Financial Planning Partner(s) in providing the required levels of client services to our clients. The Services Implementation of the client services experience, as defined by the Head of Operations. Take full clients, ensuring the efficient delivery of client requirements on behalf of the Financial Planning Partner(s) medicals for clients where required and follow up on outstanding requirements to ensure new business transactions (Excel, Word, Outlook essential); SharePoint Experience with XPlan Good verbal and written communications
Financial Planning Partner(s) in providing the required levels of client services to our clients. The Services Implementation of the client services experience, as defined by the Head of Operations. Take full clients, ensuring the efficient delivery of client requirements on behalf of the Financial Planning Partner(s) medicals for clients where required and follow up on outstanding requirements to ensure new business transactions (Excel, Word, Outlook essential); SharePoint Experience with XPlan Good verbal and written communications