potential leads, initiate contact through email, phone calls and social media Pipeline Management: Manage leads
clients through various channels, including phone calls, emails, and in-person meetings.
incumbent in this position will carry out various administration, customer services and othermanagement related managers and stock controllers, assisting with administrative tasks and coordination. • Fleet controller:
clients through various channels, including phone calls, emails, and in-person meetings. Conduct test drives
queries appropriately
Diary management
Administration support
Time and priority management
additional needs or concerns. Administrative Tasks: Performing various administrative duties, such as maintaining
analysing information, and overseeing the administration of the financial planning practice, including financial planning recommendations Oversee the administration of a financial planning practice, including
analysing information, and overseeing the administration of the financial planning practice, including financial planning recommendations Oversee the administration of a financial planning practice, including
analysing information, and overseeing the administration of the financial planning practice, including financial planning recommendations Oversee the administration of a financial planning practice, including