(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
Proficiency in accounting software (SAGE, Xero, etc.). Strong attention to detail and accuracy. Excellent
Proficiency in accounting software (SAGE, Xero, etc.). Strong attention to detail and accuracy. Excellent
(AFS, Minutes, Certificates, Management letters, etc.). Auditing, independent review and compilation of
(AFS, Minutes, Certificates, Management letters, etc.). Auditing, independent review and compilation of