of new business application(s), together with supporting documentation to relevant PPs. Monitoring the Providing an ongoing service and maintenance support function to the Financial Planning Partner and to the Financial Planning Partner. Operational support for Portfolio Managers and CRMs: Assistants align facilitate the solution - liaison with the IT support desk etc. NAV and KPIs: Full awareness and understanding understanding of information available on NAV to support the Financial Planning Partner(s). Track and monitor
of new business application(s), together with supporting documentation to relevant PPs. Monitoring the Providing an ongoing service and maintenance support function to the Financial Planning Partner and to the Financial Planning Partner. Operational support for Portfolio Managers and CRMs: Assistants align facilitate the solution - liaison with the IT support desk etc. NAV and KPIs: Full awareness and understanding understanding of information available on NAV to support the Financial Planning Partner(s). Track and monitor
technical and administrative financial planning support to Advisers and senior management at established Technical and administrative financial planning support to Financial Advisers & Wealth Managers. Formulate absences due to holidays/illness, provide relief support to those roles, taking on additional tasks and
technical and administrative financial planning support to Advisers and senior management at established Technical and administrative financial planning support to Financial Advisers & Wealth Managers. Formulate absences due to holidays/illness, provide relief support to those roles, taking on additional tasks and
appointment. Maintain and develop client relationships. Support and contribute to company initiatives to communicate
appointment. Maintain and develop client relationships. Support and contribute to company initiatives to communicate