Advisors & Wealth Managers as part of new business. Excellent MS Office skills, especially excel information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare financial
Client and Contractors. Development and maintenance of safety files. Development of risk assessments, plans
Client and Contractors. Development and maintenance of safety files. Development of risk assessments, plans
areas of development and action plans where necessary. Ensures ongoing training and development of employees
areas of development and action plans where necessary. Ensures ongoing training and development of employees
Reference: PE002457-GL-1 Our client, a leader in their business sector, is currently looking to employ an experienced
Reference: PE002457-GL-1 Our client, a leader in their business sector, is currently looking to employ an experienced
these roles. Reports on key areas relating to business performance and produces material that aids decision
these roles. Reports on key areas relating to business performance and produces material that aids decision
with clients. Data capturing. Processing of new business (life products; local and offshore investments)