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 – upgrade's complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact with Diligently and Fairly; Striving to assist your broker/s in achieving and exceeding sales targets; Contacting
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 – upgrade's complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact with Diligently and Fairly; Striving to assist your broker/s in achieving and exceeding sales targets; Contacting
health advice High standards of housekeeping and merchandise display Ad hoc requirements as per operational
health advice High standards of housekeeping and merchandise display Ad hoc requirements as per operational