Bangalore, India Develop and execute a comprehensive plan for setting up the new office in Bangalore, India Oversee the logistical aspects, including office space selection, IT infrastructure setup, and other facilities of the local team Facilitate career development plans for employees, ensuring continuous growth and engagement for employees Implement performance improvement plans and recognize and reward high-performing individuals
India
Develop and execute a comprehensive plan for setting up the new office in Bangalore, India
Oversee the logistical aspects, including office space selection, IT infrastructure setup, and other facilities
Facilitate career development plans for employees, ensuring continuous growth and engagement
Implement performance improvement plans and recognize and reward high-performing individuals
be doing it You'll be joining a small financial planning brokerage, they are well-established and thriving thriving. They provide customised financial planning services to their clients. You'll be office based daily gained at least 2 years of experience in financial planning doing all the relevant administration and support Matric and a qualification/diploma in financial planning is highly advantageous. You also need to have Work/Workpool/XPlan or Elite Wealth's financial planning software. Experience working with at least 2 of
be doing it You'll be joining a small financial planning brokerage, they are well-established and thriving thriving. They provide customised financial planning services to their clients. You'll be office based daily gained at least 2 years of experience in financial planning doing all the relevant administration and support Matric and a qualification/diploma in financial planning is highly advantageous. You also need to have Work/Workpool/XPlan or Elite Wealth's financial planning software. Experience working with at least 2 of
your foundation in terms of studying financial planning and you're ready to put this knowledge to practice meticulous person with a passion for financial planning and client service. You enjoy being in a supportive Financial Advisors with comprehensive financial planning, investment strategies, and retirement proposals firm dedicated to providing exceptional financial planning solutions to its diverse clientele. They foster financial planning. A proactive approach to problem-solving, proficiency in financial planning software
your foundation in terms of studying financial planning and you're ready to put this knowledge to practice meticulous person with a passion for financial planning and client service. You enjoy being in a supportive Financial Advisors with comprehensive financial planning, investment strategies, and retirement proposals firm dedicated to providing exceptional financial planning solutions to its diverse clientele. They foster financial planning. A proactive approach to problem-solving, proficiency in financial planning software
terms. Analyzing Insurance Plans : You would analyze various insurance plans available in the market to procedures, and documentation requirements. Strategic Planning : Working with senior management to develop strategic
terms. Analyzing Insurance Plans : You would analyze various insurance plans available in the market to procedures, and documentation requirements. Strategic Planning : Working with senior management to develop strategic
the key figures within the area of responsibility Plan the short-term financial requirements; maintain management programs; participate in the financial planning process, manage and supervise the receipt, custody
responsible for implementing the project investment plans, analysing data to measure program effectiveness to play a crucial role in ensuring the smooth planning, execution, monitoring, and completion of projects Support the development of comprehensive project plans, including objectives, scope, deliverables and timelines