financial/Investment/Retirement plan and documents and/or risk management documents, in-line with the strategy as proposal documents and application documents. Prepare statement/record of advice documentation as required Preparing investment applications, transfers, and documents for client meetings Prepare investment proposals finalising and collating compliance and advice documents. Risk / insurance (long-term insurance): Review appropriate recommendation for a client in an advice document. Product comparisons, insurance analysis, quoting
financial/Investment/Retirement plan and documents and/or risk management documents, in-line with the strategy as proposal documents and application documents. Prepare statement/record of advice documentation as required Preparing investment applications, transfers, and documents for client meetings Prepare investment proposals finalising and collating compliance and advice documents. Risk / insurance (long-term insurance): Review appropriate recommendation for a client in an advice document. Product comparisons, insurance analysis, quoting
implementation of administrative processes and controls in the Financial Planning practice(s) (including discovery and fact find) and preparation of documentation for engagement between Financial Planning Partner client onboard process. Checking of transition documentation to ensure completeness and accuracy in alignment relevant PPs. Capture and checking of new business documentation to ensure completeness and accuracy in alignment business application(s), together with supporting documentation to relevant PPs. Monitoring the underwriting
partner's practice. Prepare comprehensive advice documents (proposals, comparisons, and quotation) for presentation
partner's practice. Prepare comprehensive advice documents (proposals, comparisons, and quotation) for presentation
room and communal area maintenance. Stock source, control and purchasing. Storeroom management Planning,