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 readiness) Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant Consultant to assist your Financial Planning Partner in the financial planning process and proposition Performance Indicators score on NAV. Request assistance and guidance from the Partner Operations Manager
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