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
Managed Service Provider (MSP) dedicated to delivering innovative IT solutions and exceptional service to Managed Service Provider (MSP) dedicated to delivering innovative IT solutions and exceptional service to Westville. Key Responsibilities: • Provide Tier 2 technical support for a variety of IT issues, including applications. • Troubleshoot and resolve complex technical problems both remotely and on-site. • Perform Proficiency in managing Office 365 and other cloud-based services. • Hands-on experience with backup and replication
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
skills