proficiency in NetSuite Experience or exposure to Salesforce reporting In-depth knowledge of UK tax laws and
and Microsoft Excel. Experience working with Salesforce Effective communication skills, both verbal and
and Microsoft Excel. Experience working with Salesforce Effective communication skills, both verbal and
graduate Diploma in Financial Planning - CFP Relevant B Com degree or CA or LLB Regulatory exam Class of Business
graduate Diploma in Financial Planning - CFP Relevant B Com degree or CA or LLB Regulatory exam Class of Business
& Administration software knowledgeable (Salesforce, Oracle, SAP, Sage Pastel)
· Ability to
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Projects
Requirements:
Requirements:
Computer literate Advanced MS Excel (advantageous) B Com: Degree (advantageous) 3 years' experience in customer