client information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare Attendance and note taking in client meetings with planners; Accurately finalising and collating compliance Required to provide assistance to all Financial Planners and senior management with any general office
client information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare Attendance and note taking in client meetings with planners; Accurately finalising and collating compliance Required to provide assistance to all Financial Planners and senior management with any general office
receiving load instructions from the Logistics Planners.
Your areas of responsibi
coordinate any non-conformance with the Logistics Planners.
needs, you'll work closely with the Financial Planners to ensure clients receive top-notch service and on track to complete their Certified Financial Planner® designation will be given preference. Additionally
needs, you'll work closely with the Financial Planners to ensure clients receive top-notch service and on track to complete their Certified Financial Planner® designation will be given preference. Additionally
stock that is at risk of becoming obsolete for Planners in production runs on weekly basis
and offer free access to dieticians, financial planners, and psychologists, as part of their employee
potential medical customers Completion of weekly planner and activity report for submission to direct manager
potential medical customers Completion of weekly planner and activity report for submission to direct manager
medical customers