external platforms; Have a strong existing network of IFA's, Fund of Funds, Private Wealth, and Tied Agency Agency brokers; Build strong relationships amongst IFA's, Fund of Funds, Private Wealth, and Tied Agency brokers portfolios and unit trust funds; A strong network of IFA's, Fund of Funds, Private Wealth, and Tied Brokers; innovation, delivery, and performance; Desired Skills: IFA Fund of Funds Private Wealth Desired Work Experience:
instructions, reporting and attending to escalated Manco, IFA and client queries
instructions, reporting and attending to escalated Manco, IFA and client queries Knowledge of systems such as Xero/ distributions Excel reports System reports to Manco’s /IFAs Escalation of telephonic queries Escalation of email to day tasks/adhoc projects Interact with clients/IFAs/Manco’s to confirm/assist with client investments/resolve
instructions, reporting and attending to escalated Manco, IFA and client queries Knowledge of systems such as Xero/ distributions Excel reports System reports to Manco’s /IFAs Escalation of telephonic queries Escalation of email to day tasks/adhoc projects Interact with clients/IFAs/Manco’s to confirm/assist with client investments/resolve
instructions, reporting and attending to escalated Manco, IFA and client queries Knowledge of systems such as Xero/ distributions Excel reports System reports to Manco’s /IFAs Escalation of telephonic queries Escalation of email to day tasks/adhoc projects Interact with clients/IFAs/Manco’s to confirm/assist with client investments/resolve
assist experienced Independent Financial Advisers (IFA). The main objective is build and grow previously
of Financial Services Industry Experience 5 Years IFA of Portfolio Management Experience 5 Experience in
of Financial Services Industry Experience5 Years IFA of Portfolio Management Experience5 Experience in
meaning need to prospect directly/Indirect through IFA’s). Develop engagement strategies with all new clients
sessions to Financial Advisors, Broker Consultants, IFA's and any other necessary sales and distribution roles