery of client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and
Our client in the Financial Services industry is currently looking to employ Financial Planning Partner in the financial services industry required. Relevant tertiary education or courses. Financial Services administrative processes and controls in the Financial Planning practice(s) (including all transactions transactions, queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped delivery of client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and