interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Responsibilities: process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in Engagement with Financial Planning Partners and their Assistants Interaction with individuals at the Centre on understanding of the Financial Services Industry including basic product knowledge and related commission / fee payment
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Responsibilities: process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in Engagement with Financial Planning Partners and their Assistants Interaction with individuals at the Centre on understanding of the Financial Services Industry including basic product knowledge and related commission / fee payment
the opportunity to earn commission on top of a basic salary. On a practical level, this role involves:
client is looking for a financial accountant to assist their clients in unlocking and maximising the value