as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities procurement of new business Expand sales of products and services with existing customers Work mainly on own leads
as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities procurement of new business Expand sales of products and services with existing customers Work mainly on own leads
as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities procurement of new business Expand sales of products and services with existing customers Work mainly on own leads
looking for a PA / Admin Assistant with financial services / investment experience. Immediate start and own faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Preparation Completing the applications and submitting to the service provider Sending out confirmation letters for Gap Advise Record (CAR) and present to the Financial Advisor for overview and signature Draft After Appointment Reporting and Welcome packs for clients and Financial Advisor Sending correspondence to clients who are not compliant
looking for a PA / Admin Assistant with financial services / investment experience. Immediate start and own faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Preparation Completing the applications and submitting to the service provider Sending out confirmation letters for Gap Advise Record (CAR) and present to the Financial Advisor for overview and signature Draft After Appointment Reporting and Welcome packs for clients and Financial Advisor Sending correspondence to clients who are not compliant
a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation Present and sell suitable financial products and services f you can answer “YES” to the following simple a passion for people? Would others say you are service-orientated? Do you have high energy levels? Enjoy
a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation Present and sell suitable financial products and services f you can answer “YES” to the following simple a passion for people? Would others say you are service-orientated? Do you have high energy levels? Enjoy
risks. In addition, to assist the Clinical Care Coordination Senior Manager with client specific projects clinical risks relating to contracted services, and coordinate an appropriate response or action plan managed care, health risk and clinical customer service Qualifications: 3 or 4 years Medical degree/qualification
we are looking for. Join a team of successful advisors within our organisation and receive leading industry Excellent networking and communication skills Service-oriented and customer centric Analytical thinker
scheduling General administration Manage and coordinate all office functions and processes Report directly