closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning Performance Indicators score on NAV. Request assistance and guidance from the Partner Operations Manager
advisory company which provides various consulting services on various infrastructure and project finance datasets (e.g. data analysis, trend analysis); to assist in marking up and preparing various reports and modelling competencies; to assist with new business development e.g. tenders; and to assist with general project
advisory company which provides various consulting services on various infrastructure and project finance datasets (e.g. data analysis, trend analysis); to assist in marking up and preparing various reports and modelling competencies; to assist with new business development e.g. tenders; and to assist with general project
of regulatory frameworks within the financial services sector? If so, we have the perfect opportunity findings to stakeholders through formal engagement. Assist in filing regulatory reports to the respective years managerial role - preferably in Financial Services / Financial Products / Insurance
of regulatory frameworks within the financial services sector? If so, we have the perfect opportunity findings to stakeholders through formal engagement. Assist in filing regulatory reports to the respective years managerial role - preferably in Financial Services / Financial Products / Insurance
and Persistency Analysis Preparing Budgets and assisting with year-end audits Responsible for the submission collections. Pay through the bank stats for Client Services and Sales Preparing monthly revenue estimates Financial Modelling Experience in the Financial Services Industry would be an added advantage BEHAVIOUR
related offers for Properties in Possession and Sell Assist. Ensuring company adherence and compliance to relevant process have been adhered to Effectively manage Sell Assist, Marketing and Private offers with shortfalls or communication skills Good negotiation skills, client service Good knowledge of the Excalibur system People management
related offers for Properties in Possession and Sell Assist. Ensuring company adherence and compliance to relevant process have been adhered to Effectively manage Sell Assist, Marketing and Private offers with shortfalls or communication skills Good negotiation skills, client service Good knowledge of the Excalibur system People management
Perform analysis using financial models/datasets Assist in marking up and preparing various reports and Develop company's financial modelling competencies Assist with business development and general project management
department, and maintaining high standards of customer service. The ideal candidate will possess 3-5 years experience fields. Regret that we are unable to provide assistance for any fields outside of this scope. Fields link: Advert is not tied to Kontak Recruitment. We assist in the employment process ONLY. Applicant Responsibility: