The role encompasses amongst other taking Citadel's service and product offering to market and engaging with prospective and existing clients. Building trusting relationships with new and prospective clients • Ensure constant business development - attract new business, leads and top ups from exis
coaching and mentorship to any trainee and junior planner. Support training and adoption of new ways
coaching and mentorship to any trainee and junior planner. Support training and adoption of new ways
Our Client is looking for a Wealth Administrative Assistant, you will play a crucial role in supporting the efficient operation of our financial planning and investment services.
Job Title: Wealth Administrative Assistant
Location: Ca