Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors interaction with well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL portfolios portfolios are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client; In house servicing – and complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact
movements and ensure that bespoke service offers are commercially competitive against its core competition to sales management, bid management, operational, legal and finance to ensure that targeted gross margins initiatives to the Pricing Manager and Director of Commercial Operations. Bachelor's Degree. CPA, CIMA or ACCA
movements and ensure that bespoke service offers are commercially competitive against its core competition to sales management, bid management, operational, legal and finance to ensure that targeted gross margins initiatives to the Pricing Manager and Director of Commercial Operations. Relevant Financial Degree/Diploma
Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors interaction with well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL portfolios portfolios are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client; In house servicing – and complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact
doing the full QS function on Residential and Commercial Projects Excellent Excel skills Ability to work
doing the full QS function on Residential and Commercial Projects Excellent Excel skills Ability to work
doing the full QS function on Residential and Commercial Projects. Excellent Excel skills. Ability to
doing the full QS function on Residential and Commercial Projects. Excellent Excel skills. Ability to
knowledge (Health isle and OTC) SAPC and relevant legal knowledge Customer service orientated Team Player
knowledge (Health isle and OTC) SAPC and relevant legal knowledge Customer service orientated Team Player