nationally. The candidate will be a member of the CRM management team. Responsibilities: Align and build capabilities
Purpose of role: Financial Planning Partner Assistant The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office a
Purpose of role: Financial Planning Partner Assistant The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office a