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
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 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 initiatives to the Pricing Manager and Director of Commercial Operations. Relevant Financial Degree/Diploma
new business. Minimum Requirements: Short Term Insurance Certificate RE Completed 5 Years Marine Underwriting
new business. Minimum Requirements: Short Term Insurance Certificate RE Completed 5 Years Marine Underwriting
new business. Minimum Requirements: Short Term Insurance Certificate RE Completed 2 Years Marine Underwriting
new business. Minimum Requirements: Short Term Insurance Certificate RE Completed 2 Years Marine Underwriting
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