companies. The role is about championing our valued customers to achieve their lifetime goals by identifying as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities business Expand sales of products and services with existing customers Work mainly on own leads
companies. The role is about championing our valued customers to achieve their lifetime goals by identifying as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities business Expand sales of products and services with existing customers Work mainly on own leads
companies. The role is about championing our valued customers to achieve their lifetime goals by identifying as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities 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 insurance, investments and retirement products) Customize financial plans according to clients changing 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 insurance, investments and retirement products) Customize financial plans according to clients changing 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
international branch. We are looking for an experienced, vibrant self-motivated Debtors/Admin Assistant to join
we are looking for. Join a team of successful advisors within our organisation and receive leading industry and develop clientele by networking to find new customers and generate lists of prospective clients Participate networking and communication skills Service-oriented and customer centric Analytical thinker Strong business
potential clinical risks relating to contracted services, and coordinate an appropriate response or action Requirements Attributes Influence: Engage with Customers and colleagues to advance the organisation's welfare Entrepreneurship: Take chances to continuously improve our Customer's experiences Driving operational efficiencies decisions based on what's right for the company and Customers Owning operational decisions and knowing oneself Skills Problem Solving Computer Technology Skills Customer Focus Communication Skills Experience: 5 - 8 years