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.
Job Description:
General:
people & Sage ERP knowledge Knowledge of Generally Recognized Accounting Practice (GRAP) and mSCOA
analyst not yet deemed competent to perform
analysis
ad-hoc analysis EXCO reporting Reconciliation of general ledger accounts Stock Count Key Skills and Competencies:
annual financial statements. Assist with Debtors & Creditors Management. Assist the facilities team in
and resolve queries with clients