clients as stipulated in the client management plan. (Auto communication registration and health keeping). relationships. Office Management: Support the general office management including reception, facilities
Office skills, especially excel. Pro-active in general technology driven systems. Good knowledge of the planning concepts, as well as investments, tax and general financial analysis. Experience in working with drawing up of Wills and estate planning. Other general: Required to provide assistance to all Financial Financial Planners and senior management with any general office duties, from time to time. Respond to client
Office skills, especially excel. Pro-active in general technology driven systems. Good knowledge of the planning concepts, as well as investments, tax and general financial analysis. Experience in working with drawing up of Wills and estate planning. Other general: Required to provide assistance to all Financial Financial Planners and senior management with any general office duties, from time to time. Respond to client