seeking the services of an experienced Advisory Assistant. This role will suit a candidate who has thorough
seeking the services of an experienced Advisory Assistant. This role will suit a candidate who has thorough
closely with the Financial Planner and Personal Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planner in the financial planning process Key Performance Indicators score on NAV Request assistance and guidance from the Partner Operations Manager
closely with the Financial Planner and Personal Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planner in the financial planning process Key Performance Indicators score on NAV Request assistance and guidance from the Partner Operations Manager
proficient professionals committed to helping you succeed and establish a successful and professional career Opportunity to establish yourself as a financial professional and build your own practice under the Liberty
needs analysis Relationship building Build a professional practice under the Liberty brand Provide solutions and sales). You will receive training from professional Trainers as well as your Manager and will therefore
needs analysis Relationship building Build a professional practice under the Liberty brand Provide solutions and sales). You will receive training from professional Trainers as well as your Manager and will therefore
administrative support, coordinating company travel, and assisting with marketing and sales administration activities Experience: Previous experience in a personal assistant or office administrative position. Proficiency
administrative support, coordinating company travel, and assisting with marketing and sales administration activities Experience: Previous experience in a personal assistant or office administrative position. Proficiency
fields. Regret that we are unable to provide assistance for any fields outside of this scope. Fields link: Advert is not tied to Kontak Recruitment. We assist in the employment process ONLY. Applicant Responsibility: