client information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare Attendance and note taking in client meetings with planners; Accurately finalising and collating compliance Required to provide assistance to all Financial Planners and senior management with any general office
client information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare Attendance and note taking in client meetings with planners; Accurately finalising and collating compliance Required to provide assistance to all Financial Planners and senior management with any general office
continuously providing feedback to staff. Reviewing trainees PSR/TSR's and assisting in the assessment process
queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped to