as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities procurement of new business Expand sales of products and services with existing customers Work mainly on own leads
A well-established accounting practice based in Westville requires an accountant to join their team. monthly bookkeeping up to trial balance, management accounts and payroll for clients. Responsible for monthly basis. Perform high-level accounting duties. Preparing accounting work relating to compilations of Preparation and Review of management accounts. Writing up of more complex accounting records of clients. Review before partner review, where applicable. Ad hoc accounting and tax work Maintain excellent client relationships
To manage the Hospital Benefit Management Department, provide clinical oversight and training, incorporating incorporating the philosophy of Demand Management. To identify areas of clinical risks and assist in mechanisms to assist the Clinical Care Coordination Senior Manager with client specific projects. KEY PERFORMANCE valuable input into the Scheme's managed care strategy Communicate the managed care strategy back into the potential clinical risks relating to contracted services, and coordinate an appropriate response or action
looking for a PA / Admin Assistant with financial services / investment experience. Immediate start and own own car essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Preparation Completing the applications and submitting to the service provider Sending out confirmation letters for Gap Advise Record (CAR) and present to the Financial Advisor for overview and signature Draft After Appointment
looking for a PA / Admin Assistant with financial services / investment experience. Immediate start and own own car essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Preparation Completing the applications and submitting to the service provider Sending out confirmation letters for Gap Advise Record (CAR) and present to the Financial Advisor for overview and signature Draft After Appointment
as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities procurement of new business Expand sales of products and services with existing customers Work mainly on own leads
Dynamic wealth management company based in Westville requires a suitably experienced and qualified paraplanner paraplanner to assist with all wealth management planning and advice related activities on an initial
as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities procurement of new business Expand sales of products and services with existing customers Work mainly on own leads
a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation Present and sell suitable financial products and services f you can answer “YES” to the following simple a passion for people? Would others say you are service-orientated? Do you have high energy levels? Enjoy
a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation Present and sell suitable financial products and services f you can answer “YES” to the following simple a passion for people? Would others say you are service-orientated? Do you have high energy levels? Enjoy