(including all transactions, queries, reporting etc.). Liaison between Financial Planner Partner and the solution - liaison with the IT support desk etc. NAV & KPIs Full awareness and understanding 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.).
(including all transactions, queries, reporting etc.). Liaison between Financial Planner Partner and the solution - liaison with the IT support desk etc. NAV & KPIs Full awareness and understanding 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