services experience, as defined by the Head of Operations. Take full responsibility for the implementation culture and principles of Treating Customer Fairly. Operations Collation of all clients related information fees due to the Financial Planning Partner. Operational support for Portfolio Managers and CRMs Assistants brochures, client folders etc. to the Partnership Operations Manager timeously to avoid running out of stock
services experience, as defined by the Head of Operations.
services experience, as defined by the Head of Operations. Take full responsibility for the implementation culture and principles of Treating Customer Fairly. Operations Collation of all clients related information fees due to the Financial Planning Partner. Operational support for Portfolio Managers and CRMs Assistants brochures, client folders etc. to the Partnership Operations Manager timeously to avoid running out of stock
proposition to clients.
reporting policies and procedures; Knowledge of operating systems; Wage payments, submission of employment
reporting policies and procedures; Knowledge of operating systems; Wage payments, submission of employment
planning process and proposition to clients. Operational support for Portfolio Managers and Client Relationship Request assistance and guidance from the Partner Operations Manager or Business Development Manager where
where necessary to ensure efficient financial operations Minimum Requirements:- Bachelors Degree in Accounting
where necessary to ensure efficient financial operations Minimum Requirements:- Bachelors Degree in Accounting