teams. This role will be involved in administrative and planning tasks, as well as ad hoc project specific
Keen to start growing in financial planning and move beyond the basic admin and support? Is this you? You've kick started your career in financial planning and the part you enjoy most if the research and analysis that happens before you can advise a client. This is your chance to focus on just that
Keen to start growing in financial planning and move beyond the basic admin and support? Is this you? You've kick started your career in financial planning and the part you enjoy most if the research and analysis that happens before you can advise a client. This is your chance to focus on just that
required - Accurate and timeously. Administration: Client Visitation Planning - Daily, weekly and monthly visitation
basics • Good administrative and communication skills KEY RESPONSIBILITIES AND TASKS • Planning, organising