(including all transactions, queries, reporting etc.). Liaison between Financial Planner Partner and product providers acceptance of new business transactions. Arranging medicals for clients where required and follow up on outstanding Planning Partner and facilitate the solution - liaison with the IT support desk etc. NAV and KPIs: Full
team in providing high levels of support to the regions. The incumbent takes responsibility for the central queries and internal queries received from the regions. Request and submit invoices and month end statements
team in providing high levels of support to the regions. The incumbent takes responsibility for the central queries and internal queries received from the regions. Request and submit invoices and month end statements
Management of compliance functions within the various regions of the business, where applicable, and external
Management of compliance functions within the various regions of the business, where applicable, and external