(including all transactions, queries, reporting etc.). Liaison between Financial Planner Partner and the solution - liaison with the IT support desk etc. NAV and KPIs Full awareness and understanding of booking venues, RSVP management, event management etc. Assisting Financial Planning Partners at client material etc. Submit orders for stationery, business cards, marketing brochures, client folders etc. to the
(including all transactions, queries, reporting etc.). Liaison between Financial Planner Partner and the solution - liaison with the IT support desk etc. NAV and KPIs Full awareness and understanding of booking venues, RSVP management, event management etc. Assisting Financial Planning Partners at client material etc. Submit orders for stationery, business cards, marketing brochures, client folders etc. to the
company's internal CRM software applications (XPlan, etc.), ensuring completeness and accuracy of the data ways to capture data information (capturing sheets, etc.). Produce clients' comprehensive wealth position
experience as a Broker Consultant / Life Insurance Agent, etc. Ability to function at a strategic level whilst