looking to employ a Financial Planning Partner Assistant based in East London. A wonderful career opportunity Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to ensure complete pre-population Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect and practice attributes on NAV. Marketing Support Assist with the organization of client events in conjunction venues, RSVP management, event management etc. Assisting Financial Planning Partners at client events.
looking to employ a Financial Planning Partner Assistant based in East London. A wonderful career opportunity Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to ensure complete pre-population Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect and practice attributes on NAV. Marketing Support Assist with the organization of client events in conjunction venues, RSVP management, event management etc. Assisting Financial Planning Partners at client events.
requirements: Availability at all times to assist with production requests. Assist production in resolving process process related problems. Assist with operator training where required. Communicate with production on planning
controls over financial transactions and reporting. Assist in payroll processing and ensure accurate and timely Operations/Forecourt Manager. Assist with stock control processes as and when required. Assist with administration
controls over financial transactions and reporting. Assist in payroll processing and ensure accurate and timely Operations/Forecourt Manager. Assist with stock control processes as and when required. Assist with administration
for reviews when relevant. Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning Performance Indicators score on NAV. Request assistance and guidance from the Partner Operations Manager opportunities & Asset v Revenue reports to assist the Partner and identify opportunities in the client
for reviews when relevant. Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning Performance Indicators score on NAV. Request assistance and guidance from the Partner Operations Manager opportunities & Asset v Revenue reports to assist the Partner and identify opportunities in the client
transactions on site. Assist with stock control processes as and when required. Assist the Senior Accountant
provide regular performance updates to stakeholders. Assist in the development of sales strategies, including