Purpose of role: The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and recording on the company's internal CRM software applications (XPlan, etc.), ensuring completeness and accuracy completeness and data field labeling in all applications and tools. Responsible for full data update 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
following: • Plan, assign & review staff work • Support month end & year end close process • Compile with budgeting process • Staff supervision and support • Payroll processing • Recon of GL accounts • Expense
ICT Technician, you will be responsible for the support and maintenance of company software systems currently /p>
reputation and business interests. Promote and support the business objectives of the company. Coordinate domestically and internationally as needed to support project requirements. Requirements: Proven experience
per month whilst in training for first 3 months Support with industry related qualifications Access to at no cost Full access to a range of specialist support staff Development and career progression Opportunity
per month whilst in training for first 3 months Support with industry related qualifications Access to at no cost Full access to a range of specialist support staff Development and career progression Opportunity
Sales Administrator is responsible for providing support to the sales team by handling administrative tasks inter-department workflow satisfaction. · Sales Support: Assist the sales team with the preparation of
Sales Administrator is responsible for providing support to the sales team by handling administrative tasks inter-department workflow satisfaction. · Sales Support: Assist the sales team with the preparation of
training in the industry, mentorship and on-going support to build your own business practise as a Financial
achieving set sales targets Passive income creation Support This is undoubtedly one of the most exciting financial