processing, distributed to the Financial Planning Partners. The incumbent plays a critical role in the day-to-day organization, interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst Planning Partners) and internal queries received from the regions i.e. Financial Planning Partners etc. Request commission in suspense for Financial Planning Partners who have left the company Preparation of month Portfolio Managers Engagement with Financial Planning Partners and their Assistants Interaction with individuals
processing, distributed to the Financial Planning Partners. The incumbent plays a critical role in the day-to-day organization, interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst Planning Partners) and internal queries received from the regions i.e. Financial Planning Partners etc. Request commission in suspense for Financial Planning Partners who have left the company Preparation of month Portfolio Managers Engagement with Financial Planning Partners and their Assistants Interaction with individuals
leads/potential clients using internal processes and partner websites • Organising leads on a spreadsheet and
leads/potential clients using internal processes and partner websites • Organising leads on a spreadsheet and
various stakeholders in the tax field including partners from various countries; Attend client meetings