team. The successful candidate will be pivotal in managing the company's debtors and creditors, ensuring queries with service providers and clients Manage allocated VAT and PAYE tasks Conduct daily banking activities in-house Accounting Software Maintain and update the asset register Verify vendor invoices against tariffs queries with service providers and clients Manage allocated VAT and PAYE tasks Conduct daily banking activities in-house Accounting Software Maintain and update the asset register Verify vendor invoices against tariffs
team. The successful candidate will be pivotal in managing the company’s debtors and creditors, ensuring queries with service providers and clients Manage allocated VAT and PAYE tasks Conduct daily banking activities in-house Accounting Software Maintain and update the asset register Verify vendor invoices against tariffs
servicing of all existing clients. Contacting allocated qulaified leads and closing appointments with tracking of all leads Liasion with all clients allocated to the team Making and confirming of appointments
servicing of all existing clients. Contacting allocated qulaified leads and closing appointments with tracking of all leads Liasion with all clients allocated to the team Making and confirming of appointments
private clients that form part of the Wealth Team's allocated client book. The CRO provides first class service Company's market share in the areas of Funds Under Management. These individuals build a trusting relationship and acquire new business. Key areas: Contacting allocated qualified leads and setting up and closing appointments template and daily figures. Liaison with all clients allocated to the Wealth Specialist team as per the Company then submitted to the Regional Administration Manager for final checking. Assistance in attending to
private clients that form part of the Wealth Team's allocated client book. The CRO provides first class service Company's market share in the areas of Funds Under Management. These individuals build a trusting relationship and acquire new business. Key areas: Contacting allocated qualified leads and setting up and closing appointments template and daily figures. Liaison with all clients allocated to the Wealth Specialist team as per the Company then submitted to the Regional Administration Manager for final checking. Assistance in attending to
Join a listed Asset Management business. Service a network of Independent Financial Advisors via the
Join a listed Asset Management business. Service a network of Independent Financial Advisors via the
responsibilities:
growing team Key responsibilities: Contacting allocated qualified leads and setting up and closing appointments template and daily figures Liaising with all clients allocated to the Wealth Specialist team as per company's full and then submitted to the Regional Admin Manager for final checking. Assist in attending to any