budgeting, forecasting, and reporting activities to support business objectives and drive profitability. The provide financial insights and recommendations to support decision-making and strategic planning. Oversee develop finance team members, providing guidance, support, and opportunities for growth and development.
budgeting, forecasting, and reporting activities to support business objectives and drive profitability. The provide financial insights and recommendations to support decision-making and strategic planning. Oversee develop finance team members, providing guidance, support, and opportunities for growth and development.
Purpose of role: The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant the compliance officer timeously. Operational support for Portfolio Managers and Client Relationship understanding of information available on NAV to support the Financial Planning Partner(s). Liaise and orientate the client base. Client management and marketing support Attend all client events with Financial Planning
their team. Minimum Requirements The role is to support 6 professionals – the workload is quite substantial
management Prepare reports for auditing purposes and support internal and external audits Perform third party
management Prepare reports for auditing purposes and support internal and external audits Perform third party
Reference: DUR002907-SN-4 Provide right-hand support to the Managing Director of a successful medium-sized
incorrect.
Liaise with sales, estimating, sales support, PC and Production on any issues arising from costing work done on jobs and liaise with sales / sales support for extra revenue.
Monitor and ensure all
activities with clients to ensure continued access and support