Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their well as with team members in the Region. The Assistant takes responsibility for overseeing the administrative 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
Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their well as with team members in the Region. The Assistant takes responsibility for overseeing the administrative 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
closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records assessment on Paraplanner readiness) 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
monthly and annual interviews. Application Target Assist students with the online application process during
monthly and annual interviews. Application Target Assist students with the online application process during